Enabling manual card entry is extremely easy in your Organizer dashboard. This article outlines the steps to ensure the feature is enabled and ready for use at your upcoming event or show.
Section | Description |
Brief overview of it use cases and limitations | |
Reviews how to enable at both the Event and Revenue Center levels |
About Manual Card Entry
Occasionally, guests may have a chip that isn't reading at the terminal or a magstripe that isn't swiping. In other instances, you may need to close out a tab using bank card information that you've been sent or shared. These are instances where manual entry can be a lifesaver. When enabled, when a staff member goes to checkout and selects Bank Card as the payment option, a manual entry option will appear at the bottom of the screen:
Once they select this, it will open up a Stripe form for the staff member to then input the credit or debit card information:
Once they've entered the necessary information, they'll select 'Pay' at the bottom of the screen to process the payment.
Limitations:
Manual Entry Payments can only be paid while online, there is currently not an offline capability
A Stripe Reader still must be connected to the device in order to use manual card entry. This cannot be used without having a reader connected within the application.
How to Enable Manual Card Entry
If you've yet to create any Revenue Centers, follow these steps:
First, make sure you are logged in at organizer.billfoldpos.com
Once logged in, locate the events tab via the left-hand menu and within events, select the event to enable Manual Card Entry
Once within the event, select the three dots at the top of the screen next to the event name and select Edit
Scroll down to the Payment Methods section and ensure Bank Card Payments are enabled. Within Bank Card Payments, there's a tick box that enables Manual Card Entry. Select this box, then scroll down to Save/Update.
If you've already created Revenue Centers, follow the above steps and then follow these:
It is important to note that at this time, an event's default configuration details will not update the details of existing revenue centers. If an event's default settings have been adjusted, the changes must be made at the revenue center level. More information about editing an event's default configuration details can be found [here]
Navigate to the desired event within the organizer dashboard
Click "Revenue Centers" within the event tabs
Select the revenue center you wish to make adjustments to from the list of existing revenue centers
Click the "Options" button at the top next to the revenue center name, Select "Edit"
Bank Card: Toggling On Bank Card, allows you to enable Manual Card Entry and adjust the Offline Threshold at that Revenue Center.
