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Using Total Merchant Services (TMS)with AcuityLogicIn this document: Configuring TMS, 1 Recording Transactions, 9This document guides you through setting up AcuityLogic to use Total MerchantServices (TMS) and the MagTek IPAD secure card reader for processing creditcard transactions. With TMS, you can quickly and easily process credit cardpayments, refunds, and voids.NOTES This document provides information about using the MagTek IPADsecure card reader to process credit card transactions inAcuityLogic. Refer to Using TMS and the Ingenico iCT220Terminal with AcuityLogic for information about using theEMV-enabled Ingenico terminal. This document was last updated on October 23, 2015.ConfiguringTMSThis section includes the following topics: Setting Up Company Attributes, 2 Setting Up Office TMS Accounts, 4 Configuring Java, 5 Configuring the Windows Java Control Panel, 6 Setting Up the MagTek IPAD Secure Card Reader, 6Using Total Merchant Services (TMS) with AcuityLogic1
Using Total Merchant Services (TMS) with AcuityLogicConfiguring TMSSetting Up Company AttributesTo set up AcuityLogic to use TMS, you first need to set up AcuityLogic companyattributes to accept credit card payments.If you are using TMS and the MagTek IPAD secure card reader in every office,follow the instructions, below, for turning on credit card validation for your entirecompany.If you are only using TMS and the MagTek IPAD in a limited number of offices, firstfollow the instructions, below, to turn on credit card validation for your entirecompany, then go “To turn off credit card validation in individual offices” on page3 and follow the instructions for each office that should not validate credit cards. To turn on credit card validation for your entire company1. From AcuityLogic Admin, click Company and select Company Setup.2. From the Company Setup window, click the hyperlink of your company namein the Company column.3. In the Additional Attributes section, select the Attributes drop-down menu.4. Ensure that the No Credit Card Validation check box is unchecked.5. Click Save.2Using Total Merchant Services (TMS) with AcuityLogic
Using Total Merchant Services (TMS) with AcuityLogicConfiguring TMS To turn off credit card validation in individual offices1. From AcuityLogic Admin, click Company, and then click Company Setup.2. In the Offices column, click Offices.3. Find the office you are modifying and, in the Office # column, click thehyperlink for the office.4. Select No Credit Card Validation and then click Save.5. Repeat steps 3–4 for each office that should not validate credit cards.Using Total Merchant Services (TMS) with AcuityLogic3
Using Total Merchant Services (TMS) with AcuityLogicConfiguring TMSSetting Up Office TMS AccountsTo set up AcuityLogic to use TMS, you must also set up a TMS account for eachoffice using TMS.1. From AcuityLogic Admin, click Company and select Company Setup.2. Click the Offices hyperlink.3. Click the hyperlink of the office number in the Office # column.4. Select TMS in the Credit Card Process Type drop-down menu.5. Type your payment process merchant ID number in the Payment ProcessMerchant ID text box. Each office has a unique payment process merchantID that is supplied by TMS.6. Type the payment process merchant password in the Payment ProcessMerchant Pwd text box. The password is supplied by TMS.7. Type MPH260836081 in the Payment Process Terminal ID text box. This IDis the AcuityLogic vendor key. It is the same for all offices using TMS.8. Type zMkdV#2u7!43ju in the Payment Process Bin Number text box. Thisnumber is the AcuityLogic vendor password and is case-sensitive. It is thesame for all offices using TMS.9. Click Save.10. Repeat steps 3–9 for each office that will use TMS.4Using Total Merchant Services (TMS) with AcuityLogic
Using Total Merchant Services (TMS) with AcuityLogicConfiguring TMSConfiguring JavaWhen you enable the reader to swipe or input a credit card, a Java applet isloaded in the Web browser by AcuityLogic to control the process ofcommunicating the data between the reader and AcuityLogic.To run the Java applet, you must install a Java Plug-in that is appropriate for yourbrowser. Eyefinity recommends that you use Google Chrome or Mozilla Firefox asyour browser when interfacing with TMS. Mozilla Firefox ESX can be used, but itrequires you to set up rules to allow the Java Plug-in to run with AcuityLogic.1. Verify that you have the Java runtime environment (JRE) installed on yourworkstation. For more information, go to www.java.com.2. From within your Web browser, click Tools and select Add-ons.3. Verify that you have the necessary Java Plug-in (Java (TM) Platform SE 7U51 10.51.213 if using Firefox) installed on your workstation.4. Ensure that the Plug-in is set to Always Activate.Using Total Merchant Services (TMS) with AcuityLogic5
Using Total Merchant Services (TMS) with AcuityLogicConfiguring TMSConfiguring the Windows Java Control PanelTo configure Windows to use TMS, change the Windows setting so that the JavaConsole does not automatically start.1. From the Windows Control Panel, select Java.2. Select the Advanced tab.3. Expand Java console.4. Select Do not start console.5. Click OK.Setting Up the MagTek IPAD Secure Card ReaderTMS requires that you use the MagTek IPAD secure card reader as the solemethod to capture credit card data.The MagTek IPAD is a hand-held plug-n-play device that connects to yourworkstation via a USB connection. It has a magnetic card stripe reader for swipingcards and a keypad for manual entry.6Using Total Merchant Services (TMS) with AcuityLogic
Using Total Merchant Services (TMS) with AcuityLogicConfiguring TMSThe MagTek IPAD is supported on Windows XP, Windows 7, and Windows 8operating systems. It requires that a Java Plug-in, appropriate for your Webbrowser, be installed and activated on your workstation. The Java Plug-in enablesa Java applet to run, which connects to the reader, collects the data, and transfersthe data to AcuityLogic.NOTEWhen the MagTek IPAD is activated for a credit card swipe,AcuityLogic is disabled. Press the Cancel button on the MagTekIPAD to get control back.You may need to press the Cancel buttonon the MagTek IPAD multiple times.1. Ensure that the MagTek IPAD is plugged in.2. Open AcuityLogic POS.3. Click Tools on the left side of the window and then click TMS Device Setup.4. Under Step 1, click Setup TMS Device.Setup may take a few seconds to a minute. After setup is finished, theMagTek IPAD displays the “Please Swipe Card” message or the systemdisplays a Java verification message. If your Web browser or Windowsoperating system is not configured to use the latest version of Java, go toConfiguring Java on page 5 and Configuring the Windows Java ControlPanel on page 6, to configure the Java Plug-in for use with the MagTek IPAD.Using Total Merchant Services (TMS) with AcuityLogic7
Using Total Merchant Services (TMS) with AcuityLogicConfiguring TMS5. Under Step 2, click Test TMS Device and then swipe the credit card throughthe MagTek IPAD.NOTEIf you do not use the MagTek IPAD for more than 30 seconds, ittimes out. To reset the connection, on your MagTek IPAD, pressCancel three times.6. Click OK.The Card # Last 4 digits and Exp Date fields are populated with the creditcard data. The MagTek IPAD and AcuityLogic are ready for you to use.8Using Total Merchant Services (TMS) with AcuityLogic
Using Total Merchant Services (TMS) with AcuityLogicRecording TransactionsRecordingTransactions Taking Payments - Swiping Credit Cards, 9 Taking Payments - Manually Entering Credit Card Details, 12 Handling Returns, 13Taking Payments - Swiping Credit CardsFollow the instructions below to process credit card payments using the MagTekIPAD secure card reader with TMS.NOTEThe procedure below explains taking a payment for an invoicedorder. The process is the same when you are taking a payment on anexisting balance.1. Verify that the MagTek IPAD is connected to a USB port.2. From the AcuityLogic POS Patient Orders window, click Generate Invoice.3. Click Add Payment.Using Total Merchant Services (TMS) with AcuityLogic9
Using Total Merchant Services (TMS) with AcuityLogicRecording Transactions4. Select Credit Card from the Payment Type drop-down menu.NOTEOptionally, you can select the credit card type, such as Visa, toactivate the MagTek IPAD. Eyefinity recommends that youselect Credit Card and let the reader determine the credit cardtype.The MagTek IPAD will beep.5. Swipe the credit card with the MagTek IPAD. You have 60 seconds to swipethe credit card before the MagTek IPAD times out.NOTEIf the card swipe fails three times, the MagTek IPAD beeps andautomatically goes into manual entry mode. Enter the creditcard information using the keypad on the MagTek IPAD instead.The last four digits of the card number and the card expiration date appearin the Payments section of the window.10Using Total Merchant Services (TMS) with AcuityLogic
Using Total Merchant Services (TMS) with AcuityLogicRecording Transactions6. Click OK.The credit card payment information is summarized in the Payments sectionof the window.7. Click Save.The generated invoice opens in a new Web browser window. The invoicedisplays the payment card type, a six-digit credit card authorization number,and the last four digits of the credit card number. The other credit card digitsare masked.Using Total Merchant Services (TMS) with AcuityLogic11
Using Total Merchant Services (TMS) with AcuityLogicRecording TransactionsTaking Payments - Manually Entering Credit Card DetailsYou can manually enter credit card information by using the keypad on theMagTek IPAD. This feature is useful if the reader fails to read the credit card orwhen the actual credit card is not available, such as with orders made by phone.1. Verify that the MagTek IPAD is connected to a USB port.2. From the Patient Orders window, click Generate Invoice.3. Click Add Payment.4. Select Credit Card (Manual Entry) from the Payment Type drop-downmenu to activate the MagTek IPAD keypad.The MagTek IPAD will beep.5. Enter the credit card number and press OK using the MagTek IPAD keypad.You have 60 seconds to enter the number credit card before the MagTekIPAD times out.The last four digits of the card number and the card expiration date appearin the Payments section of the window.6. Click OK.7. Click Save.The generated invoice opens in a new Web browser window.12Using Total Merchant Services (TMS) with AcuityLogic
Using Total Merchant Services (TMS) with AcuityLogicRecording TransactionsHandling ReturnsAfter you implement TMS, you will not be able to refund to a customer’s credit cardfor returns of a purchase made under the previous credit card capture system.Returns on credit card transactions made under the old system must be made bycash or mailing a refund check.AcuityLogic does not require you to provide any credit card information whenprocessing a credit card refund or void through TMS. TMS automatically creditsthe card number that was used in the original transaction. These are some rulesfor refunds on credit card transactions with TMS: Refunds do not require a credit card swipe. Voids do not require a credit card swipe. You must refund the amount to the original credit card used for the payment. You cannot refund an amount greater than the original transaction. Customers will not see a credit/debit on their credit card statement for voidsor same day returns.Use the same procedure as you would for manually returning orders to returnorders paid with a credit card using TMS. AcuityLogic records the return andautomatically credits the original credit card with the refund amount. There is noneed to scan the credit card to complete the refund.Using Total Merchant Services (TMS) with AcuityLogic13
Using Total Merchant Services (TMS) with AcuityLogicThe generated Return/Refund report shows the refund card type, a six-digit creditcard authorization number, and the last four digits of the credit card number. Theother credit card digits are masked. The actual authorization code transmitted byTMS is voided. AcuityLogic may display another number in the Return/Refundreport as the authorization code.14Using Total Merchant Services (TMS) with AcuityLogic
Using Total Merchant Services (TMS) with AcuityLogic 3 Using Total Merchant Services (TMS) with AcuityLogic Configuring TMS To turn off credit card validation in individual offices 1. From AcuityLog
