How to Enable Different Transaction Types for Your Merchants’ TPNs

iPOSpays allows ISOs to configure the transaction types available for their merchants’ TPNs. These settings determine which transaction types can be initiated through the configured TPN, such as Sale, Refund, Pre-Auth, Ticket, Void, and Send Payment Link. This document explains how to enable or disable transaction types for your merchants’ TPNs in the iPOSpays portal.

Feature Compatibility

• Supported Platforms:
  • Payment Terminals (POS)
  • CloudPOS
  • iPOSgo!

Accessing the Transaction Types

1. Log in to the iPOSpays portal using your ISO credentials.
2. Go to S.T.E.A.M → Edit Parameters.
3. Use the search box to locate and select the required merchant TPN.
4. Click Edit Parameter.

5. Go to the Transaction tab.
6. Locate Tx Type.

Configure the Transaction Types

1. Select the checkbox next to each transaction type that the merchant needs to use.
2. Clear the checkbox for any transaction type that should not be available for the TPN.

The Tx Type section provides the following transaction types:

• Sale

Enables the TPN to process a standard purchase transaction where the customer is charged for goods or services.

• Refund from Portal

Enables users to initiate a refund for a previously completed transaction from the iPOSpays portal.

• Ticket

A Ticket transaction completes a previously initiated Pre-Authorization (Pre-Auth) for the final payment amount.

• Pre-Sale

A transaction type that allows the merchant to enter the payment amount on the terminal and print a QR code on the receipt. The customer can scan the QR code with their smartphone to open the payment link and complete the payment.

• Refund from POS

Enables users to process a refund directly from the payment terminal. This is a standalone refund that does not require the original transaction.

• Incremental AUTH

Enables users to increase the amount of an existing pre-authorization when additional funds need to be authorized.

• Void from Portal

Enables users to void an eligible transaction from the iPOSpays portal before it is settled.

• Pre Auth

Places a temporary hold on a customer’s funds without immediately capturing the payment. The transaction must later be completed using a Ticket transaction, which captures the final amount, including any applicable tips, fees, or taxes.

• Partial Approval

Enables the TPN to accept a partial payment when the customer’s available balance is less than the requested transaction amount.

• Void from POS

Enables users to void an eligible transaction directly from the payment terminal or POS before it is settled.

• Send Payment Link

Enables the TPN to generate and send a payment link to the customer, allowing the customer to complete the payment through the hosted payment page.

Save the Transaction Settings

After configuring the required transaction types:

1. Click Save to apply the changes to the selected TPN.

(OR)

2. Click Save As Template to save the configured parameters as a template for future use.

3. If you clicked Save, verify that the Parameter Updated Successfully confirmation message appears.

Perform a parameter update on the merchant’s payment terminal for the updated transaction settings to take effect.