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At KlickTrack, we know that ensuring smooth and efficient transactions is crucial to providing a positive customer experience. As such, in this article, we will go over step-by-step instructions on how to run a sales transaction with a Pin Debit terminal, ensuring that you can efficiently process debit card payments to keep your business running smoothly.
You can quickly jump to a specific section of this article by using the links below:
- Enabling Pin Debit as a payment method
- Running a sales transaction with Pin Debit
- Canceling the transaction
- Troubleshooting sales transactions
▪ Dispensaries interested in offering Pin Debit as a payment option must first sign-up with Hypur.
▪ Pin Debit is available on KlickTrack app version 2.20.16 and higher.
▪ You must connect the terminal and register first before running a sales transaction.
Enabling Pin Debit as a payment method
Before you can run sales with Pin Debit, you need to enable the payment type in the App Settings.
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From the register or back office, click the 3-dot nav to open the App Controls panel.
- Select “App Settings” from the Hardware Shortcuts section of the panel.
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Under “Register Settings > Sales,” toggle on the Pin Debit payment type.
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Press Save
Pin Debit will now appear as a tender type option on the register payment method screen.
▪ Please note that Hypur does not recommend setting a surcharge for Pin Debit payments.
▪ If you decide to add a surcharge, make sure that the convenience fee amount set in your merchant portal matches the surcharge amount you set in KlickTrack, or you will end up with reporting discrepancies between the two.
Running a Sales Transaction with a Pin Debit Terminal
Step 1: Select Pin Debit at the register
On the register payment method screen, select Pin Debit.
Step 2: Terminal Selection
- If you are a dispensary with multiple pin debit terminals set up, select the terminal you want to use for this transaction.
- If you only have one terminal set up, the system will use it by default.
Step 3: Sales transaction information is sent to the terminal
Once a terminal is selected, several things will occur:
- The register will connect to the terminal and send the sales transaction information.
- You will be driven to an interim payment holding screen.
Step 4: Customer enters their debit card information
Switch to the terminal and have the customer tap, swipe or insert their card.
- You can also enter the card information manually by pressing the “Enter card” button on the terminal.
Step 5: Processing the payment
The terminal will send the information to the payment processor.
Step 6: Confirmation sale is approved or declined
The terminal will receive an approval or declined response from the payment processor.
If the payment is approved
- The terminal will show a success screen.
- The KlickTrack user will be directed to the Sale Complete screen.
- The transaction receipt will be printed.
This receipt will contain all of the necessary references you need to marry up the information in your Spin portal with your KlickTrack reports, including the 24-digit Spin transaction ID. You can also find the transaction ID on the sale modal.
If the payment is declined
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The terminal will show a declined screen
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The KlickTrack user will be directed to the Payment Method screen and shown an error message.
Canceling a Sales Transaction
All sales transactions must be canceled from the terminal. If you need to cancel a sales transaction, you can do so before the transaction is sent to the payment provider for approval:
- On the terminal, press the yellow back button on the sale screen
- Then, confirm the cancellation by clicking the green button on the "Abort Transaction?" terminal modal
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- Once you confirm the cancellation on the terminal, KlickTrack will pop an alert that lets you know that the transaction has been manually canceled. Click "OK" on the alert to return to the payment method screen.
Pressing the “Close” button on the KlickTrack interim payment holding screen will close the page, but it will not cancel the transaction in the terminal. The terminal will continue to wait for you to take action until it times out after 120 seconds of non-activity.
Therefore, we highly recommend that you cancel the transaction via the payment terminal rather than the Klicktrack interim payment holding screen so that you do not block the terminal from accepting another transaction.
Troubleshooting Sales Transactions
In this section, we’ll go over common errors and issues that could occur during the sales transaction process and provide you with information on how to quickly resolve these issues so that you minimize any potential downtime and ensure that your transactions continue to run smoothly.
The information below covers common issues related to sales transactions, but other errors can occur. If you can't find your issue below, please check out our "Troubleshooting Pin Debit" article, which covers a broader array of potential errors.
Error Message Overview
| Error Message | Potential Cause & How to Resolve |
|---|---|
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Payment terminal not found
OR
Register not found |
Potential Cause The terminal is not active and/or cannot be found. This could be due to the following:
How to Resolve
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Payment Terminal is currently busy
OR
Terminal in Use |
Potential Cause The terminal is unable to receive the connection request because it is currently busy for whatever reason, including:
If this error was received after a manual cancelation and no cancelation message was shown in KlickTrack:
This error is rare but can occur if the terminal cannot receive a response from Spin on the cancelation request. The terminal interface will resolve, but the server believes it is still processing the request, so no response is sent to KlickTrack. This error is generally the result of an issue with Spin.
How to Resolve
If this error was received after a manual cancelation, check to make sure that your register and terminal are connected to Spin.
Please Note: Step-by-step instructions for verifying your connection can be found in the "Other Potential Errors > Lack of connection to Spin" section of our Pin Debit Troubleshooting article. |
| This Transaction has Timed Out |
Potential Cause The request was sent to the terminal, and, for whatever reason, the terminal did not respond in time. The payment terminal sends a default time-out response after 120 seconds of inactivity.
Potential causes of the time out:
How to Resolve
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Invalid Reference ID
OR
Request cannot be completed |
Potential Cause: This error can occur if the sale request was processing when it was interrupted or encountered an error for whatever reason (i.e., the internet connection dropped, the terminal powered down, etc.)
How to Resolve:
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| An unknown failure has occurred |
Potential Cause Unknown failures can be caused by many things, including a system time-out, a dropped internet connection during the connection process, a momentary hardware error, etc.
How to Resolve
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