Payment Card and Device Settings

• System Administration > System Settings > Companion Application System Settings > Credit Card System Settings > Payment Card and Device Settings

To retain credit card account data on open sales orders, check this box. The system encrypts the following data from the credit card and stores it in the system until the order is completed:

• card type

• card number

• expiration date

This field works in conjunction with bank card on delivery orders (BCOD).

Enter the number of days prior to the End-of-Month process you want the system to retain customer credit card numbers entered for transactions. The system purges card numbers from transactions older than the number of days you specify here.  If you leave this field blank, the system does not purge credit card data.  If you enter a response, it must be a number greater than or equal to 30.

After the system purges the card number, you cannot perform the following functions on the transaction associated with the card number:

• customer returns (cannot issue refund on original credit card via Enter a Return)

• credit adjustment

• deposit refund

When you purge a credit card number, the system clears the number from all files associated with the transaction, including the

• Invoice file,

• Deposit History file,

• Card Authorization History file, and the

• NSF Non-sufficient funds. log.  

It also clears all associated signature records.  

Enter the number of days you want the system to retain records of credit card transactions before purging during the End-of-Month process.  If you leave this field blank, the system does not purge the records. If you enter a response, it must be a number greater than or equal to 30.

If you process online credit/debit card transactions and you want to purge the full account number after the credit/debit card has been settled, you can use this field to define the number of days the data is retained before it is purged.

The entry must be numeric and greater than or equal to zero.  The maximum entry allowed is 999.  Upon entering a number, the Set Settle Retention Days window pops up so you can confirm the number you entered.  It is important that this entry is given careful consideration as once the data has been purged it is impossible to re-run a settlement for any reason.  An entry of zero indicates that all settled credit/debit card numbers be removed at the time the purge process is run.   

If the field is left blank, credit/debit card numbers are not purged.

After defining the number of retention days, access Schedule a Process to initiate the Purge Settled Credit/Debit Card Numbers program.

Only the full account number is purged, the last four digits remain in the archive file.

To print credit card receipts to a separate printer set up specifically for printing credit card receipts, check the box at this field.  Otherwise, leave the box blank.  When printing to a separate receipt printer, credit card receipts print on enhanced laser forms.

If you check the box at this field, the system prints a separate credit card receipt to your receipt printer whenever you print an order.  For each receipt you print to the receipt printer, the system searches the following files, in the following order, for credit card text, using the first text (if any) it finds:

• Credit Card Validation Settings

• Warehouse/Store Location Settings

• Payment Card and Device Settings

 Even if you check the box at this field, credit card receipt information may print on the sales order as well, depending on the print form you use and your setup at the Use Company of Location for Receipt field.

If you check the box, the system does not include user-defined text on payment slips. For example, check the box if your payment slips are pre-printed with disclosure text.

If you leave this box blank, the system prints user-defined text on payment slips. The system checks the following fields in the following order, retrieving the first text it finds:

• Charge Text field on this screen

• Credit Text field on this screen

• Payment Charge Text field in the Credit Card Validation Settings

• Payment Credit Text field in the Credit Card Validation Settings

• Payment Type Record

To use the text at the Charge Text and/or Credit Text fields in the Credit Card Processing Control Settings, select this radio button.

This field does not affect credit card receipt text printed to a separate receipt printer (see the Separate Printer field above).

If using a STORIS standard form or a standard Forms Designer form to print sales orders, credit card receipt information always prints on sales orders for which a credit card payment has been made.  The first time you print an order after a credit card payment has been made, the system prints the following information:

• card name

• card number (masked)

• authorization code

• transaction type (for example, sale or refund)

• transaction amount

• credit card receipt text (if any)

If you re-print the order and no new credit card payments have been made, the system prints the following information:

• card name

• transaction date

• transaction amount

To use the text at the Payment Charge Text and/or Payment Credit Text fields in the Warehouse/Store Location Settings, select this radio button.

This field does not affect credit card receipt text printed to a separate receipt printer (see the Separate Printer field above).

If using a STORIS standard form or a standard Forms Designer form to print sales orders, credit card receipt information always prints on sales orders for which a credit card payment has been made.  The first time you print an order after a credit card payment has been made, the system prints the following information:

• card name

• card number (masked)

• authorization code

• transaction type (for example, sale or refund)

• transaction amount

• credit card receipt text (if any)

If you re-print the order and no new credit card payments have been made, the system prints the following information:

• card name

• transaction date

• transaction amount

Enter the text you want to print as the credit agreement on credit card receipts when charges are made to a credit card.  You can enter up to three lines of text, 48 characters for each line.

