Setting Up Credit Card Auto Capture

By Libby | Updated

Follow

Overview

Revel's Auto Capture feature allows you to automatically accept all credit card payments on the iPad POS without completing a manual batch. By setting up this feature, all tips must be entered before the auto capture time.

Warning: To use Revel’s auto capture feature, you must enable certain settings on the iPad POS. If these requirements and recommendations are not followed, it may result in issues with capturing payments.

Contents


General Requirements for Auto Capture

Once you enable Auto Capture, the following requirements are necesary for your iPad to capture credit card information automatically.

  • Each iPad must have the Revel POS app open, but you are not required to be logged into the app.
  • Do not allow iPads to go to sleep before closing out at the end of the night. Pressing the power button (at the top of the iPad) once to turn the display black will put the iPad to sleep.
  • Revel recommends to not use guided access if you are using Auto Capture.
  • Revel recommends to not use a passcode to lock the iPad if you are using Auto Capture.

Wifi and Networking Requirements

  • All POS stations (iPads) need to be powered on and connected to WiFi/AEC.
  • The POS stations need to be in direct line of sight with the access points. Storing the POS stations/Mobile Order takers in a cabinet, drawer, or back office may take the iPad outside of the direct line of sight from the APs. Thus, disconnecting the iPad from Wi-Fi.
  • If the iPad is not connected to Wi-Fi/AEC and/or temporarily drops Wi-Fi/AEC connectivity at the time Auto Capture triggers then the batch will NOT be ran.

Enable Push Notifications

Push Notifications need to be enabled for the Revel Point of Sale app on your iPad POS stations.

  1. Navigate to Settings on the iPad:
  2. Select Notifications from the menu:
  3. Select the Revel POS app:
  4. Tap the button Allow Notifications to enable them:
  5. Enable all notification types by tapping the buttons on the screen to the right.
  6. Repeat these steps for each iPad POS station in your establishment.

Disable Auto-Lock

You need to disable the auto-lock function on the iPad to make sure that it doesn't go to sleep and allow the auto capture feature to run.

  1. Navigate to Settings on the iPad:
  2. Select Display & Brightness on the menu on the left of the screen:
  3. Select Auto-Lock and set it to Never:

 Enabling Auto Capture

  1. Navigate to the Settings page in your Management Console (yourdomain.revelup.com).
  2. Click Clear Selections and type auto capture in the search bar:
  3. Check the box next to Auto Capture when it appears in the menu:
  4. On the right-hand side, check the box to enable Auto Capture:
  5. Then, select the time by clicking your mouse in the time section and using the slider bars to choose the time to run your auto capture:

    Note: Make sure you choose a time when your business is slow or just before end of day so the auto capture does not interfere with transactions.
  6. Click Save and refresh your iPad POS.


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Want to request a new feature? Click here!
Still have questions? Contact our friendly Support team