If your business allows orders for pick-up or delivery, you have the option to ring up phone orders on the POS. With phone orders, you select if the order is for pick-up or delivery and the customer details you enter print on the receipt.

To process a phone order, follow these steps:

1. Press the phone icon from the main navigation.

2. In the phone order list, press New.

3. Enter the name of the customer in the Customer Name field.

4. Enter the 10-digit phone number of the customer in the Phone Number field.

Note: Either customer name or phone number is required. 

5. Select if the order is for Pick-up or Delivery.

If the order is for delivery,  enter the delivery address. 

6. Press Create.

To clear all the fields, press Clear.

7. Add items to the ticket.

8. Hold the order until the customer is ready to pay. 

9. To resume the order, press the phone icon or press Resume from the ticket details. 

The held phone order will display.

10. To edit the customer details, press the customer icon.

11. To process a payment for the phone order or edit the order, press the edit icon. 

12. Once the customer is ready to pay, process the transaction.

If your business is a bar or a dine-in restaurant, you may wish to print a slip ticket for your customer prior to taking a payment for the order. This means that you can print a slip ticket with an itemized list of products ordered, which will be sent to the internal or external kitchen printer. 

In order to send items to the kitchen printer, you must select the printers for which items from categories and subcategories will be sent in your account. 

To print a slip ticket, follow these steps:

1. Add items to the transaction.

2. Press the printer icon.

You will be prompted that the items have been sent to the printer(s).

The slip ticket will be sent to the printer(s) for the items which have been selected in the categories and subcategories in your account. For example, if the items in your Drinks subcategory have been selected to be sent to the Bar printer, only those items will print to the Bar printer.

3. Press OK

A printer icon will display next to all items that have been sent to the printer.

Once new items are added to the ticket, you have the option to send new items or resend the entire ticket.

To send new items or resend the entire ticket, follow these steps:

1. Add new items to the transaction.

2. Press the Print icon.

3. Select one of the print options.

• Send New Items—sends items not previously sent to the printer.
• Resend Order—sends all items (including items previously sent) to the printer.

A printer icon will display next to all items that have been sent to the printer.

Note: EMV is only available to customers using the Velocity payment gateway. An EMV solution for customers using all other payment gateways is currently under development. This EMV solution will be available on your POS in a future release.

Once you have entered products, modifiers, and any applicable discounts to a transaction, you will process the transaction. To process debit/PIN transactions on your POS, follow these steps:

Note: Customers who are set up to accept Debit/PIN with their merchant processor are able to process Debit/PIN transactions on their EMV terminal only if they do not accept tips. To learn more about disabling tips, see Setting Up Custom Receipts.

1. Press the credit card icon for the payment type.

2. You will be prompted to change the amount or start the reader.

To change the amount, press Change Amount and enter the new amount, if desired.

3. Press Start Reader.

You will be prompted to select the transaction type. 

4. Select Debit.

If your customer wishes to process the transaction as credit, select Credit.

5. On the EMV terminal, you will be prompted to insert or swipe the card. The receipt will print from your POS.

6. Select one of the following receipt options:

• Print Duplicate Receipt—A duplicate receipt will print. 
• Email Receipt—The receipt will be emailed to the customer. If you select this option, you will be prompted to enter the email address and press Enter. 
• Text Receipt—The receipt will be texted to the customer. If you select this option, you will be prompted to enter the phone number and press Enter. Note that this option will only appear if you are signed up for uText. 
• Print Gift Receipt—A gift receipt is a receipt that will display information about the transaction, but will not include any prices for the transaction.

Once you have entered products, modifiers, and any applicable discounts to a transaction, you will process the transaction.

1. Press the credit card icon for the payment type.

2. You will be prompted to change the amount or start the reader. 

To change the amount, press Change Amount and enter the new amount, if desired.

3. Press Start Reader.

If you are set up to accept Debit/PIN transactions, you will be prompted to select the transaction type. To learn more about processing debit/PIN transactions, see Accepting Debit/PIN Transactions on Your EMV Terminal.

