1. Trust Payments
  2. In-Person Payments
  3. Sales and Refunds

How do I perform a sale when the customer is not present?

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This article explains how to complete a sale using the POS terminal when the customer is not present.

 

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This functionality is not supported on your device. You can use the drop-down above to review instructions for other supported devices.

  1. Tap    Sale on the main screen.

    Main screen. Trust Payments logo shown at the top, then a large "Sale" button (circled for emphasis) followed by other links.

  2. Enter the sale amount and tap the   icon on screen.

    Screen where the user is prompted to enter the sale amount. They select X to cancel or the check icon to continue.

    Tap the   icon in the bottom left to clear the entered amount. You can then type in a new amount.
    Prior to completing the transaction, you can tap the   icon in the top right to abort the transaction.

  3. If enabled, you will then be prompted to enter the tip amount. Tap the   icon on screen to continue.

    Screen where the user is prompted to enter the tip amount. They select X to cancel or the check icon to continue.

  4. Tap the ​​ icon in the bottom right of the screen.

    Screen where the customer presents their card. They can also select the ... icon to type in the card details or X to cancel.

  5. When prompted, enter the customer's card number, expiry date and security code. Tap   to proceed to the next page.

    Screen that prompts the user to enter the customer's card number. They select X to cancel or the check icon to continue.

    Screen that prompts the user to enter the card expiry date. They select X to cancel or the check icon to continue.

    Screen that prompts the user to enter the card security code. They select X to cancel or the check icon to continue.

  6. The payment is processed and a receipt is printed (your copy). Retain this receipt for completion of the transaction at a later date, or to make adjustments later if needed.

    Screen showing the sale was approved, followed by auth code and amount. Select "Yes" to accept transaction or "No" to cancel.

    You will be asked: "Accept Transaction"?

    • Tap "Yes" to finish the sale process. This prints a copy of the receipt for the customer.
    • Tap "No" to abandon the sale process. Following confirmation, the transaction will be reversed.

  1. Tap the   Quick Pay icon on screen.

    Main screen. At the bottom of the screen are Quick Pay, Menu, Quick Menu icons. The Quick Pay icon is circled for emphasis.

  2. Enter the amount and tap the   icon on screen.

    Screen where the user is prompted to enter the sale amount. They select X to cancel or the check icon to continue.

    Press the red Cancel button Cancel button button on the keypad at any time to abort the transaction.

  3. If enabled, you will then be prompted to enter the tip amount. Tap the   icon on screen to continue.

    Screen where customer selects the tip (5, 10, 15% or enter custom amount). They select X to cancel or check icon to continue.

  4. When prompted to "Use card", instead press the yellow Correction button Correction button on the keypad, then tap "Manual entry" on the touch screen.

    Screen where the customer presents their card. Text reads "2.50 EUR", followed by "Use card".

    Menu shown after the user presses the yellow correction button on the keypad. From the menu, they can select "Manual entry".

  5. When prompted, enter the customer's card number, expiry date and security code. Tap   to proceed to the next page.

    Screen that prompts the user to enter the customer's card number. They select X to cancel or the check icon to continue.

    Screen that prompts the user to enter the card expiry date. They select X to cancel or the check icon to continue.

    Screen that prompts the user to enter the card security code. They select X to cancel or the check icon to continue.

  6. Prior to sale, you will be presented with a summary of the card details entered.

    • If the details entered are correct and you wish to proceed, press the green OK button on the keypad.
    • If you need to correct the details, instead press the yellow Correction button Correction button on the keypad and then repeat step 5 above.

    Screen showing a summary of the sale: The card number (masked), scheme and expiry date. Press the green button to continue.

  7. The payment is processed. If successful, a confirmation message is displayed on screen and a receipt is printed for your records.

    Screen that is shown following sale approval. A check icon is shown, along with the text "Sale Approved".

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Michael Buckley