PayPal Integration and Workflow with Chip and Tap Reader

 

If you are upgraded to Lavu POS 4, you have the option to use PayPal with the PayPal Chip and Tap reader. If you haven't upgraded yet, you should visit the App store, search for Lavu POS 4 and download the latest version to your iPads.

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Lavu’s integration with PayPal as a CC gateway and processing platform does not require entry of any integration data, as is the case with other preferred gateway partners. Instead, PayPal integration is handled from the Extensions area of the Admin Control Panel through a simple guided onboarding process. This article will explain the PayPal Integration process and demonstrate the workflow for payment using the Chip and Tap reader.

PayPal Integration

To get started Log into your admin Control Panel at admin.lavu.com (cp.poslavu.com/login).

Next select Extensions > Featured on the navigation panel.

PayPal_Extension.png

Click the expander >.

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Click the Connect PayPal button.
If you already have a PayPal merchant account, enter the email address for that account.
Otherwise, call PayPal or visit their website as prompted to set up an account.

PayPal_sign_in.png

 

After you have created your PayPal Merchant account, navigate to Settings > Payment > Payment Methods.

A payment method should have been created when the extension was enabled, if it was not created then you must create the payment method in order to use PayPal. The Payment Method can be named anything, but the first drop-down needs to be PayPal.

After confirming the Payment Method has been properly created, navigate to Settings > Payment > Card Integration.

We recommend a Default transaction type of "SALE" for the Chip and Tap Reader. This mode allows customers to sign and tip on screen and the tips are automatically captured so there can be no tip adjustments after the customer submits their payment and tip choice.

You also have the option of setting the default transaction type to “AUTH” in your Lavu Control Panel Payment Settings. This mode DOES NOT require customers to sign and tip on screen but it does require you to go into “Server Functions” and submit the tips in order to capture. It works best for businesses who would like customers to sign and tip on a paper slip and then have the server/bartender add the tip post sale.

Scroll down to the Workflow paragraph of this article to see transaction workflow videos for each transaction type. 

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In the Signatures and Tips section disable “Show tip input on signature screen” (this is a redundant setting with PayPal).

tip_input.png


Click SAVE
Once you have completed the necessary changes to CC Integration, navigate to Settings > Location > Checkout Layout Editor.

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The purpose of editing the Checkout buttons is to remove the Card button and replace it with the PayPal Payment Method.

PayPal_checkout_button.png

NOTE: The default Card button will not work with the PayPal integration, you must select the PayPal Payment Method when paying with a credit card.

Reload Settings on all devices running Lavu.

Next, the Chip and Tap Reader has to be paired with the Lavu 4 POS Terminal.

Ensure that the Chip and Tap reader is adequately charged, and that the PayPal extension has been enabled in the Control Panel. Then, through the Lavu POS, tap on the hamburger icon in the bottom left corner, tap on Settings, then tap on Card Reader Settings. 

If the iPad has never been paired with a card reader before, they will be greeted with the screen below. 

paypal_ct_setup.jpg

Tap Connect PayPal Reader to see the image below:

PayPal_verify.png

There may be more than one reader listed.

Verify the serial number displayed matches the serial number (last 4 digits) on the reader.

chip_and_tap_SN.png

 

Click on the reader with the matching serial number and you'll see.

paypal_ct_response.jpg

Check for a firmware update. If an update is available, tapping that button will automatically trigger the update.

Workflow with the Chip and Tap Reader

SALE mode transaction workflow

Auth mode transaction workflow

Tip capture in AUTH Mode

To review, the "AUTH" mode transaction type DOES NOT require customers to sign and tip on screen but it does require you to go into “Server Functions” and submit the tips in order to capture. It works best for businesses who would like customers to sign and tip on a paper slip and then have the server/bartender add the tip post sale. The video below shows how to submit the tips through "Server Functions" and is followed by example receipts for this type of transaction.

reciepts_for_AUTH_mode.png
The printed receipt with tip and signature     The post tip receipt for the customer

Refunding and Voiding

Refunding

If you chose "SALE" Mode as your workflow, you can refund transactions by reopening the closed check and tapping on the Paypal payment on the check. It will pull up a window that has the option to offer a refund. Once the payment is refunded, you can then void the order on the Lavu POS App to close it out.

Voiding

If you chose "AUTH" Mode as your workflow, you can only VOID the transactions (not refund) by reopening the closed check and tapping on the Paypal payment on the check. It will pull up options that include voiding the transaction. Once the payment is voided, you can then void the order on the Lavu POS App to close it out.

 

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