Tenerum Processing Only

Welcome to your new integrated CC processing with your Kennel Connection software! Please view the below to get started.

Note that processing credit cards or storing credit cards requires the chip reader device. Until you receive this hardware, processing is not possible. 

Important: A valid and stable Internet connection is required.

Important: If you will require the ability to accept TIPS from customers, you must notify Chosen Payments to enable this option. Once enabled you MUST go into File, System options in Kennel Connection, click on the Invoices tab and enable tips. 

Document Index: 

Part 1: Installing your new CC device hardware.
Part 2: Configuring your new CC device hardware in Kennel Connection.

Part 3: Running a transaction in Kennel Connection. 

Part 4: Storing a credit card on file. 

Part 5: Using a stored credit card to pay an invoice. 

Part 6: Voiding a transaction. 

Part 7: Processing a credit card refund/return. 

Part 8: Mobile deposits from Kennel Connection Live Access. (Coming Soon)

Part 9: Mobile payments from Client Portal. (Coming Soon)

Part 10: Mobile deposits from Client Portal. (Coming Soon)

Part 11: Closeout Report.

Part 12: Tips Report. 

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Part 1: Installing your new CC device hardware.

The first thing you'll need to do is get your devices setup. Unpackage the devices and make sure you have all necessary cables. You'll need the AC adapter (included) and an Ethernet cable "Internet Cable" (Not included) for each device. You'll also need to either have a network switch to plug the Ethernet cable into or be able to run the cable directly to your router so make sure you have one or the other. 

• Plug in the Ethernet (Internet) cable to the ETH port on the devices cable.
• Plug in the other end of the Ethernet (Internet) cable to an open LAN port on your router or network switch.  
• Plug in the AC adapter from the devices cable to a power outlet. 
• Allow a few minutes for it to boot up.

When done it should display "Ready" on the screen. If not displaying ready, please check your Ethernet cable and ensure one end is plugged into the ETH port on the device cable and the other end is plugged into a LAN port on your router or network switch. Make sure both ends are firmly plugged in. 

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Part 2: Configuring your new CC device hardware in Kennel Connection.

Open Kennel Connection desktop and go into File, Lists. Click on the Tenerum Devices tab. 

Choose "new device" 

Enter your device ID and create a friendly name so you'll know which device this is. Click Save. (If you only have ONE device, start with ID 2. Never use the #1. If you have more than one, start with 2 and go up from there. 

Now you must choose this device for KC (On this computer) to access. Close out of File, Lists and open File, System Options. Go to the "Local" tab. Locate the "Credit Card Device" drop down and choose the appropriate device for this computer. Then click Apply and OK. 

*Note that if you have multiple CC devices, as you add them this above drop down list will grow. Make sure you choose the correct one for that computer you're on. Otherwise, it will light up another device somewhere else in your office. 

!Repeat the above sections for each computer/device you have. 

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Part 3: Running a transaction in Kennel Connection. 

If you've never used integrated CC processing before in Kennel Connection, you'll be used to seeing the options to choose a type of Credit Card but not actually process one. 

When you open an invoice, you'll have two options. 

Quick CC/Pay. 

Quick CC: This option will skip over you having to choose the the invoices they're paying and take you directly to the process transaction page.  Note that it will apply ONLY the invoice in question and will NOT apply any pre-payments. If you want to pay more than one open invoice and/or apply pre-payments, you must click the PAY button. 

Pay: This option will take you to the "Receipt Information" screen where you can manually choose the invoices you want to pay and/or apply any existing pre-payments before processing the transaction. Choose what you need, select payment method and then you'll be directed to processing screen if payment method is a CC type. 

On the Credit Card screen, you'll have to options. Process now OR Retrieve Stored Credit Card. 

Click Process Now to activate your CC device so your customer can insert, swipe or tap. 

Note that if you have TIPS enabled, the customer will be prompted on the device to ADD TIP. It cannot be done in KC. 

Customer will choose yes or no to add tip, if yes, they will be prompted to enter amount and proceed. Upon completion of transaction customer will be prompted to remove card and you will see a "print receipt" window (if enabled.) Receipts are not required so you can choose your preference. Cancel to skip printing, or printer if you have a receipt printer setup. 

If successful, you'll see a message in Kennel Connection.

You can now click OK to close all the screens as the process is complete. 

*Notes:

If you see a "Terminal Timeout" message in the status window, it means the customer waited too long to start the transaction on the device. Click "Resubmit" to enable the device again for the customer. 

Receipts are not required and most these days decline a receipt anyway. If you for your own policy require receipts, you'll need a receipt printer. You can purchase one here: Purchase Receipt Printer. If a customer would like a receipt and you do not have a receipt printer, you have two options. 

1. On the receipt window, click "Email". If the client has an email address on file in his/her client card, it will email them a copy of the receipt. 

