credit card processing. standard credit card processing step 1 step 1 enter in a customer invoice in...
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![Page 1: Credit Card Processing. Standard Credit Card Processing Step 1 Step 1 Enter in a customer invoice in Menu 1.2. On the Totals screen select one of the](https://reader035.vdocuments.us/reader035/viewer/2022062417/5517565d550346176e8b45ea/html5/thumbnails/1.jpg)
Credit Card Processing
![Page 2: Credit Card Processing. Standard Credit Card Processing Step 1 Step 1 Enter in a customer invoice in Menu 1.2. On the Totals screen select one of the](https://reader035.vdocuments.us/reader035/viewer/2022062417/5517565d550346176e8b45ea/html5/thumbnails/2.jpg)
Standard Credit Card Processing
Step 1Step 1 Enter in a customer invoice in Menu 1.2. On the Enter in a customer invoice in Menu 1.2. On the
Totals screen select one of the credit card options Totals screen select one of the credit card options in field 21. In the example below, AMX is the in field 21. In the example below, AMX is the selected payment method.selected payment method.
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Standard Credit Card Processing
Step 2Step 2 Select option 1 or 2 to InvoiceSelect option 1 or 2 to Invoice
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Standard Credit Card Processing
Step 3Step 3 The Payment Processing window opens after the invoice The Payment Processing window opens after the invoice
selection is made. The Status bar at the bottom of the selection is made. The Status bar at the bottom of the screen will state when the customer should swipe their card.screen will state when the customer should swipe their card.
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Standard Credit Card Processing
Step 4Step 4 After the card is swiped the Status screen will After the card is swiped the Status screen will
show that the Authorizing process has started and show that the Authorizing process has started and prompt you to wait until authorization is complete.prompt you to wait until authorization is complete.
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Standard Credit Card Processing
Note:Note: If the card is declined the Status screen will If the card is declined the Status screen will show a Card Declined message and a reason for the show a Card Declined message and a reason for the decline.decline.
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Standard Credit Card Processing
Step 5Step 5 If card is approved the Status screen will prompt If card is approved the Status screen will prompt
you to ask the customer to sign the pad.you to ask the customer to sign the pad.
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Standard Credit Card Processing
Step 6Step 6 The signature will appear on the Payment The signature will appear on the Payment
Processing screen after the customer signs the Processing screen after the customer signs the pad and hits the OK option on the pad. You then pad and hits the OK option on the pad. You then have the option to ask the customer to REDO the have the option to ask the customer to REDO the signature if it’s not legible or approve the signature if it’s not legible or approve the Signature by selecting the Signature OK option.Signature by selecting the Signature OK option.
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Standard Credit Card Processing
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Standard Credit Card Processing
After selecting the Signature OK option the Payment Processing After selecting the Signature OK option the Payment Processing screen will close and will return to the Order Entry process to screen will close and will return to the Order Entry process to finalize the order. The invoice will print a time and date stamp, finalize the order. The invoice will print a time and date stamp, the authorization number and the last 4-digits of the credit card the authorization number and the last 4-digits of the credit card number.number.
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Credit Card to Cash Transaction
Step 1Step 1 Enter a customer invoice in Menu 1.2. On the Enter a customer invoice in Menu 1.2. On the
Totals screen select one of the credit card options Totals screen select one of the credit card options in field 21. In the example below, AMX is the in field 21. In the example below, AMX is the selected payment method.selected payment method.
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Credit Card to Cash Transaction
Step 2Step 2 Select option 1 or 2 to InvoiceSelect option 1 or 2 to Invoice
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Credit Card to Cash Transaction
Step 3Step 3 The Payment Processing window opens after the order is The Payment Processing window opens after the order is
invoiced. The Status bar at the bottom of the screen will invoiced. The Status bar at the bottom of the screen will state when the customer should swipe their card.state when the customer should swipe their card.
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Credit Card to Cash Transaction
Step 4Step 4 The customer decides, before they swipe their The customer decides, before they swipe their
card that they do now want to pay with a credit card that they do now want to pay with a credit card. They want to pay with cash instead.card. They want to pay with cash instead.
Select the CANCEL button to return to the Select the CANCEL button to return to the
Order Entry screen.Order Entry screen.
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Credit Card to Cash Transaction
Step 5Step 5 Select a different payment option. In this example Select a different payment option. In this example
option 1 is selected for CASH.option 1 is selected for CASH.
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Credit Card to Cash Transaction
Step 6Step 6 Select 1 or 2 to InvoiceSelect 1 or 2 to Invoice
Step 7Step 7 The payment is processed as an The payment is processed as an InvoiceInvoice. The screen will . The screen will
prompt you to ask the customer for a signature.prompt you to ask the customer for a signature.
