Support: Main Terminal

From the Main Terminal of the USAePay app, you can access the quick payment function, process new orders, issue refunds to a customer and post voice authorizations for offline transactions.


Along the bottom of the screen you will also find icons to access your transaction history, product list and application settings.


Quick Payment (Manual Entry)

The quick payment screen is the perfect place to start if you need to accept payment from a customer without listing individual items or additional information.


Amount

Begin by entering the amount you would like to charge along with any necessary tax.

Use the NEXT arrow to move to the next field and the PREVIOUS arrow to go back and make any necessary changes. When you have entered the amount and the tax, simply touch the NEXT arrow to proceed to the description screen.

TIP: You can set a default tax percentage on the Quick Payment screen in the Settings section of the application.

Once you have entered the amount of the transaction, the blue Pay button will appear at the top right of the screen and you will be able to jump instantly to the credit card information screen if there is no description information to enter.





Description

Enter as detailed a description of the transaction as you like along with the invoice number and purchase order if applicable.

TIP: Enter a description that will help you remember the details of the transaction later, such as Monthly Hosting Fee or 8 Piece Glassware Set rather than generic descriptions such as Sale or Fee.

Note that the amount of the transaction appears at the top right of your screen, so there is no need to go back to double check.



When you have entered the description, invoice number and purchase order number, touch the NEXT arrow to proceed to the payment screen.

TIP: To automatically record incremental invoice numbers, turn the Increment Invoice on the Quick Payment screen of the Settings section of the app to ON.


Cardnumber

Enter the credit card details necessary to process the transaction. On this screen you will enter the 13-16 digit credit card number, expiration date and CVV/CVV2, the card holder's name as it appears on the card, as well as the cardholder's billing street address and zip code.



Once all credit card information has been entered, the NEXT arrow will automatically transform into a PROCESS key. When you are ready to process the transaction, touch the PROCESS key and the transaction will be processed immediately.

If the transaction was successful, you will receive instant confirmation of the transaction via this screen:


Or, if the transaction has been declined, the screen will look like this:


From either of these screens you can choose to email a receipt to the customer, or touch Done to close the Transaction Approved screen and return to the Terminal.

To review a declined transaction, you can visit the History section of the application.


Capture Signature

To capture and record the customer's signature digitally, touch the Capture Signature bar and ask the customer to use the iPhone or iPod's touch screen to enter their signature for the sale on this screen:


The customer will sign his or her name on the line, and touch the Accept bar when he or she is finished. Once the customer's signature has been captured and recorded, you will be returned to the Transaction Approved screen, from which you can choose to email a receipt to the customer, or touch Done to close the Transaction Approved screen and return to the Terminal.


Add/Adjust Tip

If you have set your Quick Payment terminal settings to prompt for tip, the customer will have the opportunity to adjust the tip percentage before signing.



Email Receipt

If the customer would like a receipt via email (or if you would like to send a copy of the transaction to your own email) simply touch Email Receipt and enter the email you would like to send the receipt to in the field provided on the next screen:


Enter the email to which a receipt should be sent and touch Send. The emailed receipt will be sent and you will be returned to the Transaction Approved screen from which you may touch Done to return to the Terminal, or Email Receipt to send another copy of the receipt to an additional email address.

You can customize your customer receipt template and information on the Receipts screen in the Settings section of the app as well as set your PaySaber to automatically print paper receipts.

TIP: Transactions may be denied for a number of reasons, including mismatched customer name, address or zip code. Simply recheck your information and try the transaction again before taking further action.


New Order

To process an order with more detailed information (such as an itemized list of purchases, the customer's shipping and billing addresses and other information), or accept payment via credit card, check or cash, you can use the New Order option, which allows you to enter individual items and accept and track payments in a variety of forms (credit card, check, and cash). Your customer can pay for their purchase with any of these methods, or may use a combination of methods. This function also allows you to accept partial payment for an item and save the transaction to complete it later.


Using the three icons at the bottom of the screen, you can select a customer from your customer database, add details such as billing and shipping address, PO number, email address and additional notes, and add items to the order from your products database.


Select Customer


To select a customer from your customer database, touch the Customer button at the bottom or the screen. You can touch the name of the customer for whom the order is to be placed, using the search field at the top of the Select Customer screen to find a specific customer. You can search by Name, Phone Number, or Customer ID.


You may only select one customer per order.


Order Details

From the Order Details screen you are able to view and edit any additional details that should be recorded with the transaction such as the customer's billing and shipping addresses, email and telephone number, as well as order specific details such as Purchase Order (PO) Number and any notes that may be relevant.



