How to Accept Credit Cards with Loyverse POS and Worldpay

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

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.

Settings menu, ‘Payment Types’, Vantiv line

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

‘WorldPay’ payment type adding

Then click on the ‘Set terminal’ button.

‘Set terminal’ button


In the ‘Authentication credentials’ form, enter the credentials you received from WorldPay: Merchant number and Web service password.

‘Authentication credentials’ form


Next, enter your contact details. This information will be used by WorldPay to connect your terminal.

contact details


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

the serial number of the terminal


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

POS assigning to the payment 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!

Terminal connected window


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 window


Instructional video on how to configure the Z9 terminal to a Wifi network on Vantiv website.
 

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.

 ‘WorldPay’ button at ‘Payment Types’
 

WorldPay payment type edit

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

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 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.

the WorldPay payment type


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

message after response from the terminal

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.

an error message

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.

Vantiv receipt at ‘Sales by payment type’ report

 

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

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

Tips at Sales by Employee report


See also:

How to Work with Credit Card Payments

Instructional video on how to configure the Z9 terminal to a Wifi network on Vantiv website.