BOI Integrated Card Payments

BOI Integrated Card Payments


INTRODUCTION

This guide outlines the basic functionality of a BOI integration with the Agility Professional.
Terminal functions once a transaction has started are actioned the same regardless of whether or not the integration is being used against Agility Professional or Agility Touch Screen Till.


SECURITY

To enable multiple card payments go to Tools\Tools Menu\Epos System Parameters\Receipt Reference Mandatory must be set in order to enable this feature.

POINT OF SALE

Start the till













Begin the sale of items
Once all items are entered select Credit Card(F6) under payment types
Follow the prompts on screen. If contactless is used, the sale will run to completion.
If card is inserted, it will request the customers pin code.











AGILITY DOES NOT PROCESS PAYMENT

Authorisation approved and merchant\customer card slip prints but agility freezes and does not process the payment
Sales needs to be entered again but sale processed in NON - INTEGRATED MODE
Record the items in the sale and quantity and price if changed
Close Agility down completely
Agility will still be running in the background so you will need to start task manager and end agility 

Select and then press end process

Now start the Agilityy, and from the till screen press Ctrl+R and the sale will restore to the till.
On the credit card button right mouse click 
Select YES

From Credit Card drop down select the option that is not INTEGRATED
This example has VISA



Now select OK

This form needs completing

In Visa card number just enter 1 and then OK

This then records the sale as a credit card but non integrated.

Multiple Payment Methods Transactions - Agility Pro ONLY

This feature allows you to split the payment of a sale across two or more cards, or payment methods.
For transactions where multiple payment methods are used, such as more than one credit card or a credit card and a 1forALL card, or multiple 1forALL cards -  do the following:

Right mouse click on the credit card button:


This message will appear, click YES:


This window will then appear:


Press F9 on your keyboard to clear the Amount: Paid field to zero:


Then type in the amount you wish to take from the first card, in this example €50:


Then select Integrated from the Credit Card dropdown:


The below message will appear, click YES:


And then click OK to send the payment to the credit card terminal:



Have the customer use the first card:


Once the first payment is taken, this screen will appear:

The above screen shows the Sale Total, how much has been received so far and then gives numerous different options for taking the remaining balance. And then at the bottom shows the remaining balance left to pay.

In this example we will take another card payment of €20, to do this click on the  F6 Take Credit Card button:


Again, click yes to the below prompt:


And then press F9 on your keyboard to clear the amount:


And then input the amount to pay (€20 in this example):


And then click OK to send the €20 payment to the credit card terminal:


Have the customer use the second card:


Once again, this screen will appear. Note how the Amount received is now €70, as we have take two payments of €50 and €20. And the remaining balance to pay is €40


At this point we can take another card payment, or the customer may want to pay the remaining balance with cash or a gift card. Or continue to split the transaction further still. For this example, we will just take the remaining balance as another card payment.
So we would click F6 Take Credit Card, then Yes to the message. Then we this appears, as we are taking the remaining balance, there is no need to use F9, we would just click OK:


This sends the final payment to the card machine, the customer pays and the the below prompt appears:

Select what you wish to print, and the press Enter on your keyboard.

REFUND PAYMENT

  1. From the POS press the Refund for Returned Goods button (F11)
  2. The POS is now in refund mode and items can be added to the list as returns.
  3. Alternatively used the Associated Sale button (F10) to search for the exact sales record to be returned.
  4. To begin the refund transaction, click the Credit Card button (F6).
  5. The integration window will appear and act the same as a basic sale.

END OF DAY REPORT (Z REPORT)

    To reconcile your credit card payments with your merchant copies in the till screen go to:

Till Maintenance>Integrated Credit Report this will print a list of all transactions and reset the totals

This has to be done in location and not possible with Remote Cash Up

BOI PORTAL

BOI will also give you login credentials to their online portal which will show you transactions for the previous day.

The card terminal also has a job that runs at 11pm to upload sales.

CNP (CUSTOMER NOT PRESENT) / MOTO (MAIL ORDER/TELEPHONE ORDER)

MOTO is synonymous with CNP. To complete a CNP transaction, when prompted is the customer present on Agility, select Yes. The card machine should now activate. Follow the steps below to complete a CNP transaction.


·         Sale on Till System amount sent to Pin Pad

·         Wait for display to show the contactless symbol

·         Type in the 16 digit card number given to you by the cardholder (please note the 1st card number digit must be pressed a second time as the first key press brings you to a new screen) and press the green button to confirm. Make sure you see the 16 digits entered on the screen.

·         Enter valid expiry date (format MMYY) and confirm by pressing the green button

·         Is card holder present Y/N, select No

·         Select option 2 Telephone Transaction

·         Enter CVV number (3 digit number on back of card) and confirm by pressing the green button

·         Display shows Authorisation Response and merchant receipt prints




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