Shift4

Steps to Start the UTG shift4 exe:

1. To start the UTG2, Double Click the shortcut “Utg2 – Shortcut” on the desktop, then the below screen will appear. Don’t close this window.

2. To start the Shift4 Proxy

Double-click the shortcut ”Shift4Proxy” on the Desktop to start the Proxy.

Please minimize the above two windows(UTG2 and Shift4proxy). Do not close it.

If you close the above two windows, the payment processing option will not work. You will get the below              message “This lane closed” on the  UTG2 swipe device.

Note: Please make sure Both UTG2 and shift4Proxy exe should always run.

Processing Shift4 payments in Easy InnKeeping:

1. Login to the EasyInnKeeping application.

Login from https://apps.gracesoft.com/pmsui with your credentials

2. Create a new reservation and go to the billing page Choose the account code, then Click the “Process” button.

When card reader displays message “Amount ok?***.** ask customer to select “Yes”

After customer select “Yes” ask customer to swipe the payment card.

After customer swipe the payment card, the message appears “Please select payment type, “  Debit/Credit.

Ask customer to select payment type “DEBIT/CREDIT”

After customer selects the payment type, the message appears “Authorizing..Please Wait” on terminal’s screen

After authorizing the payment card, message “Approved” appears on the terminal’s screen.

On the EasyInnKeeping screen, the “Transaction successful” message will appear on the billing page.

After processing, the payment transaction line item will appear on the billing page.

Authorize and Capture the amount in Easy InnKeeping:

1. Create a new reservation and go to billing page Choose account code, then Click “Authorize” button.

2. Follow the prompts on the Shift4 screen

• 
  
  • Approve amount (Yes)
  • Swipe card
  • Select Debit or Credit

3. After customer selects the payment type, the message “.Please Wait” displays on terminal’s screen

4. After authorizing the payment card, message “Approved” appears on terminal’s screen.

5. In Easy InnKeeping, “Transaction successful” message will appear on the billing page.

6. Once the transaction is successful, the authorization line item will appear on the billing page

7. To capture the authorized amount:

8. Click “Capture” button to capture the authorized amount

9. After clicking the “Capture” button, the authorized amount will populate the Payment Amount field. You have    the option to change the amount, and then click “Process” button.

10. Once the amount has been processed, the “Transaction successful” alert will appear at the bottom of the        billing page.

To VOID a transaction:

1. From the Billing screen, find the original Payment item and Transaction ID.  Click “Void” button located to the    right of the transaction ID.

After clicking the “Void” button,  “Are you sure to void the transaction?” alert will appear.

After clicking the “yes” the “Transaction voided successfully” message will appear at the bottom of the page.

To Refund a payment:

1. Click the “Refund” button on the payment line item and enter the Refund amount and then click “Refund”  button under the “payments and Refunds” tab

2. The Shift4 terminal will prompt the customer to approve the Refund amount by selecting Yes.

3. In the billing screen, a ‘Successful transaction’ message will appear, and the refund will be added to the bill.