Setting up Credit Card/Debit Card Processing with Chase Paymentech US CUSTOMERS

Transcription

1 One Blue Hill Plaza, 16 th Floor, PO Box 1546 Pearl River, NY PC-AMERICA, (Voice) (Fax) Setting up Credit Card/Debit Card Processing with Chase Paymentech US CUSTOMERS The following documentation will provide instructions for configuring Chase Paymentech to process credit and debit cards with CRE/RPE in a (US) retail or quick service environment. Be sure that your merchant information is present so that the integration can be completed. You can receive your information directly from Chase Paymentech. Note: To use Chase Paymentech / NetConnect you must be using version 12.0 or above. 1

2 Overview of this document When using Chase Paymentech / NetConnect in a (US) retail/quick service environment the transactions are processed via Host Capture. Host Capture is when all transaction information is saved by the processor, but still allows user to send a settlement command. When using Chase Paymentech / NetConnect in a (US) fine-dining with table service environment the transactions are processed via Terminal Capture. Terminal Capture is when all transaction information is saved within the station the transaction was processed on. This allows the user to add tip before settling (Tip Line must be enabled). o If you are using RPE using Tips, please use this document: Configuring Tips To ensure Chase Paymentech processes correctly within CRE/RPE, you will need to install the latest SDK Installation files, depending on whether your computer is 32Bit or 64Bit. You can download and unzip these SDK files here: For Windows 32-bit Operating Systems: For Windows 64-bit Operating Systems: For instructions on configuring other payment types offered by chase in a retail / quick service environment please see below: EBT (Electronic Benefits Transfer) o Gift Card o When your download finishes, please follow the rest of this documentation on how to Install the Chase SDK 6.8.0, Installing a pinpad to process Debit Card transactions, as well as Configuring Chase to process Credit and Debit cards within CRE/RPE. This document will also show you how to process Credit and Debit cards, as well as how to settle and registering the correct.dll files if requested. 2

3 Installing the Chase SDK Installing this SDK File the DLLs required for Chase Paymentech will automatically be registered. If you need to manually register these DLL files, please follow the steps at the end of this document. Locate the 32Bit or 64Bit Chase Paymentech SDK file you downloaded and extracted earlier. 1. To run the file, double click the.msi file. Note: The screenshots used in the following steps are 64Bit. They differ slightly from the 32Bit installer, but the steps are identical. 2. Click Next 3

4 3. Click Next at the location to install window 4. Select Production Runtime Installation then select Next > 4

5 5. Select Install 6. Select Finish After the Chase Paymentech NetConnect SDK installation finishes, your.dll files should automatically be registered. Note: It is not mandatory, but it s recommended to reboot your computer after install this SDK file. 5

6 Configuring CRE/RPE for Credit and Debit Card Transactions Note: You cannot use the Debit option when processing Tips. To configure the tip line within CRE/RPE, please click HERE 1. Select the Manager or Options button and enter the administrator password (default: admin) where applicable. 2. Select Setup>Setup Screen. 6

7 3. Select the Payment Processing tab. 4. Select Credit/Debit on the option box to the left. 5. Under the title Payment Processor, in the drop down box, select Chase Paymentech 6. Under the Primary URL and 16thary URL make sure the appropriate URL s are entered: = Primary = 16thary OR netconnectka1.paymentech.net = Primary netconnectka2.paymentech.net = 16thary 7. The following information should be provided from Chase Paymentech: Merchant Number Terminal Number each station requires separate terminal numbers (TID) Client Number Username and Password (BOTH CASE SENSITIVE) Note: The account setup information may be the same information used for EBT and Gift Card transactions (provided the account has been provisioned accordingly). 8. If Debit Cards (with pin) will be accepted as a tender type, Process Debit Cards through this Credit Card Processor MUST be checked. 9. Select Require CVV2 for non-swiped CC s (if you would like to require the security number to be entered from the back of the card). 10. Select an AVS for non-swiped CC s (if desired). 11. Select Update to save your changes. 7

