PayFacto Quick Reference Guide

PayFacto Quick Reference Guide

CREDIT / DEBIT SALE NO TIP

  1. Using the number pad, enter the sale amount
  2. Touch SALE
  3. Hand over terminal to customer
  4. Client inserts / swipes / taps their card
  5. The terminal prints merchant copy. To print customer copy, press PRINT or NONE

CREDIT / DEBIT SALE WITH TIP

  1. Using the number pad, enter the sale amount
  2. Touch SALE
  3. Hand over terminal to customer
  4. Client touches preset tip amount or inputs manual amount, touches CONFIRM, and then confirms the total amount is good
  5. Client inserts / swipes / taps their card
  6. The terminal prints merchant copy. To print customer copy, press PRINT or NONE

DEBIT SALE WITH CASHBACK

  1. Using the number pad, enter the sale amount
  2. Touch SALE
  3. Hand over terminal to customer
  4. Client inserts debit card
  5. Client selects account type
  6. Client touches YES for cashback
  7. Client touches preset cashback amount or inputs manual amount and touches CONFIRM, and then confirms the total amount is good
  8. The terminal prints merchant copy. To print customer copy, press PRINT or NONE

REFUND / DEBIT / CREDIT

  1. Touch the Action button () on the main screen
  2. Touch the Transactions button ()
  3. Touch REFUND
  4. Using the number pad, enter the refund amount
  5. Touch REFUND
  6. Enter Merchant password and touch OK
  7. Hand over terminal to customer
  8. Client inserts / swipes / taps card
  9. The terminal prints merchant copy. To print customer copy, press PRINT or NONE

CREDIT OR DEBIT CARD VOID

NOTE: Void is only for sales in the current batch (not settled)
  1. Obtain customer copy of transaction receipt
  2. Touch the Action button () on the main screen
  3. Touch the Scanner button ()
  4. Enter Merchant password and touch OK
  5. Scan the receipt’s barcode with the terminal’s rear camera
  6. Touch VOID
  7. Confirm the transaction void request
  8. The terminal prints merchant copy. To print customer copy, press PRINT or NONE

PRE-AUTHORIZATION

  1. Touch the Action button () on the main screen
  2. Touch the Transactions button ()
  3. Touch PRE AUTHORIZATION
  4. Using the number pad, enter the transaction amount
  5. Touch PRE AUTHORIZATION
  6. Hand over terminal to customer
  7. Client inserts / swipes / taps card
  8. The terminal prints merchant copy. To print customer copy, press PRINT or NONE

PRE-AUTHORIZATION COMPLETION

  1. Touch the Action button () on the main screen
  2. Touch the Settings button ()
  3. Enter Merchant password and touch OK
  4. Touch Reports and then touch Batch Details
  5. Touch the pre-authorization transaction line
  6. Touch Complete
  7. Enter the amount of the completion and press OK to confirm the final amount of the transaction
  8. Confirm the transaction completion request
  9. The terminal prints merchant copy. To print customer copy, press PRINT or NONE

TRAINING MODE

NOTE: You cannot start or leave training mode if a settlement or pre-authorization is pending
  1. Touch the Action button () on the main screen
  2. Touch the Settings button ()
  3. Enter Merchant password and touch OK
  4. Touch Training Mode
  5. Toggle Training Mode? to On or Off

REPRINT RECEIPT


NOTE: Reprint receipt is only for sales in the current batch (not settled)
  1. Touch the Action button () on the main screen
  2. Touch the Settings button ()
  3. Enter Merchant password and touch OK
  4. Touch Reports and then touch Batch Details
  5. Scroll to the transaction to reprint or search for the transaction’s Invoice or Sequence number
  6. Touch the transaction line
  7. Touch REPRINT
  8. The terminal reprints merchant copy. To print customer copy, press PRINT or NONE

SETTLEMENT

  1. Touch the Action button () on the main screen
  2. Touch the Settings button ()
  3. Enter Merchant password and touch OK
  4. Touch Settlement and then touch Process settlement
  5. Touch PROCESS SETTLEMENT
  6. The terminal prints the Totals at Settlement report

REPORTS

  1. Touch the Action button () on the main screen
  2. Touch the Settings button ()
  3. Enter Merchant password and touch OK
  4. Touch Reports
  5. To view individual transactions, touch Batch Details
    1. Touch the Search icon () to search transactions by Invoice or Sequence number
    2. Touch the Print icon () to print the Detailed Report
  6. To view a transaction summary by payment type, touch Batch Summary
    1. Touch a payment type to view transaction information including number of sales, refunds, tips, cashbacks, fees, and the payment type total.
    2. Touch PRINT to print the Summary Report

ENABLE TIP/CASHBACK PROCESSING

NOTE: Cashback is only available for debit transactions
  1. Touch the Action button () on the main screen
  2. Touch the Settings button ()
  3. Enter Merchant password and touch OK
  4. Touch Terminal Options
  5. Scroll to Tip or Cashback
  6. Toggle Tip Processing? or Cashback Processing? to On to enable tipping and/or cashback
  7. Touch Tip Percentage Preset 1 or Cashback Amount Preset 1 to set the value
  8. Repeat step 7 for additional preset values

ENABLE TERMINAL OPERATORS

  1. Touch the Action button () on the main screen
  2. Touch the Settings button ()
  3. Enter Merchant password and touch OK
  4. Touch Application Options
  5. Scroll to Clerk
  6. Toggle Enable Clerk/Operators to On
  7. Touch Clerk Management
  8. Touch Add New Clerk
  9. Enter a unique identifier (1 to 999) in the Clerk field
  10. Touch the Password field and enter a 4 to 6-digit numeric password
  11. Touch the Repeat password field and re-enter the password to confirm
  12. Repeat steps 8 to 11 for each additional new clerk

CHANGING THE LANGUAGE       

  1. Touch the Action button () on the main screen
  2. Touch the Settings button ()
  3. Enter Merchant password and touch OK
  4. Touch Terminal Options
  5. Touch Set merchant language
  6. Select English or French

CHANGING THE TERMINAL APPEARANCE

  1. Touch the Action button () on the main screen
  2. Touch the Settings button ()
  3. Enter Merchant password and touch OK
  4. Touch Terminal Options
  5. Scroll to Dark theme
  6. Toggle Dark theme to On to use the dark theme or to Off to use the light theme


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