Credit Card profiles define authorization procedures for credit card sales at your department.
The ETS Profile Subtype is designed for use with RecTrac's Electronic Redirect Interface (ERI) with ETS.
See Also: Topic Doc - Electronic Transaction Systems (ETS).
Making changes to a profile is an Audited Event. Additionally, Linking, Removing, Purging, and Cloning profiles are also Audited Events.
See Also: Topic Doc - RecTrac Profile Assignments Screen, Hierarchy Guide, and Profile Listing.
See Also: Video - Profile Review
SAProfile_CreditCard_ETS_Tab1
Perform Tender Exchange for Tip Processing (SAProfileDetails_PerformTenderXforTipProcessing)
This option is applicable only if you select Restaurant as the Account Type for this profile.
Select this option if you give your servers cash for tips charged to credit cards at the end of their shift.
Leave this option de-selected if servers are given credit card tips as part of their wages or in another form after settlement with the bank.
For example Bobbie Sox finishes her shift and has $100.00 in tips from checks/bills paid by credit card. If you give Bobbie $100.00 from the cash drawer you would select this option. If instead you cut Bobbie a check once your bank has reimbursed you for the credit card sales then you would deselect this option.
DeleteCheck Paycode Prefix for Pinpad Prompt (SAProfileDetails_CheckPayCodeForPinPadPrompt)
This field is for future use.
DeleteAuth Copies (SAProfileDetails_AuthCopies)
Select the number of credit card/e-Check authorization receipts you want to print upon completion of a transaction. For example, '2' (for two copies): one for the customer, and one to be signed and placed in the cash drawer..
Auth Copies print along with the regular receipt.
DeleteRequire Signature Amount (SAProfileDetails_SignatureAmount)
How this field is used is dependent upon your credit card solution. In all cases, the value you enter in this field is a threshold value used to determine whether a signature line is printed on the Auth Receipt. Refer to your credit card solution below for more specifics.
CardConnect - The value in this field is involved in determining whether the Ingenico isc250 pin pad prompts for signature or not. It is also used to determine whether a signature line is printed on the Auth Receipt.
- If the isc250 prompts for signature, and the customer signs, then the signature is captured and no signature line will print on the Auth Receipt.
- If the value of the sale is less than the value entered here, the Auth Receipt will print with Signature Not Required."
- For example the isc250 is set to require signature at $25.00. The value in this field is $25.00. A sale of $25.00 or more will prompt for a signature on the isc250 and no signature line will print on the receipt. A sale of $24.99 or less will result in no signature capture on the isc250 and "Signature Not Required" being printed on the Auth Receipt.
Note: If using the Ingenico isc250: If you are prompted for a signature and the customer signs then the signature is captured and no signature line prints on the Auth Receipt. If you are not prompted for a signature then "Signature Not Required" prints on the Auth Receipt.
Elavon can make a change on their side to always prompt for signature on the isc250 or to never prompt for signature.
PlugNPayThis field is used to determine whether a signature line will print on the Auth Receipt only. Any sale equal to or greater than the amount entered here will result in a signature line being printed on the Auth Receipt. Any sale less than the value entered here will result in an Auth Receipt with no signature line. For example you want customers to sign for any sale greater than $20.00. You would enter "20.00" in this field.
Note: PlugNPay does not offer pin pads that incorporate signatures at this time.
Master Key (SAProfileDetails_MasterKey)
Enter the Master Key (i.e. the password) that you received from ETS.
Passwords are masked in RecTrac. Passwords in RecTrac appear either as a series of pipes" or dots in password fields (i.e. | | | | | or •••••).There is no Permission that allows you to see an actual password. There is no Report in RecTrac that will display a password.
Additionally RecTrac user passwords and WebTrac user passwords are encrypted based on the configuration settings as maintained on your Encryption profile.
DeleteTerminal ID (SAProfileDetails_TerminalID)
Enter the Terminal ID for this profile that you received from ETS.
Note: If there is no Terminal ID entered on the ETSDevice Pinpad profile the system will use the Terminal ID entered on the ETS Credit Card profile. In other words data entered in this field on the ETS Pinpad profile takes precedence over data entered in this field on the ETS Credit Card profile in the event you have data in this field on both profiles.
ETS Base URL (SAProfileDetails_ETSBaseURL)
You will not visit this field.
This field is hardcoded to https://htv.emoney.com/v3/adapters.
DeleteAccount Type (SAProfileDetails_AccountType)
Select the type of Account you want to use for this Credit Card profile.
- Normal Retail - Used for normal every day transactions performed in RecTrac.
- e-Commerce - Used for normal every day web-based transactions, such as those performed by patrons in WebTrac.
- Restaurant - Used where credit card transactions will include tip processing, such as in a restaurant or bar.
