Introduction
About TouchNet POS Client
TouchNet POS Client is a PCI-complaint solution for securely accepting payments at the point-of-sale using the Colleague Cash Receipt Entry (CREN) screen and a secure Ingenico Move 5000 payment terminal. Connections between Colleague by Ellucian and TouchNet POS Client, TouchNet Payment Gateway, and the TouchNet T-Link web service are utilized to process payments and relay payment data.
How does TouchNet POS Client Work?
When processing a payment card transaction using the CREN screen and the Ingenico Move 5000 payment terminal device, Colleague links out to TouchNet POS Client payment screens, where the payment is completed in a PCI-compliant environment. When the payment is successful, transaction details are sent back to Colleague.
Payment Transactions made through TouchNet POS Client are managed and monitored with TouchNet Payment Gateway reports. TouchNet T-Link provides the secure behind-the-scenes mechanism for passing transaction data between Colleague, the TouchNet POS Client, and the TouchNet Payment Gateway.
Prerequisites
A Cashiers workstation computer must have the following:
- Microsoft Operating System – Windows 7 or later (not compatible with VDI)
- Web Browser – Mozilla Firefox or Google Chrome are supported
- Ingenico Move 5000 Payment Terminal Device
- TouchNet Point of Sale Controller Station Software – Latest Version
Step-by-Step Directions
|
|
| Step # |
Directions |
Screenshot/GIF/Video |
| 1 |
Start POS Controller by double-clicking the icon on your desktop
USEFUL INFORMATION:
The POS Controller must be restarted at the beginning of every cashiering session to ensure connectivity to the payment device.
|
 |
| 2 |
The POS icon will appear in the task bar menu. You are now ready to take a payment in Colleague.
|
 |
|
|
| Step # |
Directions |
Screenshot/GIF/Video |
| 3 |
Click in the Form search field
|
 |
| 4 |
Type in "CREN" and press enter
|
 |
|
|
| Step # |
Directions |
Screenshot/GIF/Video |
| 5 |
Cashier confirms their Distribution is correct OR selects the correct one based on their work location for the day.
To look up the Distribution options, enter "..." into the field and press enter, then select the correct one:
- BAPT
- CSCPT
- LEMPT
- PEOPT
- RSPT
USEFUL INFORMATION:
When Cashiers navigate to CREN for the first time of each day, they are prompted by RCSC to check their Cashier Setup before taking a payment.
|
 |
| 6 |
Click "Save"
|
 |
| 7 |
Click "Update"
|
 |
| 8 |
Cashier is redirected back to the CREN screen.
|
|
|
|
| Step # |
Directions |
Screenshot/GIF/Video |
| 9 |
Look up or enter the AR Account Holder
Example:
- If Colleague ID is known: 0614555
- If only the Name is known: Mickey Mouse or Mick... Mous...
|
 |
| 10 |
Select the AR Type
To choose the AR Type, either:
- Type in the code, "STU" or
- Type in "..." to search for the code
|
 |
| 11 |
Select the Term
|
 |
| 12 |
Click on the Detail icon, to detail into ARPA - AR Payment Allocation
|
 |
| 13 |
Type "Y" under Pay Payment Plan or Pay Invoice
|
 |
| 14 |
Click "Save"
|
 |
| 15 |
Back on CREN, click on the carrot to display the Payment Method options
|
 |
| 16 |
Cashier asks Payer what type of card they will be using and selects the E-commerce Payment Method that corresponds to the valid e-Commerce Payment Method:
- EAMX E-Commerce American Express
- EDSC E-Commerce Discover
- EMC E-Commerce MasterCard
- EVSA E-Commerce Visa
|
 |
| 17 |
Enter the Payment Amount, if different than Invoice Total
|
 |
| 18 |
If not defaulted, set Card Reader to "Y", then hit tab to trigger the redirection to TouchNet's Payment site
|
 |
| 19 |
Payment Terminal Device displays "This Lane Closed"
USEFUL INFORMATION:
Cashier's are redirected to the Touchnet Payment site which opens in a new web browser tab or window. The payment terminal device on the Cashier's desk displays the message, “This Lane Closed” until the payment site communicates with the device.
|
 |
Option 1: In Person Payment - Card Present
|
|
| Step # |
Directions |
Screenshot/GIF/Video |
| 20 |
Select the Payment Received as "In-Person"
|
 |
| 21 |
The Device Control area updates, displaying "Customer action required. Waiting for card swipe, insert, or tap."
|
 |
| 22 |
Payer Inserts, Swipes, or Taps Card/Phone to the Payment Terminal Device
|
 |
| 23 |
Payment Terminal Device displays "Approved"
|
 |
| 24 |
Cashier verifies the Email Address defaulted in from Colleague is correct (if the Payer would like a receipt emailed to a different email address, enter that email address instead) and then click "Settle"
|
 |
| 25 |
Card is approved, the Cashier clicks on "Finish", and is redirected back to the CREN screen in Colleague
|
 |
| 26 |
A receipt is automatically sent to the Email Address entered in Personal Information
|
 |
| 27 |
Cashier confirms the Receipt Number and Payer information is updated, then clicks "Save All", and the Receipt is printed
|
 |
|
Option 2: Phone Payment - Card Not Present
|
|
| Step # |
Directions |
Screenshot/GIF/Video |
| 20 |
Select the Payment Received as "Phone"
|
 |
| 21 |
The Device Control area updates, displaying "Customer action required. Waiting for card swipe, insert, or tap."
|
 |
| 23 |
Using the Payment Terminal Device, click on "Enter Card"
|
 |
| 24 |
Cashier asks Payer over the phone for the Card Number and enters the numbers into the Payment Terminal Device
|
 |
| 25 |
Cashier asks Payer for the Expiration Date and enters the numbers into the Payment Terminal Device
|
 |
| 26 |
Cashier asks Payer for the CVV or CID from the card and enters the numbers into the Payment Terminal Device
|
 |
| 27 |
Payment Terminal Device processes the card transaction and displays “Card accepted”
|
 |
| 28 |
After a moment, "Approved" is displayed
|
 |
| 29 |
Cashier verifies the Email Address defaulted in from Colleague is correct (if the Payer would like a receipt emailed to a different email address, enter that email address instead) and then click "Settle"
|
 |
| 30 |
Card is approved, the Cashier clicks on "Finish", and is redirected back to the CREN screen in Colleague
|
 |
| 31 |
A receipt is automatically sent to the Email Address entered in Personal Information
|
 |
| 32 |
Cashier confirms the Receipt Number and Payer information is updated on CREN, then click "Save All", and the Receipt is printed
|
 |
|
Additional Resources: