How to Accept Credit Cards with Loyverse POS and Worldpay

Topics

1. Assigning Payment Terminal
2. Configure Tip Collection
3. Processing Payments
4. Reports

 

Loyverse POS merchants can accept credit card payments via Worldpay (formerly Vantiv) (available to customers in the USA only).

Integration works only on the terminals Dejavoo Z6 and Dejavoo Z9.

Assigning Payment Terminal

Before assigning a terminal, make sure that the terminal is turned on, connected to the internet, and is in online mode.

In the Back Office in the Settings menu, click ‘Payment Types’. Click the ‘Add payment type’ button to add a new type of payment.

‘Add payment type’ button

In the ‘Create payment type’ window, select the ‘WorldPay’ payment type from the drop-down list. Save your changes when done.

select the ‘WorldPay’ payment

Then click on the ‘Set terminal’ button.

'Set terminal’ button

In the ‘Contact information’ form, enter your contact details. This information will be used by WorldPay to connect your terminal.

‘Contact information’ form

In the next window, enter the serial number of the terminal you want to connect.

Serial number of the terminal


If your store has several POS devices, specify which POS you want to assign the payment terminal to.

POS assigning to terminal


After clicking ‘Confirm’, the terminal should display the transaction in the amount of 0.01. If the notice of the transaction is displayed on the terminal, confirm the following dialog box in the Back Office and cancel the test transaction in the terminal.

Test terminal window


The terminal has successfully been assigned!

successfully assigned

In case the transaction of 0.01 does not show in the payment terminal, click ‘No’ in the corresponding dialog box and follow the instructions on the POS screen.

Connection error

Configure Tip Collection

You can configure the amount of tip to be displayed on the screen of the payment terminal.

To do this, go to the Settings menu in the Back Office, click ‘Payment Types’ and then click on the ‘WorldPay’ line.

click on the ‘WorldPay’ line

Turn the selector ‘Collect tip’ on. Enter the desired amount ​​of tip.

Turn on the selector ‘Collect tips’

You can also disable the option that allows customers to choose their tip value to something other than what's specified by you.

So you can add a predefined percentage or custom tips at the WorldPay terminal during a sale.

Note: Tip Adjust option has not been implemented - you are not able to edit tips after payment.

Processing Payments

Payment

Add items to the ticket and press ‘Charge’.

Select the WorldPay payment type.

WorldPay payment type


Loyverse POS will wait for a response from the terminal, and you will see an appropriate message on the screen.

message on the screen

If you have configured the ‘Collect tips’ option, the payment terminal will allow the customer to select one of your preset values or to specify a custom tip value.

Now, the customer will be able to complete the payment using their card.

If the transaction is successful, Loyverse POS will display ‘Payment is complete’ on the screen, where you may then print the receipt, send the receipt to your email, or return to the main screen.

In case of an error in the transaction, Loyverse POS will display an error message and print the receipt for the canceled transaction.

Paynent declined

Refund

You can refund the ticket fully or partially. WorldPay payment occurs as a refund of the receipt, paid in cash. The terminal is not used in the refund process.

Reports

You can view the total number of transactions performed with the WorldPay payment type. In the Back Office, select the ‘Sales by payment type’ report.

‘Sales by payment type’ report

When you export the report, you can see the total amount of tips for the WorldPay payment type.

You can also see the amount of tip, for each employee, in the 'Sales by Employee' report.

'Sales by Employee' report

 

See also:

How to Work with Credit Card Payments