Entering a Billing and/or Shipping Addresses

Touch the empty space beneath the Billing Address heading to add or edit the billing address and the space beneath the Shipping Address to add or edit shipping information.


When you have entered the information, touch the blue SAVE button at the top right of the screen to save the information and return to the order.


Entering a PO Number, Phone Number and/or Email Address

Touch the line that you would like to edit and enter the required information in the space provided.


Note: Be sure to enter the email address in the correct format [name@emailprovider.com] to ensure that your emails will be deliverable.


Entering Notes on an Order

You may include a note to yourself or to your colleagues on any order by touching the Notes field at the bottom of the order details screen.



Add Item

To add an item manually, touch the add item icon or field. You will be taken directly to your Product Database from which you can select an item from the list, or use the search box at the top of the screen to find an item via any keyword, the item's title, SKU, or Vendor.


Touch the item you would like to add and you will go to the item's full information screen on which you can ensure that all details are accurate as well as adjust the price and quantity of the item for your order.


When you are ready, touch the green NEXT arrow or the blue ADD button at the top of the screen to confirm the item's details and add the item to the order.


When you have added all of the desired items, simply touch the green TAKE PAYMENT bar on the Order summary screen to complete the order and process payment.


Take Payment

Your customer can pay for their order in several different ways. Choose the desired payment method from the Take Payment screen to proceed with the transaction.



Credit Card

The default payment screen will include fields for credit card information, including card number, expiration date, CVV/CVV2, cardholder's name, billing street address, and zip code.


Enter the required information and touch the PROCESS button at the top right of the screen to process the transaction and complete the sale.



Capture Signature

To capture and record the customer's signature digitally, touch the Capture Signature bar and ask the customer to use the iPhone or iPad's touch screen to enter their signature for the sale on this screen:


The customer will sign his or her name on the line, and touch the Accept bar when he or she is finished. Once the customer's signature has been captured and recorded, you will be returned to the Transaction Approved screen, from which you can choose to email a receipt to the customer, or touch Done to close the Transaction Approved screen and return to the Terminal.


Add/Adjust Tip

If you have set your Quick Payment terminal settings to prompt for tip, the customer will have the opportunity to adjust the tip percentage before signing.



Email Receipt

If the customer would like a receipt via email (or if you would like to send a copy of the transaction to your own email) simply touch Email Receipt and enter the email you would like to send the receipt to in the field provided on the next screen:


Enter the email to which a receipt should be sent and touch Send. The emailed receipt will be sent and you will be returned to the Transaction Approved screen from which you may touch Done to return to the Terminal, or Email Receipt to send another copy of the receipt to an additional email address.

You can customize your customer receipt template and information on the Receipts screen in the Settings section of the app as well as set your PaySaber to automatically print paper receipts.


Take Payment - Cash

The easy-to-use cash payment screen allows you to use visual dollar bill touch icons to enter the exact amount of cash handed to you by the customer and calculate how much change to give them instantly. If they pay with exact change, simply touch the red EXACT button in the cash tendered line.


Once you have entered the correct amount of cash, touch the blue PROCESS button on the top right of your screen, or the green PROCESS button above the keypad that will appear as soon as the cash tendered field has been filled; the sale will be recorded and a summary of the order will be displayed on the screen, including the amount of change due if applicable.



Email Receipt
If the customer would like a receipt via email (or if you would like to send a copy of the transaction to your own email) simply touch Email Receipt and enter the email you would like to send the receipt to in the field provided on the next screen:

Enter the email to which a receipt should be sent and touch Send. The emailed receipt will be sent and you will be returned to the Transaction Approved screen from which you may touch Done to return to the Terminal, or Email Receipt to send another copy of the receipt to an additional email address.

You can customize your customer receipt template and information on the Receipts screen in the Settings section of the app as well as set your PaySaber to automatically print paper receipts.


Take Payment - Check

You can now accept check payment from your customers by selecting the check option from the Take Payment screen. On the check page you should enter the check number as well as any additional information such as the customer's driver's license number and/or telephone number.


Once you have enter the information, touch the green NEXT arrow at the top of the keypad and a confirmation screen with the check number, amount paid, and a reference number will be displayed.



