External Credit Card Reader Transactions

This article outlines the setup and usage of the POS with an external credit card reader that is not meant to be connected to the POS. Such a credit card reader requires the manual input of certain values while processing both sales and refunds.

Prerequisites

• Modern POS App build: 5.12.3 and later
• Platform Support: iPad only
• Offline Support: yes

CMS Setup

To use an external credit card reader in an app, select External from the list of Card Readers For Store Associate Checkout for that app.

Note You’ll also want to set the default card reader as External as well.

To add credit card types, go to Store Management > POS Store Settings in the CMS. Type in a list of card type names for the value of Applicable Credit Card Types.

POS App Setup

To set the card reader to External from within the app, select Choose Reader from the sidebar menu. Then, make sure External is selected in the list in the middle of the screen, as shown.

POS App Sale Flow

If making a sale that'll be paid for with a credit card, you'll be presented with a form requiring these pieces of information:

• Amount
• Card Type
• Last Four Digits of Card
• Authorization Code

While this form is presented, carry out the transaction on the external card reader. After the transaction is complete, the card reader provides the authorization code. As shown, this form will be presented both in multitender mode and only if a single credit card is used to pay.

POS App Refund Flow

If processing a refund with an external card, a similar form with this information shows:

• Amount
• Card Type
• Last Four Digits of Card
• Authorization Code
• First Name
• Last Name
• Email (optional)