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ECM Setup

Configuration 

Set NorthStar Pay as Alternate Payment 

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• Go to Sites > Receipts > Bar/QR Codes
• Bar Codes
  • Select the first or both print settings to print the bar code.
• QR Codes
  • Select: Print QR code on bottom of receipt
    • If you do not see this setting, your NorthStar Pay account feature toggle may not be enabled. Contact your NorthStar representative to have this setting enabled for your account. 
    • Click Use NS Pay URL to auto-fill the NS Pay URL textbox.
    • Note: The QR code data parameters can be used to direct a user to a page other than NS Pay. Add URL and data parameters to QR code data parameters - Include /landing/ in URL 
    • Other settings are optional .

• NS Pay URL: https://nspay-callaway.cbsnorthstar.com/landing/?s=<SiteGuid>&c=<CheckGuid>&e=<ExpirationTick>&a=<AccountGuid>

Payment

• Go to Sites > Payment
• Click: Add Processor
  • Select “Braintree | NorthStar Pay”
  • Enter your Braintree credentials for the production environment if you are not using test credentials.

NS Pay Pages and views

• QR code on receipt

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Display site logo on NorthStar Pay app

The logo configured for the site concept will display at the top of the NS Pay app on the mobile device.

Path: Sites > Concepts > Concept tab 

• Logo Settings 
  • Name - Add/modify name
  • To add a logo: 
    • Image file must meet the image requirements specified. 
    • Click Select file to find and upload a file. 
    • When the file has been uploaded, the status bar will show Done with a checkmark. 
    • Click Save to save changes or Cancel to cancel changes.

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• The logo will display at the top of the NS Pay app. 
  • Note: If logo is changed, change will be reflected on NS Pay one hour later.

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Operation

Print receipt with QR Code and URL

• The QR code and URL will print on the receipt.
• Guest can scan the code or enter the URL on their browser to access NS Pay and complete payment.
  • Note: QR Code expires after 30 minutes. 

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• When configured, a QR code linked to NS pay will appear on the receipt before payment.
• Guest scans the code (or enters the URL manually) to access NS Pay and pays their check in full.

Lock location

• On the OE app, the payment page is masked during the payment process to prevent another user from accessing the check while the guest is completing payment in NS Pay.
  • A manager can override the lock by tapping Override and scanning their manager card. 

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• After check is paid, the table location lock is released.

QR code not active after payment

• If the QR code is scanned again (or URL revisited) within 30 minutes, the guest will see the Paid view of the check on NS Pay with a note "Check already paid in full. Thank you!" 

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• When configured, a QR code linked to NS pay will appear on the receipt before payment.
• Guest scans the code (or enters the URL manually) to access NS Pay and pays their check in full.

Lock location

• On the OE app, the payment page is masked during the payment process to prevent another user from accessing the check while the guest is completing payment in NS Pay.
  • A manager can override the lock by tapping Override and scanning their manager card. 

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• After check is paid, the table location lock is released.

QR code not active after payment

• If the QR code is scanned again (or URL revisited) within 30 minutes, the guest will see the Paid view of the check on NS Pay with a note "Check already paid in full. Thank you!" 

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Check reprint

• If the receipt is reprinted after the check is paid in full, the QR code does not print again on the receipt.

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NorthStar Pay

• NS Pay page on mobile device after scanning QR code or entering URL. 

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• Tap Tip to add a tip. On the tip screen, select or enter a tip amount. Tap Confirm. 

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Main screen with tip added

• NS Pay screen will reflect added tip. Tap payment method (credit card, Google Pay, etc.).

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Credit

• For credit card payment, enter credit card information. Tap Pay with card.

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Paid check with receipt options 

• The check is marked PAID. Tap a receipt option. 

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• Email

receipt 

• receipt option: Enter email address and tap Send.

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Email

• On the email confirmation message, tap OK to email receipt to email address shown. 

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• If guest taps Print receipt,

final page.

•  the receipt is printed and the guest is notified to request the receipt from staff. 

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• Error message:

If

• While the check is in progress on the guest's device, if the QR code is scanned from the receipt on a

different

• second device

while payment is in progress

• , an error message will be

shown Image Removed

• shown to prevent access on the second device.

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Apple Pay

When paying with Apple Pay, the site name will be shown on the payment screen as "PAY site name." 

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Order Entry app

• On the OE app, the payment page is masked during the payment process.
  • A manager can override the lock by tapping Override and scanning their manager card. 
• After the check is paid, the table location lock is released and the check session is closed. 

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