Installing Shift4
Before beginning the installation process, the Easy InnKeeping application should be available on your tablet or
computer, and your Shift4 device should be powered on.
Steps to begin Installation:
1.Start the Swipe Device
The Default Screen will appear with message ‘This Lane Closed
Install the UTG app
1.Start the UTG app
a. Go to command prompt and go to folder Cd C:\Shift4\UTG2 and type utg2.exe -n
b. Once we run the command prompt, the Shift4 payment gateway Page will open
c. Please Wait for the following Status to display on your device: Shift4 Payments
2. Install .NET Core 3.1 Hosting Bundle
a. Download from:
3.Download and extract the zip file Shift4Proxy
https://apps.gracesoft.com/PMSUI/Shift4/Shift4Proxy.zip
The appsettings.json file has configuration: UTGUrl which can be configured if needed.
4.Run the Shift4 Proxy
a.From the extracted folder run Shift4Proxy.exe and keep the window minimized.
Processing Shift4 payments in Easy InnKeeping
1.Login to Easy InnKeeping application.
Login from https://apps.gracesoft.com/pmsui with your credentials
2.Create a new reservation and go to billing page Choose account code, then Click “Process” button.
When card reader displays message “Amount ok?***.** ask customer to select “Yes”
After customer select “Yes” ask customer to swipe the payment card.
After customer swipe the payment card, the message appears “Please select payment type, “ Debit/Credit.
Ask customer to select payment type “DEBIT/CREDIT”
After customer selects the payment type, the message appears “Authorizing..Please Wait” on terminal’s screen
After authorizing the payment card, message “Approved” appears on terminal’s screen.
In Easy InnKeeping screen, “Transaction successful” message will appear on the billing page.
After processing, the payment transaction line item will appear on the billing page.
Authorize and Capture the amount in Easy InnKeeping:
1.Create a new reservation and go to billing page Choose account code, then Click “Authorize” button.
2.Follow the prompts on the Shift4 screen
- Approve amount (Yes)
- Swipe card
- Select Debit or Credit
3.After customer selects the payment type, the message “Authorizing..Please Wait” displays on terminal’s
screen
4.After authorizing the payment card, message “Approved” appears on terminal’s screen.
5.In Easy InnKeeping, “Transaction successful” message will appear on the billing page.
6.Once the transaction is successful, the authorization line item will appear on the billing page
7.To capture the authorized amount:
8.Click “Capture” button to capture the authorized amount
9.After clicking the “Capture” button, the authorized amount will populate the Payment Amount field. You
have the option to change the amount, and then click “Process” button.
10.Once the amount has been processed, the “Transaction successful” alert will appear at the bottom of the
billing page.
To VOID a transaction
1.From the Billing screen, find the original Payment item and Transaction ID. Click “Void” button located to
the right of the transaction ID.
After clicking the “Void” button, “Are you sure to void the transaction?” alert will appear
After clicking the “yes” the “Transaction voided successfully” message will appear at the bottom of the page.
To Refund a payment
1.Click the “Refund” button on the payment line item and enter the Refund amount and then click
“Refund” button under the “payments and Refunds” tab
2.The Shift4 terminal will prompt the customer to approve the Refund amount by selecting Yes.
3.In the billing screen, a ‘Successful transaction’ message will appear, and the refund will be added to the
bill.
Topology: Shift 4 integration for Easy InnKeeping
GraceSoft’s Easy InnKeeping is on GraceSoft’s Cloud network with a local application (Angular) running on the
browser. The application is accessed at https://apps.gracesoft.com/pmsui
Shift4’s device communicates with the UTG App which provides all the services for payments, refunds and other
transactions.
For integration, UTG provides a HTTPS service running on port 277. The URL will be similar to https://127.0.0.1:277 or https://:277
We have a small custom application named Shift4Proxy which will be installed and running on the same system
where the user logs in and operates the Easy InnKeeping application to manage reservations and payments. The
proxy provides a web service on http://localhost:5000 to receive all transaction requests from Easy InnKeeping
(browser) and forwards all requests to the UTG URL.
ARCHITECTURE
