An updated version of this article is available here: http://help.peoplevine.com/api-customization-advanced/pos-integration-aloha-paying-with-credit-card-on-file
Adding a member to an order
After a member is seated you will need to open a ticket at the POS and link that order to the members account in order to process the transaction with either their House Account or Card On File.
To link a members account to their order proceed with the following steps;
Login to the POS
Select your members table in which they have just been seated
Tab down in the menu to Misc
Select Member Card
Scan their cheat sheet barcode, or manually enter their alphanumeric member number or their phone number on file.
You should now see Member Card #XXXXXX as a line item on the bill
Charging a Member
When it comes time to close out the members bill there are two methods to pay. They can be billed by their House Account (Credits issued based on their member level) or with their Card On File
House Account (F&B Credits)
When closing a member’s bill who wishes to pay with their House Account proceed with the following steps;
Ensure the members number has been applied to the order (previous step)
Click Close as you would normally close an ordinary check
Select the House Account payment button
Wait for the green Approved message
Click Close to print receipt
Card on file
When closing a member’s bill who wishes to pay with their Card On File proceed with the following steps;
Ensure the members number has been applied to the order (previous step)
Click Close as you would normally close an ordinary check
Select Card On File
Wait for green Approved message
Click Close to print receipt
Common Errors
In the event that you encounter an error when processing a charge to a member’s account please wait a few seconds and try again. Below are the typical error messages you may encounter when processing a charge to a members account.
***NOT A MEMBER***
You will see this error if the order has not yet synced to the members profile in PeopleVine. Wait a few seconds and try again or verify the member number was entered correctly.
***NO BALANCE***
This error indicates the members House Account has no credit remaining.
***DECLINED***
This error indicated the members card on file has been declined.
***NO CARD ON FILE***
This error indicates that the member does not have a card on file.
***TRY AGAIN***
This error indicates the order has not synced.
