Applying a Surcharge on Credit Cards

Please see the below video on how applying a surcharge on credit cards looks when using SoftPoint!

Steps for Surcharging and Completing a Payment in SoftPoint POS

1. Logging into SoftPoint POS:

   • Start by logging into the SoftPoint POS system using your credentials.

2. Selecting an Open Ticket:

   • Locate and select the open ticket that needs to be processed for payment.

3. Viewing Balance Details:

   • Click on the "Balance Due" section to view the breakdown of the payment details.
   • You will see the Cash Due, Total Amount, and Credit Due.

4. Understanding Surcharging:

   • Surcharging applies an additional fee to credit card transactions.
   • Debit card transactions are exempt from the surcharge.

5. Configuration on SoftPoint Backend:

   • All surcharge settings, including the percentage of the surcharge and the type of surcharge tender used, are configured on the SoftPoint backend.

6. Proceeding with Payment:

   • Navigate to the payment section of the ticket.
   • If the customer is paying by card, follow the prompts provided by the POS system to proceed with the payment.

7. Displaying Surcharge Amount:

   • When the card payment option is selected, the screen will display:
     • The total sale amount.
     • The surcharge amount that has been applied to the transaction based on the set percentage.

8. Completing the Transaction:

   • Once the card transaction is approved, proceed to complete any necessary confirmation steps to finalize the payment.

9. Transaction Completion:

   • Confirm that the payment of $439 was successfully processed.
   • Note that a surcharge of $0.17 was applied to the transaction for the card payment.

10. Closing the Check:

    • After completing the payment, the check is closed in the system.

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Conclusion

This guide walks you through the process of handling surcharges and completing a payment on the SoftPoint POS system. From logging in, selecting a ticket, applying surcharges, and completing the payment, this process ensures that surcharges are correctly applied to credit card transactions while debit card payments remain exempt.