Difference between revisions of "Web Terminal"

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

@@ Line 1: / Line 1: @@
 ==Credit Card==
-[[File:WebTerminalCredit.bmp|thumb|upright|300px|Web Terminal - Credit Card]]
+[[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>.
@@ Line 13: / Line 13: @@
 [http://kb.chargeanywhere.com/index.php/Processing_Credit_Cards_in_Web_Terminal#Instructions '''Click here for more info on processing Credit Card transactions''']
 ==ACH==
-[[File:WebTerminalACH.bmp|thumb|upright|300px|Web Terminal - ACH]]
+[[File:WebterminalACH.png|thumb|upright|300px|Web Terminal - ACH]]
 '''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.
@@ Line 36: / Line 39: @@
-==Prepaid / Gift Card==
-[[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.
-'''2.''' Select the appropriate transaction type, enter all transaction data, and press Process Transaction.
-'''3.''' The response will display on the screen.
-[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''']
-==ACH==
-<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.
-<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.
-<span style="color:#FF0000">'''*'''</span>'''Amount''' - Enter the transaction amount.
-'''Check #''' - You may enter a check # associated with the transaction.
-'''Memo''' -  You  may include any notes with the transaction.
-'''Is recurring?''' - You may prompt the ACH processor to make this transaction recurring. All following transactions will be conducted by your ACH processor.
+==Prepaid / Gift Card==
+[[File:WebTerminalGift_1.PNG|thumb|upright|300px|Web Terminal - Prepaid/GiftCard]]
-<span style="color:#FF0000">'''*'''</span>'''Customer Info''' - Choose a customer from your customer profile to populate the customer info.
+'''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.
-'''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.
+'''2.''' Select the appropriate transaction type, enter all transaction data, and press Process Transaction.
-'''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.
+'''3.''' The response will display on the screen.
-<span style="color:#FF0000">'''*'''</span>''' Required fields for processing a transaction.
+[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''']