Complete these 5 key steps in the suggested order to fully configure USAePay. You will need to be logged into both Cashiering and USAePay during this process so you can go back and forth between the two systems. Login details for USAePay are provided by Persolvent when the account is created.
Processing and voiding credit card payments
The Hardware Console must be running to process payments.
To process a payment in Cashiering, select the USAePay credit card tender. No additional entry is required in Cashiering. The cashier clicks Complete and the entry is transferred to the EMV device. At that point, the cashier follows the prompts on the device to make a payment. When complete, the Cashiering Done screen opens allowing the cashier to complete the payment in Cashiering.
The USAePay integration is currently for in person payments only with the EMV reader. If you do not have the ClientPay integration for card not present, payments must be keyed in USAePay directly. Log into USAePay and go to Transactions. Click on New Order to enter the payment. If you charge a service fee to customers, be sure to check the box next to Line Items On. You must create one line item for your invoice total and one line item for the service fee amount. Once the payment is approved, you will need to update Tyler Cashiering manually to apply the payment.
Payments are voided in Cashiering, the device is not needed. Payments can only be cancelled/voided same day. If it is not same day, you will need to refund the payment in USAePay and update Energov manually.