Difference between revisions of "Intuit Emulation"

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1. Create a receive payment for the customer. Fill in the details of the payment and select any invoice it may be associated with.
 
1. Create a receive payment for the customer. Fill in the details of the payment and select any invoice it may be associated with.
  
*Ensure that '''"Process [credit card] when saving''' is NOT selected. (This will process through Intuit instead)
+
*Ensure that the checkbox for '''"Process [credit card] when saving"''' is NOT selected. (This will process through Intuit instead)
  
 
2. Save and Close the recieve payment window. You will receive a pop up from the payment application requesting to "Process Payment for the created  
 
2. Save and Close the recieve payment window. You will receive a pop up from the payment application requesting to "Process Payment for the created  
  
 
3. A sale screen will appear. Verify or enter the payment information and click Send. A response dialogue will appear with the results.
 
3. A sale screen will appear. Verify or enter the payment information and click Send. A response dialogue will appear with the results.

Revision as of 07:52, 13 September 2012

CHARGE Anywhere recommends processing sales via QuickSale or Process Payment. However, if you are more comfortable processing through a Receive Payment screen, continue with the process below:

  • Ensure that "Automatically request to process payment upon saving Receive Payment/Sales Receipt" is selected in the Trans Options tab of the Setup menu.

1. Create a receive payment for the customer. Fill in the details of the payment and select any invoice it may be associated with.

  • Ensure that the checkbox for "Process [credit card] when saving" is NOT selected. (This will process through Intuit instead)

2. Save and Close the recieve payment window. You will receive a pop up from the payment application requesting to "Process Payment for the created

3. A sale screen will appear. Verify or enter the payment information and click Send. A response dialogue will appear with the results.