iPOSgo!How to Process Transactions with Fee Types on iPOSgo!

How to Process Transactions with Fee Types on iPOSgo!

This document explains how configured fee types are displayed and managed during transactions in iPOSgo! (iOS and Android). It covers how merchants can review transaction breakdowns, adjust pricing when permitted, and remove applicable fees such as Custom Fee, Surcharge, Tender Based Pricing (TBP), Dual Pricing, and True Cash Discount during the payment process.

Steps to Enable Fee from the iPOSpays Portal

Before processing transactions, the required fee type must be enabled and configured in the iPOSpays Portal. Refer to the document below for detailed fee configuration steps.

See How to Enable and Configure Fee Types on iPOSpays for detailed fee configuration steps.

Steps to Process a Fee Type Enabled Transaction on iPOSgo! (iOS & Android)

Custom Fee

Once the Custom Fee is enabled for the Terminal Profile Number (TPN) in the portal, the custom fee will be applied and displayed on the iPOSgo! application during the transaction.

Step 1: Enter the Transaction Amount

  • Enter the transaction amount on the iPOSgo! payment screen.
  • Tap OK.

Step 2: View Transaction Breakdown

The iPOSgo! application displays the transaction breakdown, including:

  • Sale amount
  • Tip (if added)
  • Custom Fee (if enabled)
  • Taxes (if enabled)
  • Total amount

Step 3: Remove Custom Fee (If Enabled)

If the Merchant Can Remove Fee option is enabled by the ISO:

  • Long-press on the Custom Fee line item on the iPOSgo! application.
  • Enter the password (if prompted).
  • A confirmation message appears: “Are you sure you want to remove the fee?”
  • Tap Yes to remove the custom fee.

Step 4: Confirm Updated Amount

  • The Custom Fee is removed from the transaction.
  • The remaining breakdown (Sale, Tip, Taxes) stays unchanged.
  • The total amount is updated accordingly.

Step 5: Complete Payment

  • Proceed with the payment process.

Surcharge

Once the surcharge is enabled for the Terminal Profile Number (TPN) in the portal, the surcharge will be applied and displayed on the iPOSgo! application during the transaction.

Step 1: Enter the Transaction Amount

  • Enter the transaction amount on the iPOSgo! payment screen.
  • Tap OK.

Step 2: View Transaction Breakdown

The iPOSgo! application displays the transaction breakdown, including:

  • Sale amount
  • Tip (if added)
  • Surcharge (if enabled)
  • Taxes (if enabled)
  • Total amount

Step 3: Remove Surcharge (If Enabled)

If the Merchant Can Remove Fee option is enabled by the ISO:

  • Long-press on the Surcharge line item on the iPOSgo! application.
  • Enter the password (if prompted).
  • A confirmation message appears: “Are you sure you want to remove the fee?”
  • Tap Yes to remove the surcharge.

Step 4: Confirm Updated Amount

  • The Surcharge is removed from the transaction.
  • The remaining breakdown (Sale, Tip, Taxes if enabled) stays unchanged.
  • The total amount is updated accordingly.

Step 5: Complete Payment

  • Proceed with the payment process.

Tender-Based Pricing (TBP)

Once Tender Based Pricing (TBP) is enabled for the Terminal Profile Number (TPN) in the portal, different prices will be displayed on the iPOSgo! application based on the selected payment method.

Step 1: Enter the Transaction Amount

  • Enter the transaction amount on the iPOSgo! payment screen.
  • Tap OK.

Step 2: View Transaction Breakdown

The iPOSgo! application displays the transaction breakdown, including:

  • Sale amount
  • Tip (if added)
  • Fee (if enabled)
  • Taxes (if enabled)
  • Total amount

Step 3: Remove Fee (If Enabled)

If the Merchant Can Remove Fee option is enabled by the ISO:

  • Long-press on the fee line item on the iPOSgo! application.
  • Enter the password (if prompted).
  • A confirmation message appears: “Are you sure you want to remove the fee?”
  • Tap Yes to remove the fee.

