How do I process customer payments and save card information with my EMV device?

⚠️ Card Readers are being tested with a small group of Storable Payments customers. This article is only applicable to that group. Please do not order a card reader unless you've been advised your site is eligible.

Note: To activate your EMV device, see How do I activate an EMV device for Storable Payments? For more information on Storable Payments card readers, see Storable Payments Card Reader FAQs.

Note: You can also save a tenant’s card on file with or without processing a payment. See the instructions below for more information. 

How to process customer payments with your EMV device

Once your EMV device is activated and ready to use, follow these steps to take customer payments.

  1. Make sure your EMV device is powered on and activated.
  2. In SiteLink Web Edition, open the tenant payment screen. Enter the payment amount, select Credit Card Terminal as the payment method, and choose the device you want to process the payment. Press OK to begin payment.

 

  1. Enter Name on Card and Postal Code if the fields are empty and click OK. These fields are required and will display the name and postal code from the tenant’s SiteLink file.

  1. SiteLink Web Edition communicates with your EMV device to process the payment. The following message is displayed:

 

  1. The cardholder is given three options to complete payment:
      • Insert
      • Tap
      • Slide

 

 

  1. Once the card is accepted by the device, the cardholder is asked to confirm the payment amount.

  1. The cardholder selects YES. Processed payments will see the following message in SiteLink Web Edition. If payment is declined, the decline message is displayed, similar to non-EMV payments. 

 

How to save a card on file with your EMV device

Note: To activate your EMV device, see How do I activate an EMV device for Storable Payments?

  1. Make sure your EMV device is powered on and activated.
  2. In SiteLink Web Edition, open the Automatic Billing menu. Select the option to Auto-Fill Tenant Address for AVS. Choose your EMV device and select Capture EMV Device.

 

  1. SiteLink Web Edition communicates with your EMV device while it connects. The following message is displayed:

  1. The cardholder is given three options:
      • Insert
      • Tap
      • Slide

 

  1. The credit card fields are automatically populated with the card info. Click OK to save the card in SiteLink Web Edition.  

 

  1. The tenant’s credit card is saved and can be used for future one-time or recurring payments. Credit card information captured by your EMV device and saved to a tenant’s ledger cannot be updated. If a tenant needs to update their credit card information, you must delete the card and enter the new card information. 

 

How to save a card on file with your EMV device while processing a payment

Note: To activate your EMV device, see How do I activate an EMV device for Storable Payments?

Once your EMV device is activated and ready to use, follow these steps to save a tenant’s card while processing a payment.

  1. Make sure your EMV device is powered on and activated.
  2. In SiteLink Web Edition, open the tenant payment screen. Enter the payment amount, select Credit Card Terminal as the payment method, and choose the device you want to process the payment. Press OK to begin payment.

 

  1. Enter Name on Card and Postal Code if the fields are empty and click OK. These fields are required and will display the name and postal code from the tenant’s SiteLink file.

  1. Select Save this card for future payments. You can enable auto billing and receipt emailing at this point. These are the same settings you can toggle in the Automatic Billing menu to turn on Credit Card auto billing and receipt emailing.

  1. SiteLink Web Edition communicates with your EMV device to process the payment. The following message is displayed:

 

  1. The cardholder is given three options to complete payment:
      • Insert
      • Tap
      • Slide

 

 

  1. Once the card is accepted by the device, the cardholder is asked to confirm the payment amount.

  1. The cardholder selects YES. Successful payments will see the following message in SiteLink Web Edition. If payment is declined, the decline message is displayed, similar to non-EMV payments. The tenant’s credit card is saved in SiteLink Web Edition and can be used for future one-time or recurring payments.

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