Activate Classic - How to make a Cash or Credit Transaction

How to make a Cash Transaction

1. Log into Activate and place items into the cart. 
2. When ready to pay, select the 'Cash/Credit' button below the shopping cart.
   
   
   
   
3. Activate will prompt you to choose a suggested cash amount based upon the order total or you can enter in a custom amount.
   
   
   
   
4. Once you select or enter in the amount, click 'Finalize Payment' for the cash drawer to pop.
5. The 'Thank You!' screen will appear with the exact change amount.
   
   

Note: See also How to Remove an Item from the Cart.

How to make a Credit Transaction

1. Log into Activate and place items into the cart.
2. When ready to pay, select the 'Cash/Credit' button below the shopping cart. 
   
   
   
   
3. Swipe or insert the credit card into the credit card terminal.
4. If the swipe/chip is not successful, type in the card information by clicking on the dot below the total.
   
   
   
   
5. If tip is enabled, the customer can select a suggested tip or enter a custom amount.
   
   
   
   
6. If a digital signature is required, the customer will sign on screen before finalizing.  
7. The 'Thank you!' screen will appear when the transaction is successful.

Note: 

• When credit chip is enabled, the cards must be inserted into the Chip reader.
• Tip, signature, and payment options are configured in the Employee Roles. 
• If using FreedomPay/Ingenico card readers, you may be prompted to manually enter card information on that device instead of within Activate. 
• Use a moderate speed when swiping. If you swipe too fast, the reader will not be able to pick up the information on the magnetic strip.