How to Checkout Using a Credit Card

Once you’ve reached the Payment Method Screen, the Credit Card Button is preselected at the top of the screen in the navigation ribbon. You can choose to run a credit card manually, or through a configured terminal. If you would like to run a credit card for less than the full Sales total, tap the backspace button on the credit card number pad in the center of the screen. Then enter the amount to be charged to the credit card using the numbers on the number pad. Select either the Manual Button or the Card Button to complete the transaction.

Manual Checkout

If you select Manual, you will be taken to a screen where you will be able to enter the full card number, the CVV, and expiration date along with additional AVS information like Zip Code and Street Address.

After the Card button is selected the customer can then choose a tip option from one of the following: 15%, 20%, 25%, No Tip, or enter a Custom amount.

After selecting a Tip amount and selecting the Next button the Conformation screen will appear. The customer will be presented with the total tendered amount and will select either the Confirm button or the Cancel button. The Confirm button will process the transaction, while the Cancel button will return the user to the Payment Method screen.

One the transaction has processed the Signature screen will appear. The customer will sign then select the Next button to proceed to the Receipt selection screen.

Note:

The Tip and Signature screen will only appear when in Retail tipping mode

Terminal Checkout

If you select Card, you must have a terminal configured and properly connected with Heartland Point of Sale app. When you select the Card Button, Heartland Point of Sale sends pertinent transaction information to your terminal. Follow the steps associated with your specific terminal to complete the transaction.

After the Card button is selected the customer can then choose a tip option from one of the following: 15%, 20%, 25%, No Tip, or enter a Custom amount.

After selecting a Tip amount and selecting the Next button the Conformation screen will appear. The customer will be presented with the total tendered amount and will select either the Confirm button or the Cancel button. The Confirm button will process the transaction, while the Cancel button will return the user to the Payment Method screen.

One the transaction has processed the Signature screen will appear. The customer will sign then select the Next button to proceed to the Receipt selection screen.

Note:

The Tip and Signature screen will only appear when in Retail tipping mode

Complete Order

Once the transaction is processed and you are brought to the Receipt Screen, select whether you’d like to Print a Receipt, Email a Receipt, or press the Complete Order Button to dismiss the screen. If the Print option is chosen a Receipt will print from the terminal and/or the point-of-sale hardware itself.

Step by Step Summary for Manual Credit Card Entry:

  1. If you would like to run a credit card for less than the full Sales total, tap the backspace button on the credit card number pad in the center of the screen. Then enter the amount to be charged to the credit card using the numbers on the number pad.
  2. Select the Manual Button below the number pad in the center of the screen
  3. Enter the full card number, the CVV, and expiration date
  4. Select whether you’d like to Print a Receipt, Email a Receipt, or press the Complete Order Button to dismiss the screen

Step by Step Summary for Credit Card Processing Through a Terminal:

  1. If you would like to run a credit card for less than the full Sales total, tap the backspace button on the credit card number pad in the center of the screen. Then enter the amount to be charged to the credit card using the numbers on the number pad.
  2. Tap the Card Button on the number pad in the center of the screen
  3. The point-of-sale will send pertinent transaction information to the terminal
  4. Follow the steps associated with your specific terminal to complete the transaction
  5. Select whether you’d like to Print a Receipt, Email a Receipt, or press the Complete Order Button to dismiss the screen