Card Payment Processes

Credit cards:

To make a Credit card payment payment on the SoftPoint Point of Sale system:

1. Select Ticket: Log in and choose the open ticket you wish to pay.
2. Initiate Payment: Press the green "Pay" button.
3. Choose Payment Method: Select your payment method, in this case we will use credit card.
4. Add Tip and Donation: Choose a tip percentage and decide whether to add a donation.
5. Complete Payment: Swipe, tap, or insert your card to finalize the payment.
6. Confirmation: Once payment is successful, a "Thank You" screen appears. The customer can opt to receive a receipt, and the ticket is closed with the payment.

Stand Alone payments:

Here are the steps to process a Stand Alone Payment in the SoftPoint dashboard:

1. Log in to the SoftPoint dashboard. Once logged in, you can view all open tickets.
2. Select the three dashes in the top right corner.
3. Choose "Stand Alone Payment" from the menu.
4. Enter the payment details, including:
   • The dollar amount.
   • The ticket number.
   • Any additional notes.
5. Swipe, insert, or tap the card to complete the payment.
6. If the payment is successful, a green check mark will appear.

Once the internet is restored, you can use the Payment Matcher feature to associate the payment with the correct POS ticket.

Donations:

To set up donations on the SoftPoint Point of Sale system:

1. Access Donation Settings: Log into the SoftPoint dashboard and go to Payments > Donation.
2. Configure Donation Options:
   • For SoftPoint POS, specify the tender name, message, and optional image.
   • For integrated systems, link the donation to an open-priced item with no price.
3. Process Donation at POS: On the SoftPoint POS device, select the order and proceed to payment.
   • After card payment, you can choose a donation amount ($1, $5, or $10).
   • For custom donation amounts, enable the custom donation setting in configuration.

This setup allows customers to donate during checkout on the SoftPoint system.

Service Charges:

1. Log in to the system.
2. Create a new ticket.
3. Add an item to the ticket.
4. Service charges may appear automatically after sending the ticket.
5. To manually add a service charge, go to Pay → Service Charge.
6. Select the desired service charge.
7. Enter a manager PIN if required.
8. Apply the service charge to the ticket.
9. The service charge is applied to the entire ticket.

Discounts:

Log in to the SoftPoint application.

• A list of open tickets will be displayed.

Apply Discount to a Ticket:

• Select the ticket you want to apply the discount to.
• Select the green Pay button located in the lower-left corner.
• Choose Discount from the options.
• You'll have two choices: Apply To Ticket or Apply To Item.
• Select Apply To Ticket.
• Choose the discount you want to apply.
• The discount will now be applied to the total balance due.

Apply Discount to an Item:

• Select the item within the ticket you want to apply the discount to.
• Select the green Pay button located in the lower-left corner.
• Choose Discount.
• Select Apply To Item.
• Pick the discount you want to apply.
• The discount will now be applied to the selected item, and the new balance due will be updated at the bottom of the screen.

Split payments:

To split a check on the SoftPoint Point-of-Sale system:

1. Split by Seats: If the order was placed using the seat option, you can assign items to specific seats by long-holding the item and moving it to the desired seat. The total balance will update, and you can pay separately for each seat.
2. Equal Pay Split: Use the three dots to select "Equal Pay," which divides the check equally. You can choose to split by all items or by specific seats. Then, specify the number of people to split the check, and each person will process their payment separately, including selecting a tip and receipt.

Partial approvals:

When a payment is partially approved in the SoftPoint system, here's what you can expect:

1. Partial Approval Notification:
   • A yellow exclamation point will appear on the screen indicating the partial approval.
   • The amount approved will be shown along with the remaining balance that still needs to be paid.
2. Employee Action Required:
   • After the partial approval is displayed, the system will prompt the employee to enter their PIN number to proceed.
   • This step ensures that a staff member is aware of the partial approval and can take appropriate action (e.g., process a second payment or follow up with the customer).

This feature helps alert staff to any payment issues and ensures that the correct amounts are handled during the transaction process.