 The text that actually prints on your credit card receipts depends on your setup at the Separate Receipt Printer and the Use Company or Location for Receipt fields.  

Enter the text you want to print as the credit agreement on credit card receipts when credits are made to a credit card.  You can enter up to three lines of text, 48 characters for each line.

 The text that actually prints on your credit card receipts depends on your setup at the Separate Receipt Printer and the Use Company or Location for Receipt fields.  

If you check the box at this field, the Signature Capture pop-up screen appears upon filing orders for which a credit card was swiped. The screen displays the customer's electronic signature for the order.  You must accept to continue or decline to reject the signature.  If you accept, another pop-up screen appears with the option to save the signature to disc.  You can then view the signature at a later date via the View Customer Signatures routine.

If you leave this field blank, the Signature Capture screen does not appear during the signature capture process, thus eliminating steps and saving time.  Once the customer taps Accept on the signature pad, STORIS captures the signature and saves it to disc.  You can then view the signature at a later date via the View Customer Signatures routine.

 This field is active only if Signature Capture is active in General System Control Settings.   

If you leave this field blank, you can speed up the card swipe/signature capture process by skipping the confirmation screens in the electronic signature capture process.  With this field blank, if the swipe or signature are successful and you perform each step in the number of seconds specified at the Seconds to Wait Before Signature/Swipe Accept Dialog Appears field, the system moves directly to the next step without requiring user confirmation, thus saving time.  If you fail to perform the swipe or signature capture in the allotted time, a warning message appears. When you repeat the procedure, the system requires user confirmation for the swipe and/or electronic signature.

 If you leave this field blank, the signature still appears on the screen, but the system moves to the next step as soon as the customer presses OK on the signature pad. The system automatically saves the signature to disk where you can later view it via the View Customer Signatures routine.  

If you check the box, the system provides the option to save the signature to disk.

If you check the box, the system requires user confirmation for card swipes and electronic signatures in the form of a pop-up window in which users must click OK to proceed. This field is active only if the Signature Capture feature is active.  

Use this field to save steps and thus speed up the swipe/signature process.  Use this field to bypass the

• pop-up confirmation windows in the card swipe process and the

• Save Signature pop-up screen in the signature capture process.

If you enter 0 here, the pop-up windows appear immediately, requiring you to click OK to continue or Cancel to reject.  However, if you enter a number greater than zero, the system provides that number of seconds for card swipes and signatures before displaying a pop-up screen.  

For swipes, a warning prompt appears indicating the system requests you swipe the card.  For signatures, the Save Signature screen appears, indicating the system is waiting for a signature.  If a valid swipe/signature is performed within the allotted number of seconds, the system automatically accepts the action and bypasses the pop-up windows.

Once the allotted seconds expire, the pop-up windows override the functionality of this field for the current transaction.  Pop-up windows display after the swipe or signature, requiring you to accept or reject the action.  For subsequent transactions, the functionality of this field resumes.

If the allotted signature seconds expire, then once the customer signs the tablet and taps the Accept button, click on the Accept button on the STORIS Signature Capture screen (the Save Signature screen may obscure a portion of this screen).  Then, on the Save Signature screen, click Yes to save the signature to disk or No to abandon the signature.

If you check the box at this field, then whenever you swipe a card that has both credit and debit capabilities, the swiping device prompts immediately for the debit card PIN (personal identification number).  To enter credit card information instead, tap on the Credit button on the swiping device.  

If you leave this field blank, then for credit/debit cards, the swiping device first prompts you to specify Credit or Debit. If you specify Debit, the PIN pad appears.

To enable credit/debit capability for payment types, use the Allow Debit Card Use field in the Credit Card Validation Settings.

This display-only field indicates which processor is being used. Currently, this field displays that either Tender Retail or Shift-4 is the processor.

Use this field to indicate the client GUID (globally unique identifier). This information is provided by Tender Retail or Shift-4.  

This field is used by STORIS. Enter the maximum time to wait for a response by the Processor server before assuming that the server has become unresponsive and returning an error. The minimum value in this field is zero (0). The  maximum length for this field is 20 characters and the value must be numeric. This number should be at least 1,000 milliseconds more than the time-out value set for the EMV Server.

This setting is only available if the EMVS4 (EMV Shift-4) module is licensed. If you check this box, this STORIS account is using the Shift-4 Cloud EMV architecture, where each pin pad is connected directly to the client work station. If you leave this box blank, STORIS operates using the Traditional Full Service UTG process flow.

