Factor4 Gift Card Payment Transactions

LOU Retail POS

For transactions on LOU Retail POS, you’ll need to start the order in LOU and then use the Convert to Order process to complete the Order in LOU Web.

Gift Card Fully Satisfies Transaction

1. Start a Sales Transaction in LOU Retail POS
2. Scan or enter the items being purchased
3. Using the Factor4 virtual terminal or the Factor4 app on the Aries 8, process the gift card payment for the order. Make note of the reference number for the transaction.
4. Tap the hamburger menu in the upper left and select Convert to Order
5. Department and Sales Order are selected. Enter a note indicating this is a gift card transaction and include the reference number for the transaction.
6. Open LOU Web
7. Go to Sales Orders
8. Open the Sales Order you just created
9. Invoice the Order
10. On the Invoice, click Payment
11. Created Payment for the full amount
12. Select Other
13. Choose Gift Card from the dropdown
14. Click Create
15. Click Print on the Complete Payment Profile to print a receipt for the Customer

Gift Card Satisfies Part of the Transaction

When the gift card will only satisfy part of the transaction, there are a few additional steps.

1. Start a Sales Transaction in LOU Retail POS
2. Scan or enter the items being purchased
3. Using the Factor4 virtual terminal or the Factor4 app on the Aries 8, process the gift card payment for the order. Make note of the reference number for the transaction.
4. Tap the hamburger menu in the upper left and select Convert to Order
5. Department and Sales Order are selected. Enter a note indicating this is a gift card transaction and include the reference number for the transaction.
6. Use the hamburger menu on the left to return to the main Dashboard
7. Tap Receive Payment
8. Select the Customer
9. Select Deposit On Order
10. Select the Order you just created
11. Select Custom Amount
12. Enter the Amount not paid by gift card (you will have to manually calculate that amount because the gift card payment has not been applied to the Order yet)
13. Tap Pay
14. Take Payment
15. Do not print a receipt yet
16. Open LOU Web
17. Go to Sales Orders
18. Open the Sales Order you just created
19. Invoice the Order
20. On the Invoice, click Payment
21. Created Payment for Balance remaining which should equal the gift card payment
22. Select Other
23. Choose Gift Card from the dropdown
24. Click Create
25. Close out of the Payment Profile and return to the Invoice
26. Print the Invoice as a receipt for the Customer. It will reflect both payments received.

Transaction Starts and Ends in LOU Web

1. Create the Sales Order in LOU Web
2. Use the Factor4 virtual terminal to process the gift card payment for the full transaction or a partial amount.
3. Make note of the reference number.
4. Invoice the Sales Order
5. Click Payment
6. Process a Payment using the gift card Other Payment Method
7. If necessary, process additional Payment to satisfy the Invoice.

Print or Message the Complete Invoice to the Customer as a receipt.