Help CenterProcessing a Transaction in Kennel Connection with Cardpointe Integrated System:
If you've never used integrated Credit Card processing before in Kennel Connection, you'll be used to seeing the options to choose a type of Credit Card but not actually process one.
When you open an invoice, you'll have two options.
Quick CC/Pay.
Quick CC: This option will skip over you having to choose the invoices they're paying and take you directly to the process transaction page. Note that it will apply ONLY to the invoice in question and will NOT apply any pre-payments. If you want to pay more than one open invoice and/or apply pre-payments, you must click the PAY button.
Note: The employee name chosen on the Invoice screen indicates which employee created the invoice/processed that transaction.
Pay: This option will take you to the "Receipt Information" screen where you can manually choose the invoices you want to pay and/or apply any existing pre-payments before processing the transaction. Choose what you need, select payment method and then you'll be directed to processing screen if payment method is a Credit Card type.
Click the dropdown to change the payment method if paying with credit card and select Process Now or Retrieve Stored Card.
Note: The employee name chosen on the Receipts screen indicates which employee gets the tip if one is left. (The employee name will then show on the Tips Report, which can be found by going to Reports>Revenue>Tips Report.)
Click "Retrieve Stored Credit Card" if you have a card stored on file in the client card. You can have up to 3 cards stored on file. If multiple cards are stored it will give the option to choose which one.
NOTE: credit cards stored on file in the client card>financial tab are stored as an encrypted token so no one has access to stored card data.
Click “Process Now” to activate your terminal so your customer can insert, swipe or tap.
Note that if you have TIPS enabled, the customer will be prompted on the terminal to ADD TIP. It cannot be done in KC. (There is no option to TIP ADJUST after the transaction).
Customer will choose yes or no to add tip, if yes, they will be prompted to enter amount and proceed. Upon completion of transaction the customer will be prompted to remove card and you will see a "print receipt" window (if enabled.) Receipts are not required so you can choose your preference. Cancel to skip printing, or hit printer if you have a receipt printer setup.
If successful, you'll see a message in the status box.
You can now click OK to close all the screens as the process is complete.