When this box is checked, a merchant copy of the credit card receipt is printed. When this box is not checked, the merchant copy of the credit card receipt is not printed if 1) the card is present during the processed transaction and the customer signed for the transaction on the payment terminal; or 2) the card is not present during the processed transaction. The default setting is checked.

The Print Merchant Receipt setting in Warehouse/Store Location Settings takes precedence over this setting. So, if this Always Print Merchant Receipt setting is checked (to print receipt) and the Print Merchant Receipt setting is set to Never, no receipt is printed. Likewise, if this Always Print Merchant Receipt setting is not checked (no receipt printed) and the Print Merchant Receipt setting is set to Always, a receipt is printed.

This setting does not apply when reprinting. If reprinting, both the merchant and customer copy prints.

Check this box to allow non-processing locations to call for manual authorizations.

Check this field to require the entry of the customer's billing zip code when a credit card is manually entered into a payment terminal. This allows Shift4 UTG and the payment terminal, not STORIS, to supply the billing zip code and the remainder of the AVS data to Shift4. This setting controls the behavior for all payment terminals connected to the system; note that it is not specific to a user or a location.

If this field is not checked, STORIS supplies the billing address and zip code that is on file for the customer assigned to the current order.

 To set up this prompt, see the Additional Setup Information section located on the Shift-4 tab of Online Credit Card Processing Overview.

Check this setting to allow a user logged in at a Shift4 processing location to process and maintain a single pre-authorized deposit per order in Enter a Sales Order. This setting applies system-wide. The default setting is unchecked.

Enter the amount an existing pre-authorized deposit can be increased without requiring a security override. This field is required and must be an integer between 0 and 99,999. A value of 0 indicates that a security override is always required. The default amount is 0.

Use this check box to turn the token sharing feature on and off. The default for this field is off (unchecked). When the box is checked, STORIS displays an informational dialog stating that there is a process entitled Shift4 Shared Token Load available from the menu that can be utilized to load tokens from prior Shift4 transactions. If you leave this box blank, no data is kept for the sharing of tokens (aside from what is needed to assist in refunding between different selling locations).

This check box is used to control whether or not the CVV (Card Verification Value) number is required when using shared tokens. The default for this field is unchecked, indicating that STORIS does not require the entry of the CVV when using a previously shared token. If you check the box, STORIS requires that a CVV be entered whenever a previously stored token is used for a credit card transaction (other than a refund).

Use this field to specify the number of days that a token is retained in the STORIS database. This required field accepts an integer value between 1 and 730. This value should be set to match the Token Storage Duration setting in Shift4’s Dollars On The Net account settings.

To enable the Signature Capture feature for electronic check authorization transactions, check the box at this field. Otherwise, leave this box blank.

To enable the Signature Capture feature for use with the Complete a Pickup without Accessing Order Entry routine, check the box. Otherwise, leave the box blank.

To enable the Signature Capture feature for use with take-with orders and quick-sale transactions, check the box. Otherwise, leave the field blank.

If you check the box at this field, then each time you file one of these transaction types, the option appears to record a “proof of possession” customer signature. To view signatures created via this option, select the View Signatures option on the Actions button in the View an Existing Sales Order routine.

If you are processing with Shift-4, your settings and the type of order determine whether the customer signature prompt appears. Also, once the order is complete, the signature cannot be recalled in STORIS using the View Signatures option.   

This setting affects all processes where signatures are being captured for credit card transactions and business documents. If you check the box, and a credit card transaction or other business document (sales order, return, customer payment, insurance form, etc.) prompts for the customer's signature, the electronic signature is displayed on your workstation for review. For all business documents, other than a credit card receipt, you have the opportunity to accept or decline the signature after reviewing it. Signatures for business documents are displayed on the Signature Acceptance screen, while credit card signatures are displayed on a different Signature Display screen. For a credit card receipt, you can view the signature, but you cannot accept or decline it. If you leave this box blank, there is no opportunity to review the signature on your workstation.

 This field is active only if Signature Capture is active in General System Control Settings.

If you are processing with Shift-4, your settings and the type of order determine whether the customer signature prompt appears. Also, once the order is complete, the signature cannot be recalled in STORIS using the View Signatures option.     

If you check the box at the Take-With and Quick-Sale Transactions field, you can use this field to establish a minimum amount requiring signature.

If you leave this field null, then the customer is prompted to sign for proof of possession regardless of the amount of the merchandise.

If you enter an amount in this field (from .01 to 9999.99), then the customer is prompted to sign for proof of possession if the amount of the merchandise is equal to or greater than the amount set in this setting.