Difference between revisions of "CHARGE Anywhere Designed for Use with QuickBooks"
(→Process Payment) |
(→Process Payment) |
||
| Line 25: | Line 25: | ||
Process Payment offers all the transaction types that may be processed by the payment application (sales, voids and returns). You may process both Credit Card and ACH transactions through Process Payment. | Process Payment offers all the transaction types that may be processed by the payment application (sales, voids and returns). You may process both Credit Card and ACH transactions through Process Payment. | ||
| + | |||
| + | Click a transaction type for step by step instructions. | ||
<div align="center"> | <div align="center"> | ||
Revision as of 08:55, 24 August 2012
Contents
Overview
Getting Started
Processing Transactions
CHARGE Anywhere for QuickBooks Menu Options
QuickSale
There are three ways a QuickSale can be initiated.
QuickSale from Invoice/Sales Receipt can pull information from an open invoice or sales receipt that is currently on the screen. It will automatically pull the customer name, balance due, and any credit card information previously saved in the payment application database. Upon approval, a payment will be created and applied to the current invoice or the sales receipt will reflect the approval code.
QuickSale without Invoice/Sales Reciept will allow you to search for a customer that you would like to run a sale for. Upon approval, a payment will be applied to the selected customer (but will not be automatically applied to any invoice) or a sales receipt will be created for that customer with the Sales Reciept Item selected in the Setup Menu.
QuickSale from Swipe (not recommended) will allow you to initate a sale by swiping a card through a compatible card reader. A customer will be created in QuickBooks with the same name as the track data on the credit card and once the sale is approved, a payment or sales reciept will be created and applied to the new customer.
Process Payment
Process Payment offers all the transaction types that may be processed by the payment application (sales, voids and returns). You may process both Credit Card and ACH transactions through Process Payment.
Click a transaction type for step by step instructions.
| Sale | Void | Return |
|---|---|---|
| Single Invoice | Single Payment | Single Payment |
| Multiple Invoices | Multiple Payments | Multiple Payments |
| Single Sales Receipt | Single Sales Receipt | Single Sales Receipt |
| Multiple Sales Receipts | Multiple Sales Receipts | |
| From Current Window | From Current Window | From Current Window |
| Sale | Void |
|---|---|
| Single Invoice | Single Payment |
| Multiple Invoices | Multiple Payments |
| Single Sales Receipt | Single Sales Receipt |
| Multiple Sales Receipts | Multiple Sales Receipts |
| From Current Window | From Current Window |
*ACH returns can only be initiated via credit memos. Learn more.