2. Instead of printing a receipt, open the paid invoice and click print. This will print a nice 8 1/2 x 11 copy of the invoice showing paid and including the invoice line items. Note that you can add your logo to this invoice from File, System option, Invoice tab. 

Manual entry is allowed. To enter a card # manually simply click the "Process now" button and when the device lights up, start typing the CC number using the green button to advance. 

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Part 4: Storing a credit card on file. 

With Kennel Connection you can save up to three CC's on file for each client. Please note that this CC data is NOT stored in your database. It simply creates a secure token stored on file with the processor that KC can use to access the data. 

To store a credit card, open the client card for the client you wish to store the card for. Click on the Financial tab and then on the Credit Card Info tab. 

You'll see the three spots to save data. Click "Enter Credit Card Info"

Click Generate Token and your device will be enabled. You or your customer can now insert/swipe/tap or manually enter the card info. Upon approval the device will prompt your customer to remove card and in the client card in Kennel Connection you'll see a string of characters along with expiration dates stored. Please manually enter the clients billing zip code and then click OK or SAVE. If you're going to add more, you may do so before closing out of the client card. 

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Part 5: Using a stored credit card to pay in invoice

When a client paying an invoice has a credit card on file that they would like to use, the process is simple. Just as in part 3, open the invoice and choose how you'll proceed. Quick CC or Pay. Once you're on the Credit card screen, instead of clicking Process Now, click Retrieve Stored Credit Card. 

If you have TIPS enabled, you'll need to enter the TIP now. There is no way to have a client enter tip on their own when using a stored CC. 

If the client has multiple cards on file, you'll be prompted to choose: 

Choose the card they would like to use and click OK. 

It will now process the transaction. If approved you can choose to either print or cancel printing the receipt if that option is enabled and then you'll see the approved in the status window.  (No tip was added this time so it does not show tip in the approved field like in part 3.) 

The transaction is complete. You can close all windows. 

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Part 6: Voiding a transaction. 

Inevitably at times a transaction may need to be voided for whatever reason. To void a transaction, simply click on Accounting and then on Credit Card Management. 

Click the "View" button, locate your transaction in question and click VOID. 

Click YES to the prompt. 

This next part is VERY Important. 

You will be prompted with this warning:

**Voiding a transaction VOIDS it from the processor but does NOT automatically remove the paid receipt from Kennel Connection. You must immediately go to Account, Receipts, locate the paid receipt that you just voided and delete it. This will add the balance due back to the invoice so you can take payment again. Failure to do this will cause your daily totals to be off. 

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Part 7: Processing a credit card refund/return. 

To process a return on an invoice paid by integrated CC processing, simply go to Accounting, Invoices. Locate the invoice in question. Click the "Returns" Button. 

The Return/Refund invoice will open. Any line items from that invoice that was paid will be showing. Each will have a Quantity of ZERO. Determine how much of what item you need to refund and modify the quantity (QTY) field. 

In this example, there was only one day of boarding charged. I'm refunding the entire day so I change QTY from 0 to 1 and you can see the values adjust in the lower right. (Since my charge had tax applied, it shows in refund as well.)

When it looks proper, click the "Issue Refund" button. It will open the "Refund" window. Choose your payment method. (In this case, we're applying it back to the CC.) Click either Process Now or if customer has CC on file they want to use, click "Retrieve Stored Credit Card" and then choose the card. 

In the screen shot above we chose "Process Now." The CC device will enable and you or customer must insert the card and confirm the refund amount. When confirmed, it will process and approve. 

Again, in KC you'll be prompted to print or cancel receipt if that option is enabled and the status will show "Approved". 

The refund is now complete and you can close all windows. 

*Notes

A refund can be issued back to any card the customer would like you to issue it to regardless of what card they used to make the original payment. You may of course do a cash or other payment method refund as well. 

If the customer whom you are issuing a refund to has a stored credit card on file, instead of clicking Process Now, you can choose "Retrieve Stored Credit Card' and then choose a stored card to send the refund to. 

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Part 8: Mobile deposits from Kennel Connection Live Access. (Coming Soon)

Subscription to Live Access required. 

This will allow you to enter and process deposits through Kennel Connection Live Access. (You must process with Chosen Payments)

Part 9: Mobile payments from Client Portal. (Coming Soon)

Subscription to Live Access required. 

This will allow your customers to sign into their Client Portal and pay outstanding invoices. (you must process with Chosen Payments.)

Part 10: Mobile deposits from Client Portal. (Coming Soon)

Subscription to Live Access required. 

This will allow you to add in and/or require your customers to pay deposits during the creation of online reservation bookings from their own Client Portal. 

Part 11: Closeout report. 

At the end of each day, you'll need to view your closeout report so you can compare and validate totals. Kennel Connection has this built in. Simply click Reports, Closeout. 

This will display your daily transactions by type and totals. 

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Part 12: Tips report.

If you use tips, at the end of each day you may need to distinguish what has come in as tips VS sales. To do this, simply navigate to Reports, Revenue, Tips Report.