3 | Unicard SmartPOS Usage

This article covers an overview of the relevant Unicard Workflows and Payment Processes within SmartPOS. Once Unicard BackOffice Configurations have been completed, Operators are able to accept Payments on SmartPOS. Just like most External Payments, Unicard Transactions will appear accordingly on Till Balance Reports for review.

This article covers an overview of the relevant Unicard Workflows and Payment Processes within SmartPOS.

Once Unicard BackOffice Configurations have been completed, Operators are able to accept Payments on SmartPOS. Just like most External Payments, Unicard Transactions will appear accordingly on Till Balance Reports for review.

Prerequisites 

• To access Unicard features, the following Operator privileges will need to be enabled 
• Operator Maintenance 'Till Privileges' Tab
• General: "Operate Tills" Flag
• Tables: "Table Sales" Flag 
• Operator Maintenance 'Reporting' Tab
• Sales Reports: "Allow Cash Reports" Flag

SmartPOS Workflows

Retrieve Accounts and Balances

• To retrieve the Accounts and Balances for a Unicard Holder, begin by placing the Badge Card in the appropriate position on the Pinpad Device, and entering the required PIN or pressing Enter to open the Account
  

1. Select the Pay Till Function to access the Payment Tender Option window
2. Choose the Charge to "xyz" button corresponding to the External Payment Name that has been configured in the External Payment Link Device's Device Options
3. A window will open displaying the Unicard Account Numbers and Account Names (and optionally Balances depending on the Device configuration)
• Operators can also Print Balances from a selected Account by tapping on the Print button

• Selecting the Unicard Device's External Payment button without authorization first; i.e. not tapping the Card on the Pinpad, will result in an error message prompt displaying on the SmartPOS screen - "No Account found at Epay Terminal" 
  
• Transaction Payment via Unicard External Payment cannot proceed until a valid Card is tapped on the Pinpad

Processing Unicard Payments

1. After completing the steps above to retrieve the Accounts, select the desired Account to Charge
2. Enter the Tender Amount
3. The Unicard Payment Account Charge Amount will be confirmed in the Transaction Window and the Transaction will be Finalized

• NB: Negative Amounts / Refunds are not allowed via Unicard; a Negative Amount Payment will result in the Payment Request Failing

Till Balance Report

• Within the Till Balance Report, the Unicard Payment Charges will be listed broken down by the Account Names as set up in the External Payment Link Device settings per the mapping configured
• For example, referencing image 1 from above where the External Payments are "Unicard Meals" and "Unicard Personal", the Till Balance will list separate lines for "Meals" and "Personal" Accounts, as well as a Group Total, called "[Group Total] Unicard"
  
• NB: The Group Total will only display for Till Balance Reports at a Venue-level and below since different Venues can have different External Payments configured