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9 Ways to Take A Payment

A step-by-step guide on all the ways to take a payment.

With Evosus Card Services, there's ALWAYS A WAY to take a payment.

Always.

While unlikely, we always want our clients to know how to process payments should your primary payment process be unavailable. Now, with Evosus Card Services, you'll never be without a payment solution!

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PAYMENT OPTION 1

Using the Evosus Software standard payment process.

If you are a Pool, Spa, or Hearth business that uses Evosus Business Management Software, we recommend familiarizing yourself and your staff with the Evosus standard payment process and using this as your primary method for completing customer transactions in our point of sale feature.

PLEASE NOTE!

If your business does NOT use Evosus Business Management Software to run your business, please follow one of the other payment options listed in this booklet.

PAYMENT OPTION 2

Use the Poynt Terminal app.

You and your employees can also complete transactions using Poynt’s built-in Terminal app, a quick-and-easy payment processing solution.

The Poynt Terminal app comes pre-installed on the Poynt Smart Terminal – no need to download! However, we recommend you check it out ahead of time to become familiar with the app should you ever need to use this app as a backup solution.

Follow these steps to complete a payment with the Poynt Terminal app:

  1. Open the Poynt Terminal app on your Poynt device.

  2. Enter the amount for the item(s) and press “Charge.”

  3. After pressing “Charge,” the customer-facing screen will ask the customer to insert their card to complete the transaction. During this time, you may also enter any notes for that transaction by selecting the “Notes” option from the pop-up window that appears. Notes could include the customer's name and the items purchased.

  4. At the end of the day, you can view all transactions processed through the Poynt Terminal app by going to the Home screen and selecting “Transactions.”

PAYMENT OPTION 3

Use the Poynt Register app.

You and your employees can also complete transactions using the Poynt Register app, a POS solution built for and by Poynt for seamless transactions. The Poynt Register app allows you to attach SKUs to the payments, unlike the Poynt Terminal app in Payment Option 2.

The Poynt Register app comes pre-installed on the Poynt Smart Terminal – no need to download! However, we recommend you check it out ahead of time to become familiar with the app should you ever need to use it as a backup solution.

You may prefer to use this app at a home show where you expect to sell specific items repeatedly.

Follow these steps to complete a payment with the Poynt Register app:

  1. Open your phone's settings and turn on Personal Hotspot (Apple) or Wi-Fi Hotspot (Android).

  2. On the Poynt Smart Terminal, swipe down from the top of the screen to open the menu, then touch the Wi-Fi icon on the far right.

  3. On the Wi-Fi settings page, select your phone’s hotspot access point from the list of options and you're ready to roll!

DID YOU KNOW

Evosus also offers internet services your company can use for backup coverage. Contact us at 360.735.9510 x4 to learn more!

PAYMENT OPTION 4

Use a cell phone hotspot.

No Office Wifi? No problem!

You and your employees can connect to the Poynt device using your cell phone as a hotspot!

We encourage you to set this up now so should you ever need to use it then there will be no clients waiting for you to complete the setup.

To begin, select “Connect Poynt” from your hotspot access points.

Follow these steps to complete a payment with the Poynt Register app:

  1. Open your phone's Settings and turn on Personal Hotspot (Apple) or Wi-Fi Hotspot (Android).

  2. On the Poynt Smart Terminal, swipe down from the top of the screen to open the menu, then touch the Wi-Fi icon on the far right.

  3. On the Wi-Fi settings page, select your phone’s hotspot access point from the list of options and you're ready to roll!

DID YOU KNOW

Evosus also offers internet services your company can use for backup coverage. Contact us at 360.735.9510 x4 to learn more!

PAYMENT OPTION 5

TransIT Merchant Center from TSYS®.

Another way to take payments is through the TransIT Merchant Center from TSYS® – an easy and efficient back office system for your office staff.

Visit the link below and login to your merchant account to get started!

https://merchantcenter.transit-pass.com/jsp/vt/jsp/index.jsp

To get started in the TransIT Merchant Center, please follow these steps:

  1. Enter the username you received when your merchant account was activated then click the green Login button.

  2. Select “Transactions” in the left-hand sidebar menu.

  3. To complete the transaction, fill out all form items marked with a red asterisk.

  4. To view the transactions for that day, go to Reports in the left sidebar menu and run a transaction details report.

PAYMENT OPTION 6

Vital Mobile Point of Sale, a TSYS® Smart Phone App.

Looking for additional mobility? Look no further. You can take payments using the Vital Mobile Point of Sale app – available for download from Google Play and the Apple App Store.

This requires at least 2 business days to set up and turn on with Evosus Financial Services. Please contact efs@evosus.com to set it up and order your EMV card reader.

$7 monthly fee applies.

To get started in the Vital app, please follow these steps:

  1. Begin by downloading the Vital Mobile Point of Sale app from the Apple App Store or Google Play.

  2. Open the app and login using your pin.

  3. Select the Sale option.

  4. In the window that appears, select the All Items button located underneath the top menu bar.

  5. In the drop-down menu that appears, select “Manual Entry.”

  6. In the Manual Entry window, input the item amount and Select “Checkout" (if there is only one item) or “Add to Cart” (if there are multiple items).

  7. Select “Manual Entry” at the bottom of the next screen to input the customer's credit card.

  8. Follow the prompts and you’re done!

PAYMENT OPTION 7

Poynt HQ app, a companion to the Poynt Smart Terminal.

Poynt HQ is a remote control for your business. It comes free with the Poynt Smart Terminal and lets business owners monitor real time sales data, create or refund transactions, and get powerful insights about their customers and business from their smartphones. Best of all, there is no external hardware needed!

Poynt HQ is available for download from Google Play and the Apple App Store.

To get started in the Poynt HQ app, please follow these steps:

  1. Open the app on your mobile device

  2. Select “More” in the lower right-hand corner

  3. Go to Manual Entry

  4. Type in the card information OR scan the card

This method is great for taking non-integrated payments in the field.

PAYMENT OPTION 8

Call in the payment.

Follow the instructions below to obtain a voice authorization code.

  1. Call 800.291.4840

  2. Enter the Merchant ID (MID) number.

  3. Enter zip code and press #.

  4. Press 1 for sales.

  5. Enter the credit card number and press the pound key (#).

  6. Enter the expiration date of the credit card and press #.

  7. The TSYS Voice Authorization service will provide either an approval code or a decline response per the issuing bank of the credit card. Take note of the authorization number for later input into the terminal! If you lose the authorization number, you will not be able to process the payment.

  8. To enter the transaction into your terminal, you will input the approval code and full credit card number as an “offline/force” transaction. If you need help with this process, please call Technical Support at 800.654.9256.

PAYMENT OPTION 9

With the imprinter provided.

Even when disaster strikes – your Poynt smart terminal refuses to work, the power's out, Internet's down, etc. – you can still take a payment the good ol’ fashion way using the imprinter provided. This piece of hardware is more than just a relic from days of yore – it allows you to make a carbon copy of a customer's credit card for later billing.

To get started with the imprinter, follow these steps:

  1. Place the card in the machine facing up.

  2. Place the paper over the card.

  3. Swipe then save the card information to a secure location.

  4. Manually enter the information into any of the payment methods listed to run the card at a later time.

  5. Shred the evidence!

Please note that the imprinter will NOT capture the CVV code, which you will need to run the card later. Please make sure you take note of the CVV code, save it in a secure location, and then destroy it with the other sensitive data after the transaction is complete.