Once everything has been set up correctly in the UTouch software for your business, you are ready to begin making sales. To make a sale using any method of payment, you will first need to click on “Quick Sale”, located on the main screen.
Once you have opened Quick Sale, you will add all of the items to be purchased into an order. To add the items to the order, you will navigate through the group buttons (located at the top) to find the appropriate menu items (located underneath the group buttons). Click on an Item button to add it to the order.
Once you have entered all the appropriate items into the order, you are ready to accept payment.
Click on “Payment”, select “Credit Card”. With your Card Reader integrated with UTouch Software, you will need to set up Precidia Module before you make a sale (BACK OFFICE > ADVANCED > PRECIDIA PAYMENT MODULE OPTION: select “Use Precidia Module” and “Use Final Sale”, set Data Path to c:\Precidia. ). You have the option to select “Use Pre-Auth” – this will be used if you wish to be able to edit tip amount after the sale has been closed.
You are now set up to accept the credit card payments. Once you click on “Credit Card” the Pay by Credit Card window will open. This window will calculate the amount of the bill. If you accept tips, you will also enter the tip amount. You now have the choice “Pre-Auth” or “Final Sale”.
If you choose “Pre-Auth” the sale will only be processed at the end of the day when you use the CC Batch Close. (See MAIN SCREEN FUNCTIONS > CC ADMIN).
If you choose “Final Sale”, the sale will be finalized and will be processed right away. If you do not accept tips, you will always use final sale.
Once you have clicked on either Pre-Auth or Final Sale, a window will pop up telling you to enter the credit card number. You will now swipe the customer’s credit card through your credit card reader. Once the card has been swiped, the information will be processed and you will receive a message telling you that the card has been approved, or declined. Click “OK”.
Once you have opened Quick Sale, you will add all of the items to be purchased into an order. To add the items to the order, you will navigate through the group buttons (located at the top) to find the appropriate menu items (located underneath the group buttons). Click on an Item button to add it to the order.
Once you have entered all the appropriate items into the order, you are ready to accept payment.
Click on “Payment”, select “Credit Card”. With your Card Reader integrated with UTouch Software, you will need to set up Precidia Module before you make a sale (BACK OFFICE > ADVANCED > PRECIDIA PAYMENT MODULE OPTION: select “Use Precidia Module” and “Use Final Sale”, set Data Path to c:\Precidia. ). You have the option to select “Use Pre-Auth” – this will be used if you wish to be able to edit tip amount after the sale has been closed.
You are now set up to accept the credit card payments. Once you click on “Credit Card” the Pay by Credit Card window will open. This window will calculate the amount of the bill. If you accept tips, you will also enter the tip amount. You now have the choice “Pre-Auth” or “Final Sale”.
If you choose “Pre-Auth” the sale will only be processed at the end of the day when you use the CC Batch Close. (See MAIN SCREEN FUNCTIONS > CC ADMIN).
If you choose “Final Sale”, the sale will be finalized and will be processed right away. If you do not accept tips, you will always use final sale.
Once you have clicked on either Pre-Auth or Final Sale, a window will pop up telling you to enter the credit card number. You will now swipe the customer’s credit card through your credit card reader. Once the card has been swiped, the information will be processed and you will receive a message telling you that the card has been approved, or declined. Click “OK”.