8 Installing a Pinpad to Process Debit Card Transactions (Tips cannot be accepted) To process Debit Card transactions (using a pin number) a pinpad must be installed. Note: The pinpad must be pre-loaded with the correct encryption key from the processor prior to configuration and may require software to be running. For instructions on installing a supported pinpad, please see link below: After a pinpad is installed, please follow the steps below to configure your pinpad is CRE. 1. Select the Manager or Options button and enter the administrator password (default: admin) where applicable. 2. Select Setup>Setup Screen. 8

9 3. Select the Hardware tab 4. All of the settings for configuring the pinpad are under the PinPad Port section. 5. When finished configuring your pinpad, select Update to save changes. 9

10 Other Options: Max Cash Back This feature allows the customer to select if they would like cash back. This option only works if a pinpad is installed for Debit Card processing. 6. Select the Manager or Options button and enter the administrator password (default: admin) where applicable. 7. Select Setup>Setup Screen. 10

11 8. Select the Payment Processing tab then, select Other Options beneath. 9. You can set the cash back amount here under Max Debit Cashback. 10. When finished configuring your options, select Update to save changes. 11

12 How to Process a Credit/Debit Card Transaction in Retail/Quick Service 1. On the invoice screen of Cash Register Express, begin an invoice for a customer and select Pay (The example shown here is Retail.) 1. At the tender screen, choose one of the following: Credit Card- this button will show when the option Process Debit Cards through this Credit Card Processor is not checked. OR Credit/Debit this button will show when the option Process Debit Cards through this Credit Card Processor is checked. 12

13 11. To process Credit Cards, on the Credit Card Information window, swipe the Credit Card through either the MSR (attached to the computer) or the pinpad s MSR. 12. To process Debit Cards, on the Credit Card Information window, swipe the Debit Card through either the MSR (attached to the computer) or the pinpad s MSR and enter pin when prompted. NOTE: If the Credit/Debit card does not swipe: You can select Manual Entry on the bottom left of the Credit Card Information window, and type in the Credit Card Number and the Expiration Month and Year. If you have Require CVV2 for non-swiped CCs checked, you will be asked for the digits on the back of the card after selecting OK. You cannot run a Debit Card manually. However, if the card has a credit card logo on it, it will process as a credit card. Same follows for if a pinpad is not installed. NOTE: If the pinpad installed is setup for cash back: If Max Cash Back has been setup, the customer will be prompt to enter a cash back amount after they enter their pin number. Afterwards, they will be prompt to accept the total price (with cash back included). If they select no for cash back, they will still be prompt the price. If the Debit Card does not swipe but the card has a credit card logo on it, it will process as a credit card. Same follows for if a pinpad is not installed. If this is so the customer cannot ask for cash back. 13

14 How to Process a Credit Card Transaction in Restaurant/Fine Dining 2. On the invoice screen of Restaraunt Pro Express, begin an invoice for a customer and select Pay 2. At the tender screen, select Credit Card 14

15 13. To process Credit Cards, on the Credit Card information window, swipe the Credit Card through either the MSR (attached to the computer) or the pinpad s MSR. NOTE: If the Credit Card does not swipe: You can select Manual Entry on the bottom left of the Credit Card Information window, and type in the Credit Card Number and the Expiration Month and Year. If you have Require CVV2 for non-swiped CCs checked, you will be asked for the digits on the back of the card after selecting OK. 15

16 Transaction Settlement Note: Credit Card Settlements MUST be run on EACH station in your establishment. 14. Select the Manager or Options button and enter the administrator password (default: admin) where applicable. 15. Select Administrative > Credit Card Settlement. Note: If you are accepting Tips, within Restaurant/Fine Dining, you MUST hit Add Tip first. After hitting Add Tip you will need to enter the Invoice Numbers and the tip amount. When finished, you may select Settle You should receive notification that the transactions settled successfully. 16

