Difference between revisions of "Android Credit"

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=='''Sale'''==  
 
=='''Sale'''==  
  
−
[[File:Androidcreditsale2.PNG|thumb|upright|140px|'''Credit Sale''' ''(optional prompts disabled)'']]
+
[[File:Androidcreditsale2.PNG|thumb|upright|150px|'''Manual 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.  
+
# To initiate a transaction tap on QuickSale.
−
# Click Submit. The transaction will process within 3-5 seconds and display/print the transaction response.
+
# Select the tender (Credit, Debit, EBT Foodstamp.
 +
# Enter the amount and additional prompts if configured.
 +
# Click Submit.
 +
# Insert the card in the EMV reader or tap card for a contactless transaction (card must be NFC enabled)
 +
# Confirmation screen will pop-up, tap on yes to continue with transaction.
 +
# The transaction will process within 3-5 seconds and display/print the transaction response.
  
 
=='''Auth Only'''==
 
=='''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.  
 
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.  
+
# To initiate an authorization tap on Transactions.
−
# Click Submit. The transaction will process within 3-5 seconds and display/print the transaction response.
+
# Tap on Auth Only.
 +
# Enter the amount and additional prompts if configured.
 +
# Click Submit.
 +
# Insert the card in the EMV reader or tap card for a contactless transaction (card must be NFC enabled)
 +
# Confirmation screen will pop-up, tap on yes to continue with transaction.
 +
# 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)
 
# If approved, the approval code will be needed to perform a manual Force. (See instructions for ''Force'' below)
  
 +
=='''Force (Capture)'''==
  
−
=='''Force (Capture)'''==
+
[[File:Androidforce.PNG|thumb|right|150px|'''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.
  
−
[[File:Androidforce.PNG|thumb|right|140px|'''Force''' ''(optional prompts disabled)'']]
+
''Tip: If the previous Auth Only was run from the QuickSale app, it can be easily forced via Logs > Auth Only Transactions or Logs >  Untipped Transactions (if Restaurant industry type is set on the account) ''
−
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.
+
# Tap on Transactions
−
# Click Submit. The transaction will process within 3-5 seconds and display/print the transaction response.
+
# Tap on Force
 +
# Enter the approval code and amount
 +
# Tap on Submit
 +
# If you have the card insert the card in EMV reader
 +
# If you do not have the card present, tap on Manual located on the right bottom corner
 +
# Enter information on the screen (Card number, expiration date and amount are values required) then tap on Submit
 +
# Confirmation screen will pop-up tap on Yes
 +
# The transaction will process within 3-5 seconds and display/print the transaction response
  
 
=='''Return'''==
 
=='''Return'''==
 
A return will initiate a credit to a customer's credit card.  
 
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.  
+
# To initiate an Return tap on Transactions.
−
# Click Submit. The transaction will process within 3-5 seconds and display/print the transaction response
+
# Tap on Return.
 +
# Enter the amount and additional prompts (if configured).
 +
# Click Submit.
 +
# Insert the card in the EMV reader or tap card for a contactless transaction (card must be NFC enabled)
 +
# Confirmation screen will pop-up, tap on yes to continue with transaction.
 +
# The transaction will process within 3-5 seconds and display/print the transaction response.
 +
 
  
−
=='''Void'''==
+
=='''Manual Return'''==
−
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). Tip: A transaction can also be voided via Logs > Current Day Logs.
+
# To process a manual refund from the main screen of QuickSale tap on '''Logs'''
 +
# Tap on Archives
 +
# Navigate through the archives and locate the transaction to be returned
 +
# Once the transaction has been located tap on it and the transaction details will display
 +
# Tap on actions (3 dots) located on upper right corner of the screen
 +
# Tap on Return transaction
 +
# Tap on Return if refunding the whole amount or enter amount to refund and tap on Return if doing a partial refund.

Latest revision as of 08:02, 11 October 2021

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

Manual Credit Sale (optional prompts disabled)
  1. To initiate a transaction tap on QuickSale.
  2. Select the tender (Credit, Debit, EBT Foodstamp.
  3. Enter the amount and additional prompts if configured.
  4. Click Submit.
  5. Insert the card in the EMV reader or tap card for a contactless transaction (card must be NFC enabled)
  6. Confirmation screen will pop-up, tap on yes to continue with transaction.
  7. 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.

  1. To initiate an authorization tap on Transactions.
  2. Tap on Auth Only.
  3. Enter the amount and additional prompts if configured.
  4. Click Submit.
  5. Insert the card in the EMV reader or tap card for a contactless transaction (card must be NFC enabled)
  6. Confirmation screen will pop-up, tap on yes to continue with transaction.
  7. The transaction will process within 3-5 seconds and display/print the transaction response.
  8. 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 QuickSale app, it can be easily forced via Logs > Auth Only Transactions or Logs > Untipped Transactions (if Restaurant industry type is set on the account)

  1. Tap on Transactions
  2. Tap on Force
  3. Enter the approval code and amount
  4. Tap on Submit
  5. If you have the card insert the card in EMV reader
  6. If you do not have the card present, tap on Manual located on the right bottom corner
  7. Enter information on the screen (Card number, expiration date and amount are values required) then tap on Submit
  8. Confirmation screen will pop-up tap on Yes
  9. 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.

  1. To initiate an Return tap on Transactions.
  2. Tap on Return.
  3. Enter the amount and additional prompts (if configured).
  4. Click Submit.
  5. Insert the card in the EMV reader or tap card for a contactless transaction (card must be NFC enabled)
  6. Confirmation screen will pop-up, tap on yes to continue with transaction.
  7. The transaction will process within 3-5 seconds and display/print the transaction response.


Manual Return

  1. To process a manual refund from the main screen of QuickSale tap on Logs
  2. Tap on Archives
  3. Navigate through the archives and locate the transaction to be returned
  4. Once the transaction has been located tap on it and the transaction details will display
  5. Tap on actions (3 dots) located on upper right corner of the screen
  6. Tap on Return transaction
  7. Tap on Return if refunding the whole amount or enter amount to refund and tap on Return if doing a partial refund.
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