Setting Up Credit Card Devices

How do I set up integrated credit card processing?

To set up integrated credit card processing, you must have an account with a credit card processor, such MeevoPay or CardConnect. After setting up your account with a processor, follow the steps below.

Note: Make sure you navigate to Business Information > Preferences, and select Enable credit card Processing.

1. Add Your Merchant Account in Meevo.
2. Hook up your credit card terminal. Read our Meevo System Requirements and Supported Devices to ensure your computer and devices are compatible with Meevo.
3. Activate or "pair" your encrypted credit card device with your Merchant Account in Meevo.
4. Assign the Merchant Account to one or more register drawers.

How does Meevo determine which credit card device I'm using?

Devices can be:

1. Assigned to a POS Station. In this case, each time a user logs into that workstation, the POS Station's assigned credit card terminal is the default terminal.
2. Assigned to a register drawer. During a login session, opening the register or changing a register drawer will make the drawer's assigned credit card terminal the default terminal. However, if the drawer was assigned a POS Station, then the drawer will use that POS Station's default devices.
3. Selected manually from the Drawer Manager. The selection will remain for the duration of the login session.

Can I set up custom tip options on my credit card device?

Yes, if your provider supports it. Tip options are set up through the Merchant Account.

How does credit card processing work with Meevo?

1. Meevo contacts your credit card processor and requests that they send the balance due to the encrypted credit card device associated with the Merchant Account.
2. The client swipes the card, and the cardholder information is sent back to the credit card processor.

Note: Meevo can handle partial payments, such as when a client does not have enough balance remaining on the card to satisfy the balance due. In such cases, Meevo displays an on-screen prompt, allowing the client to keep or remove the partial charge.

1. The credit card processor then processes the transaction and lets Meevo know the payment type (credit card), the credit card type (Visa, American Express, etc.), the payment amount, and the last 4 digits of the credit card. In this way, Meevo never sees the client's personally identifiable information (PII).

Do I need credit card processing to accept credit card payments?

No, you can record credit card payments without processing through Meevo by manually entering the credit card Payment Type into the register. Your third-party credit card processor will handle the actual execution of the sale, but Meevo will continue to audit appointment details and transaction logs.

What should I do if a credit card charge was processed but the transaction does not appear in Transaction Editor or in reports?

This can happen if, prior to the transaction being completed, your internet connection is lost, the browser closes unexpectedly, or Meevo times out. To resolve the issue, see Recovering a Credit Card Transaction.

Recommended closing reports

At a minimum, we strongly recommend running the MR100: Transaction Log daily or as needed to assist with closing out and reconciling the register, as it provides important data for all of your drawers including drawer totals, deposit amounts, sales, etc.

Aside from the MR100, the following can help with closing out at the end of the day:

• MR080: Register Summary
• MR085: Sales Detail
• MR110: Payment Detail
• MR115: Pay In/Out History
• MR240: Daily Deposit Report
• DE070: Tips Collected