17 Transaction Settlement through EOD CRE/RPE can settle the Credit Card transactions when the End of Day is run. To configure this feature, see the steps below: Note: This option is NOT recommended if you are accepting Tips. 16. Select the Manager or Options button and enter the administrator password (default: admin) where applicable. 17. Select Setup>Setup Screen. 17

18 18. Select the Payment Processing tab then, select Other Options beneath. 19. Check the option for Perform Batch Settlement On EndofDay 20. When finished configuring your options, select Update to save changes. When running the End of Day by one of the two ways below, the credit card transactions will be settled. Selecting File from the login screen then, selecting End of Day. Or Selecting Manager/Options > Tools > End of Day. Note: If there is more than one station in your establishment then a credit card settlement MUST be run on EVERY station. This feature when configured, will only settle the credit cards on the station where the end of day is performed. 18

19 Transaction Settlement through Auto Settlement CRE/RPE can settle the credit card transactions automatically on one station at a specific time. This feature will also send an to a specified address when the settlement is complete. To configure this feature please see below. Note: Customers using Chase Paymentech / NetConnect in a retail / quick service environment can also contact Chase for auto settlement options. Note: This option is NOT recommended if you are accepting Tips. 21. Select the Manager or Options button and enter the administrator password (default: admin) where applicable. 22. Select Setup>Setup Screen. 19

20 23. Select the Payment Processing tab then, select Other Options beneath. 24. Check the option for Perform Auto Settlement then: Enter a Settlement Time. It is recommended to have the settlement run after the business closes. Enter an Address. This will send an with the status to the specified address. 25. When finished configuring your options, select Update to save changes. Note: If a manual transaction settlement is performed before the scheduled auto-settlement, then the autosettlement will not occur until the next scheduled time. The auto-settlement feature runs on a 24 hour clock, meaning the auto-settlement will only run if 24 hours have passed and no manual settlement has been performed. For example: If the auto-settlement is configured for 10:00PM and a manual settlement is performed on Monday at 9:00PM, the auto-settlement will not run until Tuesday at 10:00PM. Note: If there is more than one station in your establishment then a credit card settlement MUST be run on EVERY station. This feature will only settle the credit cards on EACH station where this feature is configured (for example if there are three stations in your establishment, this feature must be configured on all three stations). 20

21 Troubleshooting.dll s for Chase Paymentech The installation of the Chase Paymentech SDK is designed to automatically register the.dll s, but if while processing a sale you receive a prompt involving Chase Paymentech, you can manually register the.dll s. For 32Bit follow these instructions: 1. Select Start on your computer s toolbar then, Run 2. In the Run box, type in cmd this will open the command prompt. 3. At the command prompt type in: Regsvr32 https.dll and select the Enter key on your keyboard You should see a message that says DllRegisterServer in https.dll succeeded select OK. Regsvr32 paymentech.dll and select the Enter key on your keyboard You should see a message that says DllRegisterServer in paymentech.dll succeeded select OK. 21

22 For 64Bit follow these instructions: 4. Select Start on your computer s toolbar then, type in cmd in the search box within the Start Menu this will open the command prompt. 5. At the command prompt type in: cd C:\Windows\syswow64 - This will change to the correct directory so that we can register the files. Regsvr32 https.dll and select the Enter key on your keyboard You should see a message that says DllRegisterServer in https.dll succeeded select OK. Regsvr32 paymentech.dll and select the Enter key on your keyboard You should see a message that says DllRegisterServer in paymentech.dll succeeded select OK. Note: If you receive an error while registering the.dll s, please try to register the.dll s with the full file location: Regsvr32 "C:\Program Files\CRE.NET\Paymentech\https.dll" Regsvr32 "C:\Program Files\CRE.NET\Paymentech\Paymentech.dll" OR Regsvr32 "C:\Program Files (x86)\cre.net\paymentech\https.dll" Regsvr32 "C:\Program Files (x86)\cre.net\paymentech\https.dll" 22