NEW: Updated PayPal Authorization Workflow (V2)

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OVERVIEW

Lavu’s integration with PayPal as a credit card processing platform has been updated. PayPal can now be used with a standard workflow for all non-EMV transactions, using the same familiar functions that Lavu customers are accustomed to with direct gateway integrations and allowing for a more efficient checkout process. Updates to the PayPal integration also permit tip adjustments from the Server Tips area of the POS application and the Admin Control Panel.

Note: Existing PayPal Merchant accounts will limit tip adjustments to 15% of the order total by default. To increase this threshold so tips above 15% can be captured, contact PayPal Merchant Services at 888-215-5506 and request that the capture limit be raised to the desired percentage. Customers creating new PayPal Merchant accounts for use with Lavu will be able to dictate the capture limit during the setup process.

For further assistance with this process, existing customers may also contact Lavu Customer Care by phone (855-528-8457) or email (support@lavu.com).

 

Implementing the updated workflow is optional. Customers wishing to take advantage of the changes should note that they apply to the Authorization transaction type and Magtek iDynamo CC reader ONLY. Locations utilizing the Lavu + PayPal EMV solution will continue to process Sale transactions with the extant procedure.

Note: Tab Preauthorizations are not currently supported, though a tab may still be created by swiping a credit card from the Tab Layout to pull the cardholder’s name and last 4 of the CC.

 

SETUP

Onboarding PayPal with the new authorization protocol requires a few more steps than the original Lavu + PayPal setup, but is still a simple process. Customers setting up PayPal integration for the first time may follow the steps below from the beginning; customers already using PayPal with Lavu may click here to jump to the relevant step.

Note: A custom PayPal payment button is not required for the direct integration outlined here, in contrast to the EMV solution.

1. Log in to the Admin Control Panel at admin.lavu.com.

2. Navigate to Extensions.

 

3. Click the “Get Started” button in the PayPal tile.

 

4. Follow the prompts to link an existing PayPal Merchant account or create a new one.

 

5. After linking or creating a PayPal Merchant account for use with Lavu, navigate to Settings > CC Integration.

 

6. Under the Credit Card Integration section, check the radio button next to “Integrate credit card processing” to enable integrated payments.

 

7. Select PayPal from the drop-down list of available gateway partners adjacent to “Payment Gateway”.

Note: If PayPal does not appear in the list of available Gateway partners, please contact Lavu Customer Care by phone (855-528-8457) or email (support@lavu.com) for assistance. 

8. In the “Integration Data 1” field, enter the email address used to set up the PayPal Merchant account.

 

9. Next to “Default transaction type”, select Auth from the drop-down.

 

10. Under Signatures and Tips, users have the option of capturing customer signatures and prompting for tip entry directly in the Lavu application OR defaulting to the standard, printed merchant copy receipt to obtain customer signature and tip amount.

To enable in-app signature capture, check the box next to “Capture customer signatures on iPad”.

 

If printed copies are the preferred method, leave “Capture customer signatures on iPad” disabled.

 

Next, scroll to the Printing section and make sure “Print individual credit card receipts” is enabled for both Merchant and Customer copies.

 

11. Scroll to the bottom of the page and click SAVE.

 

12. Reload settings on all iOS devices to ensure the changes take effect.

 

PROCESSING PAYMENT

1. Take the order to the Check Out screen.

 

2. Swipe the customer’s credit card through the iDynamo CC reader.

Note: For keyed entry, simply tap the Card payment method and enter the CC information manually.

 

3. Tap Yes to confirm the payment.

 

 

IN-APP SIGNATURE CAPTURE

4. Have the customer enter a tip amount or choose from the preset Quicktip options. If no tip is to be entered, press No Tip.

 

5. Next, the cardholder must sign and press Submit.

 

6. Choose a final transaction receipt option.

 

7. Tap Continue to confirm checkout completion and permit the order to close.

 

 

PRINTED SIGNATURE / TIP RECEIPTS

Steps 1-3 are identical to those of the section above.

4. After payment confirmation, a Merchant and a Customer copy of the transaction receipt will print. Present both to the customer for completion.

 

5. Retain the completed Merchant Copy for tip adjustment and proof of purchase.

 

TIP ADJUSTMENT AND AUTHORIZATION CAPTURE

Lavu’s updated integration with PayPal affords users the ability to adjust and capture credit card transactions from either the Server Tips area of the POS app or the Admin Control Panel (for users of the appropriate Access Level).

As with some other gateway partner integrations, PayPal’s direct integration allows only ONE adjustment / capture per transaction. Accordingly, all tip adjustments should be reserved for the end of the business day, to be entered after all orders have been finalized.

Reminder: Existing PayPal Merchant accounts will limit tip adjustments to 15% of the order total by default. To increase this threshold so tips above 15% can be captured, contact PayPal Merchant Services at 888-215-5506 and request that the capture limit be raised to the desired percentage.

For further assistance with this process, existing customers may also contact Lavu Customer Care by phone (855-528-8457) or email (support@lavu.com).

NOTE: Any customers using the PayPal V2 integration should be capturing authorizations at the end of every business day. Any customer who does not follow this policy has three days to capture authorizations through Lavu. If the merchant does not capture authorizations within three days, he or she will have 29 days from the transaction date to log in to the PayPal merchant account directly. The merchant can then reauthorize each transaction that was not captured, and subsequently recapture the transactions through the PayPal portal. 

From SERVER TIPS (POS APP)

The following steps should be completed by each server at the end of a business day after all orders have been closed.

1. From the default Tab, Table or Quick Serve Layout, tap the LAVU button in the upper left corner.

 

2. Select Server Functions.

 

3. Choose Server Tips.

 

4. Enter tip amounts for every CC paid order displayed on the screen, then press Submit.

 

After submission, the Server Tips screen will refresh. At the bottom of the page, confirmation of each successful adjustment and capture will be listed as well as any error messages (if there are any).

 

From DETAILED END OF DAY (ADMIN CP)

Rather than permitting each server to manage their tips individually, a location may elect to have a manager with access to the Admin Control Panel’s Reports section submit all tips for the day after close of business.

1. Log in to the Admin Control Panel at admin.lavu.com.

2. Navigate to the Reports tab.

 

3. Click the blue End of Day / Batching (Version 1) button near the upper right of the screen.

 

4. Scroll to the bottom of the page and select All Users from the drop-down next to the “Users” field.

 

5. Enter tip amounts for every CC paid order displayed on the screen, then click SUBMIT TIP CHANGES / CAPTURE AUTHORIZATIONS.

Remember, each transaction may only be submitted once whether the tip field has a value entered or not. It is very important to verify that all tips are entered prior to submission.

 

 

 

 

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