Difference between revisions of "Web Terminal"

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==Credit Card==
 
==Credit Card==
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[[File:WebTerminalCredit.bmp|thumb|upright|300px|Web Terminal - Credit Card]]
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[[File:VirtualTerminal.png|thumb|upright|300px|Web Terminal - Credit Card]]
  
 
'''1.''' To process a credit card transaction, click <u>Virtual Terminal</u> from the menu bar at the top of the screen. Then select <u>Web Terminal</u>.
 
'''1.''' To process a credit card transaction, click <u>Virtual Terminal</u> from the menu bar at the top of the screen. Then select <u>Web Terminal</u>.
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==ACH==
 
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[[File:WebTerminalACH.bmp|thumb|upright|300px|Web Terminal - ACH]]
 
  
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'''1.''' To process an ACH transaction, click <u>Virtual Terminal</u> from the menu bar at the top of the screen. Then select <u>Web Terminal</u> and click the <u>ACH</u> tab.
 
  
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'''2.''' Select the appropriate transaction type, enter all transaction data, and press Process Transaction.
 
  
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'''3.''' The response will display on the screen.
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==ACH==
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[[File:WebterminalACH.png|thumb|upright|300px|Web Terminal - ACH]]
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[http://kb.chargeanywhere.com/index.php/ACH_in_Web_Terminal#Field_Descriptions '''Click here for more info on processing ACH transactions''']
 
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==Prepaid / Gift Card==
 
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[[File:WebTerminalGift.bmp|thumb|upright|300px|Web Terminal - Prepaid/GiftCard]]
 
  
 
'''1.''' To process an ACH transaction, click <u>Virtual Terminal</u> from the menu bar at the top of the screen. Then select <u>Web Terminal</u> and click the <u>ACH</u> tab.
 
'''1.''' To process an ACH transaction, click <u>Virtual Terminal</u> from the menu bar at the top of the screen. Then select <u>Web Terminal</u> and click the <u>ACH</u> tab.
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'''3.''' The response will display on the screen.
 
'''3.''' The response will display on the screen.
  
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[http://kb.chargeanywhere.com/index.php/Processing_Gift_Cards_in_Web_Terminal#Field_Descriptions '''Click here for more info on processing Prepaid / Gift Cards in Web Terminal''']
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[http://kb.chargeanywhere.com/index.php/ACH_in_Web_Terminal#Field_Descriptions '''Click here for more info on processing ACH transactions''']
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==ACH==
 
  
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<span style="color:#FF0000">'''*'''</span>'''Devices''' - Displays the identification of the device that the transaction will be associated with. If you have more than one device on your gateway account, you will need to select a device.
 
  
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<span style="color:#FF0000">'''*'''</span>'''Transaction Type''' - Choose Credit, Debit or Void. Credit will initiate a return, Debit will initiate a Sale, and Void will reverse a prior debit or credit processed within the same day.
 
  
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<span style="color:#FF0000">'''*'''</span>'''Amount''' - Enter the transaction amount.
 
  
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'''Check #''' - You may enter a check # associated with the transaction.
 
  
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'''Memo''' -  You  may include any notes with the transaction.
 
  
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'''Is recurring?''' - You may prompt the ACH processor to make this transaction recurring. All following transactions will be conducted by your ACH processor.
 
  
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<span style="color:#FF0000">'''*'''</span>'''Customer Info''' - Choose a customer from your customer profile to populate the customer info.
 
  
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'''Customer Profile''' - All customers within your [[Customer Database]] will be displayed in the Customer Profile box. Select a customer to have that customer's payment information populate the Customer Info fields.
 
  
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'''Process Transaction''' - Once all payment information has been entered and verified, click Process Transaction. The transaction response will display at the top of the screen.
 
  
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<span style="color:#FF0000">'''*'''</span>''' Required fields for processing a transaction.
 
  
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==Prepaid/Gift Card==
 
  
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<span style="color:#FF0000">'''*'''</span>'''Devices''' - Displays the identification of the device that the transaction will be associated with. If you have more than one device on your gateway account, you will need to select a device.
 
  
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<span style="color:#FF0000">'''*'''</span>'''Transaction Type''' - By default the Transaction Type is set to Charge. You have the option for Charge, Refund, Activate, AddValue, Deactivate, and BalanceInquiry.
 
  
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'''Customer''' - Select a customer from the dropdown menu. The dropdown menu will populate customers from your [[Customer Database]]
 
  
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'''Card Numebr''' - Enter the full card number (no symbols or spaces)
 
  
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'''CVV Indicator''' - (Card Verification Value) 3 digit number on signature panel of Visa, MasterCard, and Discover cards. 4 digit number on the front of American Express cards.
 
  
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'''CVV''' - (Card Verification Value) 3 digit number on signature panel of Visa, MasterCard, and Discover cards. 4 digit number on the front of American Express cards.
 
  
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'''Clerk #''' - You may choose to enter a Clerk #. Clerk # can be used to identify which user processed a transaction.
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==Prepaid / Gift Card==
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[[File:WebTerminalGift_1.PNG|thumb|upright|300px|Web Terminal - Prepaid/GiftCard]]
  
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'''Invoice #''' - You may choose to enter an Invoice #.
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'''1.''' To process an ACH transaction, click <u>Virtual Terminal</u> from the menu bar at the top of the screen. Then select <u>Web Terminal</u> and click the <u>ACH</u> tab.
  
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<span style="color:#FF0000">'''*'''</span>'''Amount''' - Enter transaction amount.
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'''2.''' Select the appropriate transaction type, enter all transaction data, and press Process Transaction.
  
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'''Tax''' - You may choose to enter a tax amount.
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'''3.''' The response will display on the screen.
  
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'''Subtotal''' - This field is not editable. It will display the combined total of Amount and Tax.
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[http://kb.chargeanywhere.com/index.php/Processing_Gift_Cards_in_Web_Terminal#Field_Descriptions '''Click here for more info on processing Prepaid / Gift Cards in Web Terminal''']
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'''Grand Total''' - This field is not editable. It will display the total of Amount. Tax, and Tips.
 
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<span style="color:#FF0000">'''*'''</span>''' Required fields for processing a transaction.
 

Latest revision as of 13:29, 17 February 2017

Credit Card

Web Terminal - Credit Card

1. To process a credit card transaction, click Virtual Terminal from the menu bar at the top of the screen. Then select Web Terminal.

2. Select the appropriate transaction type, enter all transaction data, and press Process Transaction.

  • To swipe, click the option that reads "Click Here To Swipe Card". A new "Swipe Card Now" screen will appear ready for your swipe. *Optimized for Internet Explorer and Safari browsers.
  • If keying card info, do not include dashes, spaces or symbols. Exp Date must be formatted MMYY.

3. The response will display on the screen. If approved, you will be able to print or email the receipt. *Display Receipt must be selected in My Account > Preferences.

Click here for more info on processing Credit Card transactions




ACH

Web Terminal - ACH

1. To process an ACH transaction, click Virtual Terminal from the menu bar at the top of the screen. Then select Web Terminal and click the ACH tab.

2. Select the appropriate transaction type, enter all transaction data, and press Process Transaction.

3. The response will display on the screen.

Click here for more info on processing ACH transactions










Prepaid / Gift Card

Web Terminal - Prepaid/GiftCard

1. To process an ACH transaction, click Virtual Terminal from the menu bar at the top of the screen. Then select Web Terminal and click the ACH tab.

2. Select the appropriate transaction type, enter all transaction data, and press Process Transaction.

3. The response will display on the screen.

Click here for more info on processing Prepaid / Gift Cards in Web Terminal

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