Step 4: Confirm Updated Amount

  • The fee is removed from the transaction.
  • The remaining breakdown (Sale, Tip, Taxes) stays unchanged.
  • The total amount is updated accordingly.

Step 5: Select Payment Method

The iPOSgo! application displays different payment options with corresponding prices, such as:

  • Tap to Pay on iPhone
  • Cash
  • QR Pay
  • Send Link
  • Key-In

Each option shows the final amount based on the selected payment method.

Step 6: Complete Payment

  • Proceed with the payment using the selected method.

Dual Pricing

Once Dual Pricing is enabled for the Terminal Profile Number (TPN) in the portal, both cash and card prices will be displayed on the iPOSgo! application during the transaction.

Step 1: Enter the Transaction Amount

  • Enter the transaction amount on the iPOSgo! payment screen.
  • Tap OK.
  • If the Dual Pricing label is configured in the portal, a confirmation prompt appears on the iPOSgo! application.
  • Tap OK to continue.

Step 2: View Transaction Breakdown

The iPOSgo! application displays the transaction breakdown, including:

  • Sale amount
  • Tip (if added)
  • Taxes (if enabled)
  • Total amount

Step 3: Adjust / Remove Discount (If Enabled)

  • Tap the scissor icon on the screen.
  • Enter the password (if prompted).
  • The Adjust Price window opens.

If the ISO has enabled this option, the merchant can:

  • Select the Discount on Credit Card checkbox to remove the discount.
  • Optionally adjust Local Tax or State Tax (if enabled).
  • Tap Adjust to apply the changes.

Step 4: View Updated Amount

  • The fee is removed (if selected).
  • The total amount is updated accordingly.
  • The remaining breakdown (Sale, Tip, Taxes) stays unchanged.

Step 5: Select Payment Type

The iPOSgo! application displays both pricing options:

  • Cash Payment (lower amount)
  • Card Payment (higher amount including fee)

Step 6: Complete Payment

  • Select the preferred payment method.
  • Proceed with the transaction.

True Cash Discount

Once True Cash Discount is enabled for the Terminal Profile Number (TPN), both cash and card pricing will be applied and displayed on the iPOSgo! application during the transaction.

Step 1: Enter the Transaction Amount

  • Enter the transaction amount on the iPOSgo! payment screen.
  • Tap OK.
  • If the True Cash Discount label is configured in the portal, a confirmation prompt appears on the iPOSgo! application.
  • Tap OK to continue.

Step 2: View Transaction Breakdown

The iPOSgo! application displays the transaction breakdown, including:

  • Sale amount
  • Tip (if added)
  • Taxes (if enabled)
  • Total amount

Step 3: Adjust / Remove Discount (If Enabled)

  • Tap the scissor icon on the screen.
  • The Adjust Price window opens.

If the ISO has enabled this option, the merchant can:

  • Enable the Discount on Credit Card option to remove the discount.
  • Optionally adjust Local Tax or State Tax.
  • Tap Adjust to apply the changes.

Step 4: View Updated Amount

  • The discount is removed (if selected).
  • The total amount is updated accordingly.
  • The remaining breakdown (Sale, Tip, Taxes) stays unchanged.

Step 5: Use the Cash Register (If Enabled)

If the Cash Register feature is enabled, merchants can enter multiple item prices before proceeding with the transaction.

  • Enter the price of each item using the cash register screen.
  • The iPOSgo! application automatically calculates the running total as items are added.
  • Tap Proceed once all items have been entered.

The iPOSgo! application displays an itemized summary showing:

  • Item prices
  • Card price
  • Discounted cash price
  • Total discount amount

Review the itemized pricing details with the customer before proceeding.

  • Click the green arrow button to proceed to the payment screen.
  • Tap PAY to continue with the transaction.

Step 6: Select Payment Type

The iPOSgo! application displays both pricing options:

  • Cash Payment (discounted amount)
  • Card Payment (regular amount)

Step 7: Complete Payment

  • Select the preferred payment method.
  • Proceed with the transaction.
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