Note: Customers who are set up to accept Debit/PIN with their merchant process are able to process Debit/PIN transactions on their EMV terminal only if they do not accept tips. To learn more about disabling tips, see Setting Up Custom Receipts.

4. On the EMV terminal, you will be prompted to insert or swipe the card. If your receipt print settings for credit card are higher than zero, a receipt will print from your POS. see Setting Up Custom Receipts, for details on receipt print setting options. 

5. On the EMV terminal, you will be prompted to insert or swipe the card. The receipt will print from your POS. 

6. Select one of the following receipt options:

• Print Duplicate Receipt—A duplicate receipt will print. 
• Email Receipt—The receipt will be emailed to the customer. If you select this option, you will be prompted to enter the email address and press Enter. 
• Text Receipt—The receipt will be texted to the customer. If you select this option, you will be prompted to enter the phone number and press Enter. Note that this option will only appear if you are signed up for uText. 
• Print Gift Receipt—A gift receipt is a receipt that will display information about the transaction, but will not include any prices for the transaction.

When a product on the POS is selected with Price at Time of Sale enabled, a pop-up window appears with a numeric keypad. From here you can enter the desired amount for the selected product. 

For assistance on setting up Price at Time of Sale, click here. 

To modify the price of a product with Price at Time of Sale enabled, follow these steps: 

1. Select the product with Price at Time of Sale enabled on the POS.

The price modifier pop-up displays.

Note: If you do not want to modify the retail price, press Confirm.

2. Enter the desired price for the product using the numeric keypad and press Confirm.

To add notes, click the Note button and enter any applicable notes.

3. Select to add or edit product modifiers if applicable.

4. Press Confirm to add the product to the ticket.

To re-edit the price of the product with Price at Time of Sale enabled on the POS, follow these steps.

1. Select the product from the ticket.

2. Press Edit.

3. The product modifier pop-up displays. Press Edit next to the product price.

4. The price modifier pop-up displays. Enter the desired product price and press Confirm.

5. Press Confirm.

Handle customer returns or comps by refunding transactions.  

An item on a transaction cannot be refunded more than once — once a refund is issued for an item, that item will no longer appear in the original transaction when that transaction is viewed from the Refund Transaction screen on the POS. The record of the original transaction itself, which you can view on the Transaction Reports page in your uAccept account, will always display all items purchased, regardless of any refunds performed against it. 

If the tender type for the original transaction was a credit card, then you have the option to issue the refund either to the card or in cash. If the original transaction tender type was cash, then you must issue the refund in cash.

On version 3.6.13, merchant accounts with certain processors can issue a credit card refund for one or some items on the original transaction. Partial refund-supporting processors are TSYS, First Data North, Mercury, and Heartland. All other processors require the entire original transaction to be refunded to the credit card and a new transaction re-rung where the new transaction contains only the non-refunded items from the original transaction.

To refund a transaction, follow these steps:

1. Tap Functions on the main application screen.

2. Tap Refund Transaction.

3. On the Refund Transaction screen, set search filters using the grey buttons on the left side of the screen.

4. Tap in the list to select the original transaction to be refunded; tap Confirm.

5. On the next screen, tap Refund All or tap individual products on the original transaction to move them one by one to the refund transaction. 

If a product's quantity is greater than 1 on the original transaction, the software will prompt you to select the quantity to refund.

6. Tap Refund.

7. Use the keypad to enter the dollar amount displayed in the Total Amount Refunded area in the lower right hand of the screen. Tap the tender type for the refund - either Cash or Card.

The selected refund amount and tender type will display in the Refunded Payments pane at the lower left of the screen and in the Total Amount Refunded area. 

8. Tap Confirm to continue processing the refund.

When the refund is successfully completed, the POS will print a refund receipt and display the main application screen. 

Holding an Order

You may wish to put an order on hold before you finish processing it. For example, if a customer left her money in the car, you can put the order on hold until she returns.

