Tips on Credit Card Transactions

Counterpoint has recently released a feature that allows tips to be processed on credit card transactions.

Considerations

Before implementing tip processing, you must meet the following software and hardware requirements:

• Counterpoint Version 8.5.5+
• Process cards using NCR Secure Pay and an EMV payment terminal

When you consider implementing tips, there are a few things you will want to decide:

• Which payment terminals should prompt for tips?
• What percentages (up to 3 percentages) do you want to prompt for?
• Can the customer choose another amount?
• Can the Counterpoint user see the amount that was tipped?
• What account should the tips go into?

Implementing Tips

Once you have determined that you want to accept tips on cards and have answers to the questions above, please contact Counterpoint support by calling 877-809-9980 or emailing [email protected].

Processing Card Transactions with Tips

1. Ring up transaction
2. After card has been inserted, the customer will be prompted to add a tip

3. The customer will select an option
4. If the customer chooses Other, they will be prompted to use the keypad to enter a dollar amount and touch enter

5. After applying the tip, the customer will be prompted if the amount is OK

Reporting on Tips

Counterpoint has two reports for Tips, one for unposted transactions and one for posted transactions.

Unposted Tip Summary Report

1. Select Point of Sale → Reports → Tip Summary Report

2. Enter or look up the store
3. Define a date range
4. (Optional) Choose a sales rep
5. Click Preview

Posted Tip Summary Report

1. Select Sales History → Reports → Tip Summary Report

2. Enter or look up the store
3. Define a date range
4. (Optional) Choose a sales rep
5. Click Preview