Payment

Owned by Rose Eliff (Unlicensed)
Last updated: May 28, 2024 by Jason Epp
8 min read

Use the Payment tab to configure payment-related elements for the site. 

Card Processors 

Configure credit card, gift card and loyalty card processors. The configuration for each processor will differ slightly. See Processor Configurations below for more information. 

Loyalty card processors: A default selection is required. If only one loyalty processor is configured for a site, it becomes the default. If more than one loyalty processor is configured for a site, a selection is required.  

Add a card processor

  • Click Add Processor

  • Select the desired card processor from the list:

 

  • An Add - Card Processor form will be presented. (Form fields will differ by processor selected.) 


Edit a card processor

  • Click the edit icon (pencil) for the card processor to be edited 

  • The Edit - Card Processor form will display. Make changes as needed.

  • Click Save to save changes or Cancel to discard changes. 

Gift Card BIN Range

Gift card and loyalty card processors require a Gift Card BIN (Bank Identification Number) range.

  • Each payment processor must have a unique BIN range; BIN ranges cannot be duplicated between different processors

  • A single payment processor can have more than one BIN range

To add a gift card BIN range:

  • Click Add BIN Range

    • Gift card BIN ranges must be between 6 and 21 digits.

  • Enter a low range, high range and the total number of digits for the gift card using the simple editor. ("Edit Regular Expression" can be used by advanced users.) 

  • To add additional BIN range numbers, click Add BIN Range

  • To delete a BIN range, click the X at the end of the row

Settings

Signature settings

4.7 No signature required on payment feature toggle not set: 

 

4.7 No signature required on payment feature toggle set; Yes is selected: 

 

4.7 No signature required on payment feature toggle set; No is selected: 

4.8 Override site payment signature setting feature toggle is set, each Area Edit will have:

 

Signature settings

The signature type settings options will vary depending on the setting of an account feature toggle: 

  • 4.7 No signature required on payment 

    • By default, the toggle is not enabled and a signature is required for credit card payments.

    • If this toggle is enabled, a signature can be optional for the site. 

  • 4.8 Override site payment signature setting (for control by Area)

    • By default, the toggle is not enabled and a signature is required for credit card payments.

    • If this toggle is enabled, a signature can be optional for each Area and the Payment settings are overridden. 

You may contact your NorthStar representative to enable these feature toggle for your account if desired. 

 

If 4.7 No signature required on payment feature toggle is not set (default): 

  • ECM will display the setting Signature Type on the Payment tab Settings, with the option to select either chit (receipt) or screen for the customer's signature

If feature toggle is set:

  • ECM will display the option: 
    Signature is required

  • Yes = Signature is required

    • Option to select either chit (receipt) or screen for the customer's signature 

Chit                                          Screen

         

  • No = Signature is not required (either on screen or chit)

If 4.8 Override site payment signature setting (for control by Area) feature toggle is not set (default): 

  • ECM will default to the Payment tab settings for Signature

If the feature toggle is set:

  • ECM will show Override site payment signature setting, under the Area > Edit the Area > Payment Settings:

    • Select: Override site payment signature setting, Signature Required will appear

      • For Signature required: When Yes is selected, Signature type will appear

        • select a Signature type: Chit or Screen 

 

Signature feature toggle set; No is selected: 

Other site payment settings: 

Tipping Enabled - Select Yes to add a tip section to payment receipts

Cash Allowed in Kiosk Mode - Select Yes to allow a customer to place an order with cash in kiosk mode or guest facing mode (Cash payment is paid to an employee.) 

Cash Payment Available - Select Yes to allow cash payments 

Credit Card Payment Available - Select Yes to allow credit card payments

Gift Card Payment Available - Select Yes to allow gift card payments

Deposit Payment Available - Select Yes to allow deposit payments

Alternate Payment Available -  Select Yes to allow alternate payments

Offline Credit Card Settings

 

 

 

PAX Devices

The offline settings in ECM do not apply to PAX devices. PAX devices are configured in the PAXStore to use Store and Forward to hold transactions within the PAX device if the system goes offline. 

 

If Order Entry is unable to contact the credit card processor, Offline Credit Card Settings allow Order Entry to store the transaction to be processed when the site is online again. This allows you to continue accepting credit cards, but introduces the risk of accepting a card that is later declined.

  • Enable Offline Transactions - Select to enable offline transactions and store transactions when the system is offline. 

  • Max Dollar Amount - The maximum allowable dollar amount of offline transactions allowed to accumulate. Once this limit is reached, Order Entry will not accept credit cards until existing offline transactions can be processed.

  • Max Payment Amount - The maximum allowable payment amount of a single offline transaction.

  • Max Transaction Count - The maximum number of offline transactions allowed to accumulate for a day. Once this limit is reached, Order Entry will not accept credit cards until existing offline transactions can be processed.

Application

When the payment device loses connectivity, an error message will be shown: An error occurred while processing your payment. Please try again.

 

Processor Configurations 

Complete the information requested for each processor. Note: Processors can be specific to the type of payment device used.
Sample screens follow. Additional card processors are available for selection. 

Vantiv 

Enter the merchant ID provided by Vantiv and the site's merchant ID password. For Online Ordering Hosted Checkout, the Checkout Merchant ID and Checkout Password will be different than that used for in-store processing.

  • When selected, the site can use VX805 card readers

Paytronix

  • Loyalty card - Select if using Paytronix for loyalty programs

    • The loyalty card settings options will vary depending on the setting of an account feature toggle: 

Paytronix loyalty using phone number only 

  •  

    •  

      • By default, the toggle is not enabled (see image above)

      • If this toggle is enabled, a setting allows the site to set registration requirements for new accounts (dropdown options: Name, Email, Phone Number or only Phone Number). Contact your NorthStar representative to enable this feature toggle for your account if desired. 

 

      

  • Gift Card - Select if using Paytronix for gift card payments 

  • Environment - Usually set to "Production." 

  • Gift Card Merchant ID - Enter the merchant ID provided by Paytronix.

  • Gift Card Store Code - Enter the Paytronix store code for this site.

  • Loyalty Card Template Code - For sites that issue loyalty accounts without physical cards, this is the "card template code" sent to Paytronix. This value must be provided by Paytronix.

PAX (various processors) 

Heartland

  • When selected, the site can use ID Tech card readers. The Heartland processor is not used with MagTek card readers. Use Magensa processor for MagTek card readers.

Magensa (various processors) 

Magensa is a processor gateway. Select a Processor Name from the dropdown list.

  • When selected, the site can use both: 

    • A Magtek card reader - This will use the Customer Code, User Name and Password settings 

    • A PAX device - This will use the internal PAX processor configuration 

NorthStar Pay (various processors) 

  • Select NorthStar Pay

  • Select processor

 

  • Complete the form using the credentials provided by the card processor.

    • Braintree

  • Payeezy

  • Shift4

    • Enter the Auth Token (one-time use) provided by Shift4 and tap Request Access Token.

    • The Access Token field will automatically populate. 

    • Shift4 can also be selected as the payment processor for online ordering. 

NETePay (Several Processors)

  • Chase



  • Worldpay



  • Heartland



  • First Data



  • Offline Settings for NETePay

Cheetah Digital - Loyalty

  • Select Cheetah Digital | Loyalty

  • Complete the form using the credentials provided by the card processor

  • New account registration requirement - Select the option required to register a new Cheetah Digital account

Adyen

Note: Requires account feature toggle "Adyen Devices" to be enabled. 

  • Select Adyen | Credit and Continue

  • Select Credit Card

  • Complete the form using the credentials provided for Adyen

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