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

How do I perform a sale?

​  Last updated: 

This article explains how to complete a sale using the POS terminal.

 

  1. If you haven't done so already, open the app. By default, you will land on the "Amount" page, as shown below. If you are on a different page in the app, tap the   icon in the top-left, then "Amount" to get there.

  2. Enter the transaction amount you wish to charge the customer, then tap "Charge" at the bottom of the screen.

  3. You can now present the device to the customer.

  4. The customer will be prompted to select from a pre-defined list of tip amounts (or they can tap "Other amount" to enter a custom tip value). Once a tip has been selected, the new total amount being charged is shown on the "Charge" button at the bottom of the screen. The customer taps "Charge" to continue. Alternatively, they can tap "I pass" to pay without a tip.

      The tip interface is only displayed if tips have been enabled on the app. When enabling tips, you can customise the default tip options displayed to the customer. Learn more about tips.

  5. The customer will now be shown the screen below and can present their contactless payment option to the NFC point on the device.

  6. If the amount being charged is greater than the Cardholder Verification Method (CVM) contactless limit applied to the customer's card, the customer will be prompted to enter their PIN and tap "VALIDATE" to authorise the payment.

      For security reasons, the PIN entry buttons will move to new, random positions on the screen for each new transaction.

  7. If the authorisation was successful, the customer will be shown the following confirmation message. They can scan the QR code with their own smartphone to view the receipt or alternatively tap "Send the receipt by email" and enter their email address.

      Learn more about receipts.

  1. If you haven't done so already, open the app. By default, you will land on the "Payment" page, as shown below. If you are on a different page in the app, select "Payment" from the navigation bar along the bottom of the screen to get there.TODO

  2. Enter the transaction amount you wish to charge the customer, then select "Tap to Pay on iPhone" to initiate a new payment.

  3. You can now present the device to the customer.

  4. The customer will now be shown the screen below and can present their contactless payment option to the NFC point on the device.

  5. If the amount being charged is greater than the Cardholder Verification Method (CVM) contactless limit applied to the customer's card, the customer will be prompted to enter their PIN before the payment is authorised.

  6. If the authorisation was successful, the customer will be shown the following confirmation message:

      Learn more about receipts.

  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. When prompted, insert the card OR tap for contactless OR swipe the magnetic stripe. The customer may be prompted to enter their PIN to continue.

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

      If a contactless card purchase is attempted for an amount greater than the Cardholder Verification Method (CVM) contactless limit applied to the card, the customer will be automatically prompted to enter their PIN for authentication before the sale can be completed.

    Tap the   icon in the top right to abort the transaction.

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

    Screen showing the sale was approved, followed by the auth code and amount. Select "Continue" to return to the main screen.

  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.

    If enabled, the customer will be asked to enter a tip amount and tap   to continue.
    Press the button on the keypad to abort the transaction at any time.

  3. When prompted, insert the card OR tap for contactless OR swipe the magnetic stripe. The customer may be prompted to enter their PIN to continue.

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

  4. The payment is processed. If successful, a confirmation message is displayed on screen and a receipt is printed for your records. Tap "OK" on screen to print the additional receipt for the customer (dependent on your receipt settings).

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

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Michael Buckley