Credit Card Processing

1. Credit Card Processing

2. Standard Credit Card Processing • Step 1 • Enter in a customer invoice in Menu 1.2. On the Totals screen select one of the credit card options in field 21. In the example below, AMX is the selected payment method.

3. Standard Credit Card Processing • Step 2 • Select option 1 or 2 to Invoice

4. Standard Credit Card Processing • Step 3 • The Payment Processing window opens after the invoice selection is made. The Status bar at the bottom of the screen will state when the customer should swipe their card.

5. Standard Credit Card Processing • Step 4 • After the card is swiped the Status screen will show that the Authorizing process has started and prompt you to wait until authorization is complete.

6. Standard Credit Card Processing • Note: If the card is declined the Status screen will show a Card Declined message and a reason for the decline.

7. Standard Credit Card Processing • Step 5 • If card is approved the Status screen will prompt you to ask the customer to sign the pad.

8. Standard Credit Card Processing • Step 6 • The signature will appear on the Payment Processing screen after the customer signs the pad and hits the OK option on the pad. You then have the option to ask the customer to REDO the signature if it’s not legible or approve the Signature by selecting the Signature OK option.

9. Standard Credit Card Processing

10. Standard Credit Card Processing After selecting the Signature OK option the Payment Processing screen will close and will return to the Order Entry process to finalize the order. The invoice will print a time and date stamp, the authorization number and the last 4-digits of the credit card number.

11. Credit Card to Cash Transaction • Step 1 • Enter a customer invoice in Menu 1.2. On the Totals screen select one of the credit card options in field 21. In the example below, AMX is the selected payment method.

12. Credit Card to Cash Transaction • Step 2 • Select option 1 or 2 to Invoice

13. Credit Card to Cash Transaction • Step 3 • The Payment Processing window opens after the order is invoiced. The Status bar at the bottom of the screen will state when the customer should swipe their card.

14. Credit Card to Cash Transaction • Step 4 • The customer decides, before they swipe their card that they do now want to pay with a credit card. They want to pay with cash instead. • Select the CANCEL button to return to the Order Entry screen.

15. Credit Card to Cash Transaction • Step 5 • Select a different payment option. In this example option 1 is selected for CASH.

16. Credit Card to Cash Transaction • Step 6 • Select 1 or 2 to Invoice • Step 7 • The payment is processed as an Invoice. The screen will prompt you to ask the customer for a signature.

17. Credit Card to Cash Transaction • Step 8 • The signature will appear on the Payment Processing screen after the customer signs the pad and selects the OK option on the pad. You then have the option to ask the customer to REDO the signature if it’s not legible or approve the Signature by selecting the Signature OK option.

18. Credit Card to Cash Transaction

19. Credit Card to Cash Transaction • After selecting the Signature OK option the Payment Processing screen will close and will return to the Order Entry process to finalize the order. A time and date stamp will print on the invoice.

20. Manual Transaction • Step 1 • Enter in a customer invoice in Menu 1.2. On the Totals screen select one of the credit card options in field 21. In the example below, AMX is the selected payment method.

21. Manual Transaction • Step 2 • Select option 1 or 2 to Invoice.

22. Manual Transaction • Step 3 • The Payment Processing window opens after the invoice option is selected.

23. Manual Transaction • Step 4 • Select the Manual Entry option. Enter the Card number, expiration information and the CVV2 number • Select Authorize Card • Note: A Manual Entry can be processed with or without a signature. If the customer is not present to sign, check the No Signature box.

24. Manual Transaction • Note: The credit card information stored for the customer in Order Entry Field 11 will not pre-fill in the card number field on the Payment Processing screen. If your customer wants to use a credit card that is on file within Database then you’ll need to copy the number from field 11 and paste/type in the card number on the Payment Processing screen.

25. Manual Transaction

26. Manual Transaction • Note: If the card is declined the Status screen will show a Card Declined message and a reason for the decline.

27. Manual Transaction • Step 5 • If the card is not declined ask the customer to sign the pad when the Status screen says Card Approved.

28. Manual Transaction • Step 6 • The signature will appear on the Payment Processing screen after the customer signs the pad and hits the OK option on the pad. You then have the option to ask the customer to REDO the signature if it’s not legible, or approve the Signature by selecting the Signature OK option.

29. Manual Transaction After selecting the Signature OK option the Payment Processing screen will close and will return to the Order Entry process to finalize the order. The invoice will print a time and date stamp plus the authorization number.

30. Already Authorized Transaction • The Already Authorized option is used if the Internet is down, which means authorization cannot occur through the signature pads. Instead use your old terminal swipe machine or call your credit card processor for authorization.

31. Already Authorized Transaction • Once you have received the authorization number you’ll need to: • Enter the Credit Card number • Enter the Authorization Code • Select the Get Signature option • Once the pad is signed the invoice will be processed with in Database as normal.

32. Questions?