Overview

This article describes how to configure a Heartland Restaurant location to use the Pay App. This app enables a location to use the following payment terminals:

• Verifone T650C
• Verifone T650P

Connecting the Verifone T650P to Local Network

Before configuring Heartland Restaurant to use Pay App, you should connect your payment devices to the location’s network and record each device’s IP address. You should connect each device to the same network that the POS is connected to.

1. Turn the device on.
2. In the Home Screen, tap Settings.
3. Tap Network & Internet.
4. Tap Wi-Fi.
5. Select your local network.
6. Enter the network’s password, then tap Connect.
7. Wait until the device connects, then tap the Wi-Fi network’s icon.
   The app will display the network settings.
8. Record the IP address.
9. Tap the Home button (at the bottom of the screen).
10. Tap Payments Application.

You will need the IP address to define the device’s payment terminal record in the Heartland Restaurant Admin Console.

Configuring Pay App in Heartland Restaurant

To configure a location to use the Pay App, you must perform the following tasks:

• Configure the location to use the Pay App as its EMV solution.
• Define settings for each payment terminal that will use the Pay App.
• Configure one or more rooms to use pre-authorizations.

Set Pay App as the Location’s EMV Solution

1. Into the Admin Console’s Main Menu, click Account, then click the appropriate account.
2. In the Main Menu, click Location Setup, then click Payment Gateway.
3. In the Payment Gateway screen, in the In-Store Settings area, select UPA in the EMV Solution list.
   When you select the UPA solution, the program hides the Gateway list, since a location cannot use the Pay App with a Monetary or BridgePay gateway. Also, when you select UPA, the program automatically enables the Portico Direct feature.
4. In the Transaction Method list, select Sale/Adjust.
   
5. In the Heartland In-Store Settings area, enter the following necessary device settings:
   Site ID
   License ID
   Device ID
   Username
   Password
6. To save your settings, click Save.
   
7. Click Publish to publish the new printer to the POS.

Define Payment Terminals

1. In the Main Menu, click Location Setup, then click Payment Terminals.
2. In the Payment Terminals screen, click New.
3. In the Name box, enter a descriptive unique name for the device that this record represents.
4. In the IP Address box, enter the IP address of the device that this record represents.
   
5. Click Save.
6. Click Publish to publish the new printer to the POS.

Testing Each Terminal’s Connection to the POS

Once the payment terminals are configured, you can test their connections in the POS.

1. Log into the POS.
2. Tap the Options button.
3. In the Options menu, tap Manager.
4. In the Manager menu, tap Payment Terminals.
5. In the Payment Terminals screen, tap a tile representing one of the payment terminals you defined in the earlier section.
   The POS will display a panel describing the connection status between the POS and the selected device.
   
6. To test the current connection, tap Test EMV Connection in the Card Reader panel.

Pay App at the POS

Once you have the Pay App and the devices set up, you can use them to perform payment and preauthorization transactions for credit cards.

Performing a Payment Transaction

1. In the POS, create a new ticket, then add an item.
2. Tap Checkout, then tap Card.
   The app displays the Please Insert/Tap/Swipe card prompt.
3. Swipe, insert, or tap the card.
   If the site uses surcharges, the device may display a notification prompt. 
4. If the device displays the surcharge prompt, tap the Check button.
   
   If you dipped the card, the app will prompt you to remove the card.
5. If prompted, remove the dipped card.

The device will process the payment and send the verification response to the POS.

Performing a Preauthorization Transaction

1. In the POS, create a new ticket.
2. In the Ticket Info screen, tap Credit Card.
   POS will display “Authorize for <amount> on: <Payment Terminal>”.
   The app displays the Please Insert/Tap/Swipe card prompt.
3. Swipe, insert, or tap the card.
   The POS pre-authorizes the card for the pre-auth amount set in the Admin Console. Later, when the ticket is paid, the POS will authorize the card for its final amount, whether the amount is higher or lower than the pre-authorized amount.
4. Add one or more items to the ticket.
5. Tap Checkout, then tap Card.
6. Tap the tile for the preauthorized card.

The POS will process the payment.