To hold an order, follow these steps:

1. Press the Hold button, located at the bottom of the ticket.

2. You can overwrite the name of the receipt to easily identify it later (e.g., "Linda's lunch order"). Then press Yes.

Notes: Once an order has been placed on hold, the Hold button will display as Resume. Held transactions are not stored in your database nor are they synchronized with the cloud. We recommend using held transactions for very short periods of time. They are not transferable to other devices on your account. 

Resuming a Held Transaction

When you are ready to finish processing an order that has been put on hold, you can resume the order.

To resume a held order, follow these steps:

1. Press the Resume button.

A list of held orders will display alphabetically.

2. Select the transaction you wish to resume.

Once you have entered products, modifiers, and any applicable discounts to a transaction, you will process the transaction.

1. Press the icon for the payment type.

The payment type options are Check, Credit, and Cash.

• If you select Cash, the cash drawer will open at this time. Enter the total amount the customer pays and pressEnter. If the amount paid exceeds the amount of the transaction, the change due the customer will display.
• If you select Credit, you will be prompted to swipe the customer’s credit card or manually enter the customer's credit card number. When entering a manual credit card transaction, enter the credit card number, expiration date, and the credit card holder’s zip code. If the dollar amount meets or exceeds the setting to require a signature, the signature receipt will print at this time.
• If you select Check, enter the amount of the check and press Enter.
• If you select Bitcoin, a QR code will print. The customer will scan the code with their bitcoin application.

2. Select one of the following receipt options:

• Print Duplicate Receipt—A duplicate receipt will print.
• Email Receipt—The receipt will be emailed to the customer. If you select this option, you will be prompted to enter the email address and press Enter.
• Text Receipt—The receipt will be texted to the customer. If you select this option, you will be prompted to enter the phone number and press Enter. Note that this option will only appear if you are signed up for uText.
• Print Gift Receipt—A gift receipt is a receipt that will display information about the transaction, but will not include any prices for the transaction.

3. Press Close.

Note: To process a payment with multiple tender types, follow these steps:

1. Select the first payment type.
 
Note: If processing a credit card payment for an amount less than the total amount, press the credit card payment icon, press Change Amount.
 
2. Enter the tender amount and press Enter. If the payment type is a credit card, swipe the card or manually enter the credit card number.

To rename a ticket, select the area that displays the receipt number, located in the upper-left corner of the device screen. A keyboard will appear, allowing you to type a name for the ticket. The ticket name will then replace the receipt number.

To remove products that have been added to a ticket, follow these steps:

1. Press the product line item on the ticket.

A Delete button and an Edit button appear next to the product name.

2. Press the Delete button to remove the product from the ticket.

The ticket will be automatically updated. The deleted item will still appear on the printed receipt and the Journal report.

To modify a ticket after products have been added, follow these steps:

1. Press the product line item on the ticket.

A Delete button and an Edit button appear next to the product name.

2. Press the Edit button to change modifiers, change the quantity, change the price of a product (if Price at Time of Sale is enabled), or add a note.

3. When you have finished modifying the item, press Confirm.

To add a product to a ticket, follow these steps:

1. Select the category and the subcategory which contains the product you wish to add.

2. Select the desired product from the list.

You can also search for the product by entering the name in the Search box located in the upper-right corner of the device screen. Press the magnifying glass icon to access the Search box.

If the product requires age verification, you will be prompted to enter the customer’s date of birth. This feature is typically used for alcohol and tobacco sales.

If the product has any size, component, or add-on modifiers available, they will display.

3. Apply product modifiers to the order by pressing the applicable buttons.

• Sizes—Size groups allow the selection of only one size modifier (e.g., small, medium, or large).
• Components—Component groups can either allow the selection of just one component or multiple components (e.g., adding bacon or avocado to a sandwich).
• Add-Ons—Add-On groups can either allow the selection of just one add-on or multiple add-ons. Add-Ons are separate products that can have a discounted price when combined with the primary product (e.g., customers can save $1.00 on a soda if it is ordered with a hamburger).