Merchant Account Setup. New Account Setup STX & First Data EMPS Merchant Account

Transcription

1 Merchant Account Setup New Account Setup STX & First Data EMPS Merchant Account

2 STX can process credit cards and debit cards directly through the software with the help of a high-speed Internet connection. You must have a First Data EMPS merchant account and must also be licensed for the STX credit card processing module before you will be allowed to process credit cards electronically through STX. Whether you wish to process your payments using a single merchant account for the entire company, individual employee merchant accounts, or an online merchant account for use with Online Services, STX can be set up to accommodate your needs. In order to utilize STX credit card processing, you must first obtain the following: 1. A Magnetic USB Swipe Reader for each computer that will be processing credit cards and at least one receipt printer. Please refer to the Product Specifications Chart at the end of this document. 2. The latest version of STX software to support electronic credit card processing (STX 3.0 v269 or higher), which is also PCI compliant. 3. A stable, high-speed Internet connection via Ethernet to each computer doing the electronic credit card processing. For information on credit card processing through STX and STX Online Services, please contact our Sales team at , or by ing sales@stxsoftware.com. To obtain a First Data EMPS merchant account, please use the following numbers: New to STX? Please call (888) Already using STX? Please call (888) Once you have acquired your new merchant credentials, your First Data EMPS consultant should send you an letting you know the account has been approved. This contains all of your account information, as well as the Merchant ID and Merchant Key used within the STX software. SETTING UP STX (Receipt Options) Go to Setup: General: Merchant. NOTE: You will probably need to log in as OWNER to see this area, unless you have given an employee security permission to see this screen. Check Discount Details and/or Discount Summary to have the information printed on each receipt, not just the electronic payments receipts. 2

3 The Women s Haircut service is discounted 100%. Receipt not showing either Discount Details or Discount Summary. Neither option has been checked for the Receipts Include checkboxes. Receipt showing both Discount Details and Discount Summary. Receipt showing only Discount Details and no Discount Summary. Receipt showing only Discount Summary and no Discount Details. SETTING UP STX (Company Merchant Account) Enter the appropriate information into the Instore Merchant Account area. To have a Tip Line included on the electronic payments receipts, check the Receipts Include checkbox. 3

4 Set the Processor popup menu to Tempus. Leave this screen open and refer to the initial from your First Data EMPS consultant containing the Merchant ID and Merchant Key. NOTE: The following TEST information is used to show how the formatting of the information will be similar to your own merchant information, and in no way reflects your actual company merchant information. Go to the Edit menu to select the Copy option. Highlight the Merchant ID contained in the . In STX, click inside the Merchant ID field and go to the Edit menu to select the Paste option. This will place the Merchant ID information into the Merchant ID field in STX. Go back to the initial from your First Data EMPS consultant containing the Merchant ID and Merchant Key. Highlight the information in the Merchant Key field. Go to the Edit menu to select the Copy option. In STX, click inside the Merchant Key field and go to the Edit menu to select the Paste option. This will place the Merchant Key information into the Merchant Key field, but it will be a string of bullet points instead of the string of numbers and letters shown in the . This is for security purposes. SETTING UP STX (Online Merchant Account) Go to Setup: General: Merchant. NOTE: You will probably need to log in as OWNER to see this area, unless you have given an employee security permission to see this screen. 4 Enter the appropriate information into the Online Merchant Information area.

5 Set the Processor popup menu to Tempus. Leave this screen open and refer to the initial from your First Data EMPS consultant containing the Online Merchant ID and Merchant Key. NOTE: The following TEST information is used to show how the formatting of the information will be similar to your own merchant information, and in no way reflects your company merchant information. Go to the Edit menu to select the Copy option. Highlight the Merchant ID contained in the . In STX, click inside the Merchant ID field and go to the Edit menu to select Paste. This will place the Merchant ID information into the Merchant ID field in STX. Go back to the initial from your First Data EMPS consultant containing the Merchant ID and Merchant Key. Highlight the information in the Merchant Key field. Go to the Edit menu to select the Copy option. In STX, click inside the Merchant Key field and go to the Edit menu to select the Paste option. This will place the Merchant Key information into the Merchant Key field, but it will be a string of bullet points instead of the string of numbers and letters shown in the . This is for security purposes. Once you have entered the company s merchant information, click Save and close the window. SETTING UP STX (Employee Merchant Account) Go to Setup: Employees and highlight an employee with an individual merchant account, and go to the Payroll tab. Enter the appropriate information for the employee s merchant account. 5

