Credit Card Menu (understanding the screen)

Version 9 and Above (EMV Only)

Location: Managers Menu > Credit Card Menu

The credit card menu lists all transactions tendered with a credit or debit card. From the credit card menu, you can view each check that was tendered using a credit card as well as any tip or gratuity added. If you select the “Batch Charges” button you will close the current batch. When you do this, MicroSale sends the credit card information that was stored for that day to the merchant provider for settling. The Daily Closeout will prompt you at the end to settle the batch, so you normally would not initiate this manually.

Credit Card Menu Terms

Term	Description
Auth. No	Comes from the processor
Status	Deposit, EMV Sale, Void, or Offline
Check No	The assigned number for a check
Servers	Name of the employee who tendered the order
Charge Amt	The total price of the check including tax
Gratuity	Any tip or gratuity that was added to the card. Touch this field if you need to edit the tip prior to sending the batch.
Account Number	The card number on the swiped card showing only the last 4 digits
Check Total	Overall total of all checks tendered using a credit card
Tip Total	Overall total of all tips applied to credit cards
Batch Total	Check Total + Tip Total

Manually sending the batch

Typically the batch settles at the end of the closeout process. It is important to run the closeout prior to batching charges. The only reason to manually batch charges is if the closeout errored or if the batch did not settle after the closeout.

1. Select Batch Charges
2. Select Yes to batch
3. When the batch settles, the list of current charges clears off the screen and sends off to the processor

Version 9 and Below (Standard Processing; Non-EMV)

The Credit Card Menu is accessible on any terminal and by default is restricted to Assistant Manager (Level 4) access level or higher. This area provides the ability to turn off authorization, preprint previous batch reports, view offline charges, and settle the batch.

• Authorization is On / Off – This button is what we refer to as a “toggle” button, meaning that when you select it, the button will toggle between on and off. The use of this button will force all credit cards to be automatically be marked as an offline charge (no authorization issued) or online charge (authorization issued). This feature is most helpful for sites experiencing intermittent network issues during a storm or maintenance on the building.
• Reprint Batch – This function will allow you to browse through historical batch reports. Each report will be named with the date in which it was created.

Note: The first time this button is used, you may be prompted to “Please select a Reader”.  If so, you will need to do the following:

• Select the “Batch Utilities” button
• Select the button marked “Select Program to Read PDF Files” a Windows “Open” box will display
• Select “My Computer” from the left side of the screen and browse to a PDF Reader you already have installed.
  If you do not have one installed you can download a free one from Adobe Reader, FoxIt Reader, etc.

Example: C > Program Files > Adobe > Reader Version# à Reader > AcroRd32.exe

• Select “Open” once you have located the executable file for your PDF reader
• A message stating “Saved” will appear and disappear quickly on the screen

• Print Batch – This function will print the current open batch report.
• Process Off Line Charges – This function will attempt to receive an authorization number for each offline charge within the current open batch.
• Batch Utilities – This function will launch a new window with a few extra options:
  • Clear Batch – This function will delete ALL credit cards in the current batch without settlement or making any back up!!
    DO NOT USE THIS FUNCTION WITHOUT ASSISTANCE FROM A TECHNICIAN!
  • Show Entire Batch – This function is used when multiple days’ batches have run together but you have run the close out each day. This will show all days charges that are still open, combined.
  • Change Batch # – This function is only used with DataCap customers who incur a problem settling their current batch through the NetEPay software and have been instructed by DataCap technicians to change the batch number.
  • Search all terminals lost charges – This function will pull in all locally stored charges on other terminals due to a network issue or other communication problem.
  • Select Program to Read PDF Files – This function assigns a specific PDF reader as the default software for reading and writing PDF Batch Reports. Locate the instructions earlier in this document with the “Reprint Batch” function for a guide.
• Batch Charges – This function will manually settle or close your current credit card batch. You should rarely need to use this function as running the Daily Close Out will prompt you to settle the credit card batch automatically.
• Exit – This function will return you to the Managers Menu