Email Receipt
If the customer would like a receipt via email (or if you would like to send a copy of the transaction to your own email) simply touch Email Receipt and enter the email you would like to send the receipt to in the field provided on the next screen:

Enter the email to which a receipt should be sent and touch Send. The emailed receipt will be sent and you will be returned to the Transaction Approved screen from which you may touch Done to return to the Terminal, or Email Receipt to send another copy of the receipt to an additional email address.

You can customize your customer receipt template and information on the Receipts screen in the Settings section of the app as well as set your PaySaber to automatically print paper receipts.


Customer Payment

The Customer Payment function may be used if you have saved payment methods unique to individual customers in your customer database. See the Customer Database section for more information about adding customer payment details.


Split Payment

To submit multiple payment methods for a single order, use the split payment function. You can accept multiple credit cards, cash or checks in any combination.


Type in the amount of the initial payment using the touch screen keypad.


The adjusted balance due will be displayed directly to the right of the payment amount.


The amount that has been paid will be displayed directly to the left of the payment amount.


When you have entered the amount to be paid, select the method of payment (credit card, check or cash) and you will proceed to the payment information screen. Swipe the customer's credit card or enter the card, cash or check information manually.

Following submission of payment, you will then proceed to the confirmation screen as usual, but when you touch the DONE button, instead of being returned to the main terminal, you will return to the order screen which will display the new balance, as well as the total amount of the order and any payment information that has already been entered.


From this screen you can take additional payment, or return to the main terminal. If you choose to return to the main terminal without completing the order, the order will be saved in the History section under Partially Paid Orders.


Issue Refund

To issue a credit card refund to a customer for any reason, touch the Issue Refund bar on the main Terminal screen and use the NEXT arrow to proceed through a quick series of steps and enter the necessary information. The process is similar to that of accepting a quick payment, but the word Refund will appear at the top left of the screen.


Enter the subtotal and tax in the fields provided, then touch NEXT to proceed to the following screen and enter a brief description of the reason for the refund, or the product(s) being returned as well as the invoice and purchase order (if desired).


On the next screen you can manually enter (or swipe to enter) the customer's credit card number, expiration date and CVC/CVV2 as well as the card holder's name, billing street and zip code.

Note: only the card number and expiration date are required to process the refund. Once these pieces of information have been entered, a blue PROCESS button will appear near the top right of the screen. You may touch it at any time to process the refund.


When you have entered the required information, touch PROCESS to proceed and issue the refund to the customer's credit card. You will receive notification when the refund was accepted, including a reference number and authorization code.


You may send an email receipt for the transaction to the customer, or to any other email address, by touching the Email Receipt bar and following the instructions on the screen to enter the desired recipient's email address and send a receipt.


Post Voice Authorization

To post authorization for an offline transaction, touch the Post Voice Authorization bar on the Main Terminal screen. In the space provided, enter a valid authorization code that was provided by a bank or other authorized institution, then touch the NEXT arrow above the keypad.


On the next screen, type in the amount of the transaction, including both subtotal and tax.


Touch the NEXT arrow and proceed to the next screen where you can enter a description of the transaction, as well as invoice and purchase order numbers.


Touch the NEXT arrow when you're done and enter the credit card information on the next screen.


When all information has been entered, touch the PROCESS bar to run the authorization code through the gateway and proceed to the Transaction Approval status screen from which you can capture the customer's signature and send email receipts.

Quick Links  

 
     > Main Terminal
     > History
     > Settings
     > Customer Database
     > Product List
     > PaySaber Device Details

     > Download Guide as PDF

     > Contact Information
  

Additional Support Options

Customer Service

For questions regarding setup and usage of the PaySaber device and software please contact the Customer Service Center or use the online support documentation.

+1 866 872 3729Tollfree:
+1 323 931 2233Local:
+1 323 931 2231Fax:
support@usaepay.comE-mail:

GorCorp Inc.
4929 Wilshire Blvd., Suite 800
Los Angeles, CA 90010

Technical Support

Questions pertaining to the technical aspects of the PaySaber software or hardware can be addressed to the corresponding technical support team.

Software Technical Support
+1 866 872 3729 x706 Telephone:
+1 323 931 2233 x706Local:
software@usaepay.com E-mail:

Hardware Technical Support
+1 866 872 3729 x322 Telephone:
hardware@usaepay.com E-mail:

Sales & Product Info

The PaySaber line of products are maintained and owned by USAePay. If you have any questions regarding sales or reselling the PaySaber line of products, please contact the Reseller Sales department. A reseller representative will be able to help you get set up right away or sign up online today.

Reseller Sales Inquiries
+1 866 490 0042Telephone:
resellers@usaepay.comE-mail: