Below is a guide on saving and using cards on file, along with the different configurations available:
The following applies to USAEpay only.
To set a default Zip code for all manually entered cards, follow the steps below:
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Search “Configurations” in the Main Navigation menu.
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From the level dropdown, select “Station Keys,” and then choose the corresponding station from the Configuration set dropdown menu.
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Search “DefaultCardZipCode” using the header search bar and enter the desired ZIP code in the Value field.
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Click “Save” at the top right to save changes.
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The Zip code will now be automatically entered in the field when closing the sale.
Save Cards on File
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Open the POS.
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Select a customer in the designated tab.
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Navigate to the payment tab and click the Credit Card tender row to pay using this tender type.
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Enter the card info and click “Save on File.”
View and Use Cards Saved on File
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Double-click the customer tab to open the customer details and navigate to the “Cards On File” tab to view all cards saved on file.
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To complete the transaction using a specific card, click the “Use” button located on the card tab.
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To remove and delete a card saved on file, click “Remove” on the card tab.
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To set a specific card as the default card for transactions, click “Set Default.” The card that has been designated as the default will display an icon signifying it as the default option.
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In addition, when proceeding to the payment tab and selecting the Credit Card tender, all cards saved on file will appear for selection.
