Credit Card Processing

Credit Card Processing

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.


Step 2Step 2 Select option 1 or 2 to InvoiceSelect option 1 or 2 to Invoice


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.


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.


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.


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.


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.



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.

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



Step 2Step 2 Select option 1 or 2 to InvoiceSelect option 1 or 2 to Invoice


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.


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.


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.


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.



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.



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.

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


Manual Transaction

Step 2Step 2 Select option 1 or 2 to Invoice.Select option 1 or 2 to Invoice.

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.

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.

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.

Manual Transaction

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.

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.

Manual Transaction


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.

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.

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.

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.

Questions?

Documents

Credit Card Processing