6 To have a Tip Line for the employee included on their individual electronic payments receipts, check the Receipts Include checkbox. Set the Processor popup menu to Tempus. Leave this screen open and refer to the employee s from your First Data EMPS containing the Merchant ID and Merchant Key. NOTE: The following TEST information is used to show how the formatting of the information will be similar to the employee merchant information, and in no way reflects any of the individual employee merchant information. Highlight the Merchant ID from within the employee s and go to the Edit menu to select the Copy option. In STX, click inside the Merchant ID field and go to the Edit menu to select Paste. This will place the Merchant ID information into the employee s Merchant ID field in STX. Highlight the information in the Merchant Key from within the employee s and go to the Edit menu to select the Copy option. In STX, click inside the Merchant Key field and go to the Edit menu to select the Paste option. This will place the Merchant Key information into the Merchant Key field in STX, but it will be a string of bullet points instead of the string of numbers and letters shown in the . This is for security purposes. If you have other employees with individual merchant accounts, follow the same steps for each employee. Once you have finished each employee, click Save and close the window. IMPORTANT: Each individual employee merchant account will have a unique ID and Key. There are no 2 merchant accounts with the same ID and Key information. RECEIPT PRINTER & PRINTING RECEIPTS In order to use a receipt printer with credit card processing, you must first have a receipt printer installed and set up on the computer. Once the receipt printer is set up on the computer, go to STX: Preferences: Receipts. The following screen will appear: 6

7 Select the receipt printer from the Receipt Printer popup menu. Check the box Default Client Visit to Print Receipt if you would like a 3 rd and final receipt to print each time a ticket transaction is closed. This final receipt details all purchases/ refunds from the ticket transaction. You may uncheck Default Client Visit to Print Receipts to disable automatic printing of the final receipt, unless you specifically check the "Print Receipt" box before closing a ticket transaction. Close the STX Preferences window when the desired options are set. The credit card industry has created new rules that require all merchants processing credit cards to be certified annually. Part of that process involved STX becoming certified as a condition of your business being certified. One of the new conditions for certification is the requirement that duplicate receipts be printed. You have probably seen these duplicate receipts in the past if you have used a credit card at a restaurant. The first 2 receipts printed during the ticket transaction will only print when a credit card is selected as the payment type. PCI compliance rules require that both receipts be printed and this cannot be disabled. If you wish to print a Tip Receipt prior to actually processing the credit card payment, click the Print Tip Receipt icon in the toolbar of the ticket transaction. TURNING ON ELECTRONIC PAYMENTS Go to Setup: Finance: Payment Types. Highlight each Credit Card payment type and check the box labeled Process Payments Electronically. This will automatically check the Uses Reference Field box. Leave them both checked. 7

8 Product Specifications Chart Point of Sale Hardware - Ordering Information STX Software recommends BarcodesInc for most of your Point of Sale hardware needs. They have a web page for STX clients at If you wish, you may call or x 4866 from 7a-7p CT and reference yourself as an STX Software client. Barcode Scanners: Honeywell MS9520 Voyager Black USB Honeywell MS9520 Voyager White USB Cash Drawers: (16.2 in w x 16.3 in d x 4.3 in h) APG Vasario 1616 Painted Front Black USB APG Vasario 1616 Stainless Front Black USB APG Vasario 1616 Painted Front Beige USB APG Vasario 1616 Stainless Front Beige USB Receipt Printers: (5.6 in w x 8.0 in d x 5.2 in h) Star TSP100ECO Gray USB Star TSP100ECO Putty USB Star 3.125" x 230' Thermal Rolls Label Printer: Dymo LabelWriter 450 USB Dymo Labels, White 1" x 2-1/8" Magnetic USB Swipe Readers: MAG-TEK Mini, Dual Track Black USB MAG-TEK Mini, Dual Track White USB The choice of a hardware vendor is yours. If you have a preferred vendor of your own, please ensure compatibility with STX before purchasing. If you have questions, please contact STX Support at x 2 The products listed below are available only from Infinite Peripherals: Linea-pro Mobile Magnetic Card Reader, 1D Barcode Scanner iphone 4 LP4-PH4 ipod touch 4 LP4-POD4 ipod touch 2 / ipod touch 3 LINEA-PRO iphone 5 / iphone 6 / ipad Not Available 2014 STX Software, LLC All Rights Reserved 8