- MOTO - Used for Installment Billing processed through RecTrac.
Tip GL Code (SAProfileDetails_TipGLCode)
This field is applicable only if you process tips from within RecTrac and is generally restricted to Restaurant Account Types only.
Select the GL Code to which you wish tips to post. This field must be populated in order to gain entry to the Tip Processing program.
GL Codes are maintained in GL Code Management.
DeleteTip Cost Center (SAProfileDetails_TipCostCenter)
This field is applicable only if you process tips from within RecTrac and is generally restricted to Restaurant Account Types only.
Select the Cost Center to which you wish tips to post if desired.
Cost Center Codes are maintained in Cost Center Management.
DeleteMerchant Type (SAProfileDetails_MerchantType)
Expand the Drop-down list to select the Merchant Type for this profile.
- Payment Merchant Account - This profile will be used for processing daily sales from any Account Type (Normal Retail, E-Commerce,or Restaurant).
- IB Merchant Account - This profile will be used for processing Installment Bills linked to Credit Cards that you process through ETS.
ECOM Request ID (SAProfileDetails_ECOMRequestID)
Enter the Request ID that you received from ETS.
Note: Strip any braces/curly brackets from this field if they appear.
For Example: ETS provides the following for ECOM Request ID: {49B32D2W-4AFF-4S27-931A-341AG9E60884}. You would remove the braces/curly brackets "{ }" from both ends of the field and enter only the alpha-numeric characters and dashes as they appear.
Card Brands Accepted (SAProfileDetails_ETSCardBrandsAccepted)
Click the Combo Box icon to select the Credit Card brands you accept.
Press and hold the <CTRL> key and click with your mouse to multi-select.
DeleteManaged Profiles (SAProfileDetails_ManagedProfiles)
For the PayTrac credit card gateway.
Select the other credit card profiles you want the ability to work with. This controls the records that show in the tip processing program. It does not control the records that display in programs where you can link cards for installment billing household auto pay or tee time no-show. In those programs the records that will display are any "PayTrac" active card on file that was obtained / used for payments in WebTrac.
For CardConnect Elavon/ETS PlugNPay and VeriFone credit card gateways.
Select the other credit card profiles you want the ability to work with during the manual or auto settle process.
DeleteApply/Cancel Message (SAProfileDetails_CustomApplyDupeMessage)
Enter the message that you wish to display in the event your clerk receives an Apply/Cancel option. The Apply/Cancel message will appear when a transaction fails to complete in RecTrac but gets authorized by Your credit card gateway.
VSI recommends using the following message (or something similar):
Choose 'Apply' if the sale failed when processing the credit card during the previous transaction. Clicking 'Apply' will NOT charge the card a second time as it has been authorized for this sale. 'Apply' will use the Your credit card gateway authorization to complete the sale in RecTrac.
"Choose 'Cancel' to cancel this process and return to the payment screen."
For Example a credit card sale fails to complete in RecTrac but the credit card is authorized by Your credit card gateway. At this point RecTrac and Your credit card gateway are not coordinated and the Your credit card gateway report would include this exception. The clerk then attempts the sale again in RecTrac using the same credit card and the same dollar amount. If the credit card number and dollar amount passed to Your credit card gateway match a previous authorization in the Your credit card gateway database then Your credit card gateway passes back the transaction's Order ID to RecTrac. RecTrac then looks to see whether a matching Order ID exists in the RecTrac database. If no matching Order ID is found the system will ask the clerk whether they want to APPLY that Order ID (from the previous Your credit card gateway authorization) to the current RecTrac transaction so that a duplicate credit card authorization is not done on the customer's credit card account. As a result of the clerk APPLYing the Order ID both RecTrac and Your credit card gateway will now be in sync. Optionally the clerk may CANCEL and return to the payment screen.
DeleteForce/Cancel Message (SAProfileDetails_CustomForceDupeMessage)
Enter the message that you wish to display in the event your clerk receives an Force/Cancel option. The Force/Cancel message will appear whenever a clerk attempts to process the same credit card for the same dollar amount, but for a different transaction, within a two minute time span.
VSI recommends using the following message (or something similar):
Choose 'Force' if this a brand new sale to the same credit card for the same dollar amount from a previous sale and you wish to charge the customer a second time."
"Choose 'Cancel' to cancel this process and return to the payment screen."
For Example a patron purchases an ice coffee for $5.00 and remits with a credit card. As that sale is completing the patron asks for a second ice coffee and pays again with the same credit card. When processing the second payment Your credit card gateway will identify that as a duplicate charge (and potential fraud) pass it back to RecTrac and display the Force/Apply Message. This message warns the clerk that the card was already charged and allows them to decide if it should really be charged again.
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