Difference between revisions of "IOS Credit"

Latest revision as of 11:41, 9 August 2017

You can process both swiped and keyed transactions within the mobile payment app. (To swipe transactions, a card reader must be configured. See Peripheral Help) Transactions are automatically batched by CHARGE Anywhere every day and sent to your processor for funding.

Sale

Credit Sale (optional prompts disabled)

Tip: A QuickSale can be initiated by swiping a credit card on the home screen of the app

Swipe or key card info and enter amount of transaction.
Click Actions and Submit.
The transaction will process within 3-5 seconds and display/print the transaction response.

Auth Only

An auth only transaction will only issue a hold on the customer's card until it is forced (captured). Only when it is forced, will you be funded for the transaction.

Swipe or key card info and enter amount of transaction.
Click Actions and Submit.
The transaction will process within 3-5 seconds and display/print the transaction response.
If approved, the approval code will be needed to perform a manual Force. (See instructions for Force below)

Force (Capture)

Force (optional prompts disabled)

A force will claim a pending authorization from a previously processed Auth Only or Voice Authorized transaction. You will need the approval code issued during that transaction in order to manually force. Tip: If the previous Auth Only was run from the mobile app, it can be easily forced via Logs > Auth Only Transactions.

Swipe or key card info and enter approval code and amount of transaction.
Click Actions and Submit.
The transaction will process within 3-5 seconds and display/print the transaction response.

Return

A return will initiate a credit to a customer's credit card.

Swipe or key card info and enter approval code and amount of transaction.
Click Actions and Submit.
The transaction will process within 3-5 seconds and display/print the transaction response

@@ Line 1: / Line 1: @@
 __NOTOC__
-You can process both swiped and keyed transactions within the mobile payment app. (To swipe transactions, a card reader must be configured. See [[Peripheral Help]]. Transactions are automatically batched by CHARGE Anywhere every day and sent to your processor for funding.
+You can process both swiped and keyed transactions within the mobile payment app. (To swipe transactions, a card reader must be configured. See [[Peripheral Help]]) Transactions are automatically batched by CHARGE Anywhere every day and sent to your processor for funding.
+=='''Sale'''==
-==Sale==
+[[File:IOScreditsale1.PNG|thumb|upright|200px|'''Credit Sale''' ''(optional prompts disabled)'']]
+Tip: A QuickSale can be initiated by swiping a credit card on the home screen of the app
+# Swipe or key card info and enter amount of transaction.
+# Click Actions and Submit.
+# The transaction will process within 3-5 seconds and display/print the transaction response.
-[[File:IOScreditsale.PNG|thumb|upright|200px|Credit Sale]]
+=='''Auth Only'''==
-Tip: A QuickSale can be initiated by swiping a credit card on the home screen of the app
+An auth only transaction will only issue a hold on the customer's card until it is forced (captured). Only when it is forced, will you be funded for the transaction.
 # Swipe or key card info and enter amount of transaction.
 # Click Actions and Submit.
 # The transaction will process within 3-5 seconds and display/print the transaction response.
+# If approved, the approval code will be needed to perform a manual Force. (See instructions for ''Force'' below)
-''*Required: Card#, Exp Date, & Amount''
-==Auth Only==
-An auth only transaction will only issue a hold on the customer's card until it is forced (captured). Only when it is forced, will you be funded for the transaction. You can swipe a card to have the card information populate in the Auth Only screen or manually key the card information. The transaction will process within 3-5 seconds and display or print the transaction response. If approved, the approval code will be needed to perform a manual Force (capture). "Auth Only" transactions are stored within the ''Logs'' of the app for an easy Force. (See instructions for ''Force'' below)
-==Force (Capture)==
+=='''Force (Capture)'''==
-A force will claim a pending authorization from a previously processed ''Auth Only'' or Voice Authorized transaction. You will need the approval code issued during that transaction in order to manually force. Swipe a card to have the card information populate in the Force screen or manually key the card information and input the associated approval code. The transaction will process within 3-5 seconds and display or print the transaction response. ''(Tip: If the previous Auth Only was run from the mobile app, it can be easily forced via Logs > Auth Only Transactions.)''
-==Return==
+[[File:IOSforce.PNG|thumb|right|200px|'''Force''' ''(optional prompts disabled)'']]
-A return will initiate a credit to a customer's credit card. You can swipe a card to have the card information populate in the Sale screen or manually key the card information. Enter the transaction amount and press Submit. The transaction will process within 3-5 seconds and display or print the transaction response.
+A force will claim a pending authorization from a previously processed ''Auth Only'' or Voice Authorized transaction. You will need the approval code issued during that transaction in order to manually force. Tip: If the previous Auth Only was run from the mobile app, it can be easily forced via Logs > Auth Only Transactions.
-==Void==
+# Swipe or key card info and enter approval code and amount of transaction.
-Enter the Transaction ID you wish to void. A transaction can only be voided if the batch has not been closed yet (generally the same day of the transaction). Voiding a transaction will remove the transaction from the batch. Depending on the processor and the bank, a hold may remain on the customer's card for a few business days before the hold is released. ''(Tip: A transaction can also be voided via Logs > Current Day Logs.)''
+# Click Actions and Submit.
+# The transaction will process within 3-5 seconds and display/print the transaction response.
+=='''Return'''==
+A return will initiate a credit to a customer's credit card.
+# Swipe or key card info and enter approval code and amount of transaction.
+# Click Actions and Submit.
+# The transaction will process within 3-5 seconds and display/print the transaction response