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CC Offline Mode

Credit Card Offline Mode allows your POS terminals to continue accepting credit card payments even if your internet connection goes down.
Transactions are securely stored on the device and automatically sent for authorization once the connection is restored.
This feature helps ensure your business can keep processing sales without interruption during temporary internet outages.

Do I need to put something about how its only available for locations that have Trans IT as their processor. and only if they are using A35 devices? or PAX devices?

To Enable Offline mode

  1. Log into the terminal
  2. Click on the Functions button on the launch screen
  3. Click on the Offline CC button

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  4. Once in this screen you will see a red "Go Offline" button on the bottom tool bar

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  5. When you click it you will get a popup explaining the risks of going into Offline mode, and you will need to click yes to confirm. 

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  6. Once you have enabled Offline Mode an email will be sent out to Ingage It support staff, any email address on the daily close setting, and the employee who enabled the Offline mode. Do I need to put something in about how the email will be triggered but wont actually go out until the internet is restored? since an email can't go out without internet. How do i say that?

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What Can and Cannot be done in Offline Mode:

Can:

  • Process Credit Cards
  • Tip Adjustment
  • Process Refunds
  • Void Credit Cards

Can Not:

  • Start a new Tab
  • Process a Tab that was started while Credit Cards were online
  • Swipe Credit Cards
  • Manually enter a CC on the terminal, you will need to manually enter it on the Pax device (are we allowing this?)
  • Use Credit Card Re-Apply

Other things to know

  • CC ran Online  and tips done online are safe
  • CC ran Online, and tip ran offline, The tip is stored and not processed until reconciled. So it is possible for a sale to go thru but not the tip.
  • CC ran Offline and tip don Offline need to be process and are subject to decline
  • CC ran Offline with no tip entered. Then the transaction are processed and that sale declines, the sale will not be in the enters tip screen. Because the card declined you can not enter a tip on it. 
  • CC ran Offline, but not tip yet.  And then transaction are processed and that sale is successful, then you can enter the tip and the tip is processed online


  • CC ran Online, and the card is voided while in Offline, the void will not process until back online
  • CC ran Offline and then voided while in Offline, is just erased from the pax device and will not even be processed. 
  • CC ran Offline and then voided while in Online mode but BEFORE the reconciliation, is just erased from the pax device and will not even be processed. 
  • CC ran Offline and then voided while in Online mode but AFTER the reconciliation, if successful, will be voided like normal. 


  • If a tab is started while Online, Then they only go offline for a short period of time, once you are back online you can process the tab like normal
  • If a tab is started while Online, you can not process it while Offline, so you will need to ask for the card again
  • Tabs can NOT be started Offline. 


  • If a device has a connection or power issue while the system is trying to Process Offline Transactions show the Device and Transactions missing on the Offline Transaction Summary. This help the user understand why the Offline Summary still shows transactions and the Results is missing transactions. The "Process Offline Transaction" butt will still be there and they can try again once the device is powered back on. 

  • What if a device dies before reconciliation? All the payments done on that device are gone


  • There is a task in job roles that needs to be turned on for a user to see the CC Offline button in functions. We will NOT give them that job role right until they have signed the appropriate risk documents. 
  • Any cards that are declined, you can not use payment re-apply even once back online. because we do not receive a token when in Offline mode

 

Things to know about Reconciliation

  • The more transaction the longer it will take. Transactions still take about 3 seconds per sale.
  • If they are busy, its
  • The day will NOT CLOSE if the reconciliation has not happened. 

 

Things to know if Internet is down for multiple days.

  • The day will not close in Offline mode. So days will be married together

 

To Disable Offline go (or To Go back Online)

  1. Log into the terminal
  2. Click on the Functions button on the launch screen
  3. Click on the Offline CC button
  4. Once in this screen you will see a green "Go Online" button on the bottom tool bar

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  5. Once you have Disabled Offline Mode an email will be sent out to Ingage It support staff, any email address on the daily close setting, and the employee who enabled the Offline mode. same question as above

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You are now back to processing credit cards online.  

You can decide to reconcile the batch at this time or wait until later when you are not busy. 

To Process the Reconciliation

  1. Log into the terminal
  2. Click on the Functions button on the launch screen
  3. Click on the Offline CC button
  4. Once in this screen you will see a blue "Process Offline Transaction" button on the bottom tool bar

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  5. When you click it you will get a popup explaining that the reconciliation may take several minutes. Only do the reconciliation if you have time and don't have customer waiting to pay out. 

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  6. The Screen will give you a "Processing Reconciliation" screen until the process is done. You can use other terminals to ring in items and cash people out, but you can not take any credit cards until this process is done. (it takes about 3-53 seconds per card, So if you had 100 cards, it will take about 5-85 minutes to process everything)

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  7. Once everything has processed you will get your reconciliation results. It will tell you how many were successful and how many failed. Below that it will list out all failed transactions. You have 2 options with Failed transaction
    1. Do nothing. Let the day close and you are just not able to recoup the money for the failed transactions. 
    2. Open the transaction and void the payment. There will be a teal "Open" button on the right hand side, Click this to open the order, Void the Payment. This will reopen the table, and you can let the table roll to the next business day. That way if you know the customer you can ask them to pay the next time they come in. 

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  8. Once you have Processed all Offline Transactions an email will be sent out to Ingage It support staff, any email address on the daily close setting, and the employee who enabled the Offline mode. same question as above. It will detail every single transaction that was ran during Offline Mode. Success and Declined ones. 

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How declines look in Reporting

 

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