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Credit Card to Cash Transaction
Step 8Step 8 The signature will appear on the Payment The signature will appear on the Payment
Processing screen after the customer signs the Processing screen after the customer signs the pad and selects the OK option on the pad. You pad and selects the OK option on the pad. You then have the option to ask the customer to REDO then have the option to ask the customer to REDO the signature if it’s not legible or approve the the signature if it’s not legible or approve the Signature by selecting the Signature OK option.Signature by selecting the Signature OK option.
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Credit Card to Cash Transaction
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Credit Card to Cash Transaction
After selecting the Signature OK option the Payment Processing After selecting the Signature OK option the Payment Processing screen will close and will return to the Order Entry process to screen will close and will return to the Order Entry process to finalize the order. A time and date stamp will print on the finalize the order. A time and date stamp will print on the invoice.invoice.
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Manual Transaction
Step 1Step 1 Enter in a customer invoice in Menu 1.2. On the Enter in a customer invoice in Menu 1.2. On the
Totals screen select one of the credit card options Totals screen select one of the credit card options in field 21. In the example below, AMX is the in field 21. In the example below, AMX is the selected payment method.selected payment method.
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Manual Transaction
Step 2Step 2 Select option 1 or 2 to Invoice.Select option 1 or 2 to Invoice.
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Manual Transaction
Step 3Step 3 The Payment Processing window opens after the The Payment Processing window opens after the
invoice option is selected.invoice option is selected.
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Manual Transaction
Step 4Step 4 Select the Manual Entry option. Enter the Card Select the Manual Entry option. Enter the Card
number, expiration information and the CVV2 number, expiration information and the CVV2 numbernumber
Select Authorize Card Select Authorize Card Note: Note: A Manual Entry can be processed with or A Manual Entry can be processed with or
without a signature. If the customer is not present to without a signature. If the customer is not present to sign, check the No Signature box.sign, check the No Signature box.
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Manual Transaction
Note: Note: The credit card information stored for the The credit card information stored for the customer in Order Entry Field 11 will not pre-fill in the customer in Order Entry Field 11 will not pre-fill in the card number field on the Payment Processing card number field on the Payment Processing screen. If your customer wants to use a credit card screen. If your customer wants to use a credit card that is on file within Database then you’ll need to copy that is on file within Database then you’ll need to copy the number from field 11 and paste/type in the card the number from field 11 and paste/type in the card number on the Payment Processing screen.number on the Payment Processing screen.
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Manual Transaction
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Manual Transaction
Note:Note: If the card is declined the Status screen will If the card is declined the Status screen will show a Card Declined message and a reason for the show a Card Declined message and a reason for the decline.decline.
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Manual Transaction
Step 5Step 5 If the card is not declined ask the customer to sign If the card is not declined ask the customer to sign
the pad when the Status screen says Card the pad when the Status screen says Card Approved.Approved.
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Manual Transaction
Step 6Step 6 The signature will appear on the Payment The signature will appear on the Payment
Processing screen after the customer signs the Processing screen after the customer signs the pad and hits the OK option on the pad. You then pad and hits the OK option on the pad. You then have the option to ask the customer to REDO the have the option to ask the customer to REDO the signature if it’s not legible, or approve the signature if it’s not legible, or approve the Signature by selecting the Signature OK option.Signature by selecting the Signature OK option.
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Manual Transaction
After selecting the Signature OK option the Payment After selecting the Signature OK option the Payment Processing screen will close and will return to the Processing screen will close and will return to the Order Entry process to finalize the order. The invoice Order Entry process to finalize the order. The invoice will print a time and date stamp plus the authorization will print a time and date stamp plus the authorization number.number.
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Already Authorized Transaction
The Already Authorized option is used if the The Already Authorized option is used if the Internet is down, which means authorization Internet is down, which means authorization cannot occur through the signature pads. cannot occur through the signature pads. Instead use your old terminal swipe machine Instead use your old terminal swipe machine or call your credit card processor for or call your credit card processor for authorization. authorization.
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Already Authorized Transaction
Once you have received the authorization number you’ll need Once you have received the authorization number you’ll need to:to: Enter the Credit Card numberEnter the Credit Card number Enter the Authorization CodeEnter the Authorization Code Select the Get Signature optionSelect the Get Signature option
Once the pad is signed the invoice will be processed with in Once the pad is signed the invoice will be processed with in Database as normal.Database as normal.
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Questions?