Difference between revisions of "Intuit Emulation"
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*Ensure that '''"Automatically request to process payment upon saving Receive Payment/Sales Receipt"''' is selected in the ''Trans Options'' tab of the ''Setup'' menu. | *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. | + | '''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. |
| + | |||
| + | '''4.''' A response dialogue will appear with the transaction results. | ||
| + | |||
| + | <gallery widths=200px heights=150px> | ||
| + | File:ReceivePayment.png| <center>'''1.'''</center> | ||
| + | File:ReceivePaymentRequest.png| <center>'''2.'''</center> | ||
| + | File:ReceivePaymentSale.png| <center>'''3.'''</center> | ||
| + | File:ReceivePaymentResponse.png| <center>'''4.'''</center> | ||
| + | </gallery> | ||
Latest revision as of 09:18, 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.
4. A response dialogue will appear with the transaction results.
1. 
2. 
3. 
4.
