How to Accept Credit Cards with Loyverse POS and Vantiv

Loyverse POS merchants can accept credit card payments via Vantiv (available to customers in 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’ and in the Vantiv line, click the ‘Set Terminal’ button.

Settings menu, ‘Payment Types’, Vantiv line

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

‘Authentication credentials’ form

Next, enter your contact details. This information will be used by Vantiv 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 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, in the Back Office go to the Settings menu, click ‘Payment Types’ and then click on the ‘Vantiv’ button.

‘Vantiv’ button at ‘Payment Types’

Vantiv 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.

 

Processing Payments

Payment

Add items to the ticket and press ‘Charge’.

Select the Vantiv payment type and press ‘Charge’.

the Vantiv 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 payment using their card.

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

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

an error message


Refund

You can refund the ticket fully or partially. Vantiv 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 Vantiv 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 also see the total amount of tip for the Vantiv 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

 

Batch Сlose

Automatic Batch Close

By default, the system would automatically batch at 4:00 am ET.  This means that you need to ensure that any tips have been added before the end of the day. Other than that, no action is required on your side.

Manual Batch Close

You can also close a batch manually. However, before you go in to close the batch on any terminal, you will need to ensure that all tips from every terminal have been entered first.

To perform manual batch close, follow these steps:

  • Power on the terminal by pressing the Up arrow key on the bottom-left corner of the keypad.
  • When the terminal finishes initializing, press the green OK button on the keypad to access the terminal's Core Menu.
  • When prompted, enter the Manager password using the keypad and press OK.
  • Tap Settlement.
  • Tap Settle Daily Batch. Enter the Manager password again.

 

 

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.