Difference between revisions of "QuickSale (Swipe/Chip)"
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'''Select Customer:''' This option will allow you to recall credit card information for a saved customer. When you select a customer, the encrypted card information will populate the appropriate fields in the QuickSale screen. | '''Select Customer:''' This option will allow you to recall credit card information for a saved customer. When you select a customer, the encrypted card information will populate the appropriate fields in the QuickSale screen. | ||
| − | '''Name on Card:''' Upon swipe, the name on card will be populated with name associated the card. | + | '''Name on Card:''' Upon swipe/insert, the name on card will be populated with name associated the card. |
| − | '''Credit Card Number:''' Upon swipe, the credit card number field will be populated with the credit card number swiped. | + | '''Credit Card Number:''' Upon swipe/insert, the credit card number field will be populated with the credit card number swiped/inserted. |
| − | '''Exp Date:''' Upon swipe, the expiration date field will be populated with the expiration date of the card. | + | '''Exp Date:''' Upon swipe/insert, the expiration date field will be populated with the expiration date of the card. |
'''AVS Street #:''' Billing address of the credit card. (Numerical values are the qualifier) | '''AVS Street #:''' Billing address of the credit card. (Numerical values are the qualifier) | ||
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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. | '''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. | ||
| − | '''Card Present:''' Upon swipe, this field is checked automatically. | + | '''Card Present:''' Upon swipe/insert, this field is checked automatically. |
'''Level 2 Card:''' Check this field only if customer states they are using a Level 2 card. A Level 2 card is government or business issued credit card. The customer will need to provide a ''purchase code''. | '''Level 2 Card:''' Check this field only if customer states they are using a Level 2 card. A Level 2 card is government or business issued credit card. The customer will need to provide a ''purchase code''. | ||
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'''Tax Rate:''' This field will be prepopulated with the Tax Rate entered in the Setup menu. CHARGE Anwyhere for Windows will calculate the tax after the '''Transaction Amount''' is entered. | '''Tax Rate:''' This field will be prepopulated with the Tax Rate entered in the Setup menu. CHARGE Anwyhere for Windows will calculate the tax after the '''Transaction Amount''' is entered. | ||
| − | '''Card Type:''' Upon swipe, the Card Type will be populated with the type of card swiped. | + | '''Card Type:''' Upon swipe/insert, the Card Type will be populated with the type of card swiped/inserted. |
'''Transaction Amount:''' Enter the amount of the sale. | '''Transaction Amount:''' Enter the amount of the sale. | ||
| − | '''Transaction Type:''' Upon swipe, the transaction type will be automatically set to sale. If you are not processing a sale, select the appropriate transaction type from the dropdown menu. | + | '''Transaction Type:''' Upon swipe/insert, the transaction type will be automatically set to sale. If you are not processing a sale, select the appropriate transaction type from the dropdown menu. |
'''Tax Amount:''' This field is not editable. QuickSale for Windows will calculate the tax amount based on the ''tax rate'' and ''transaction amount''. | '''Tax Amount:''' This field is not editable. QuickSale for Windows will calculate the tax amount based on the ''tax rate'' and ''transaction amount''. | ||
Latest revision as of 13:52, 13 February 2017
A QuickSale can be used to process all credit card transaction types, i.e., sales, voids, returns, auth only, and force(capture).
- By default, the transaction type of a QuickSale is a sale. You can change the transaction type using a dropdown menu to process a void, return, auth only, or force.
If you have a compatible cardreader connected and configured with CHARGE Anywhere, you can swipe or insert a card to initiate a QuickSale (See Peripheral Help). Swiped or Chip transactions are generally more secure and may qualify you for a better transaction fee rate with your processor. Upon successful swipe or insert, a QuickSale will automatically appear with the necessary card information. You will need to enter an amount and press Send. The transaction will process within 3-5 seconds and display or print the transaction response.
Select Customer: This option will allow you to recall credit card information for a saved customer. When you select a customer, the encrypted card information will populate the appropriate fields in the QuickSale screen.
Name on Card: Upon swipe/insert, the name on card will be populated with name associated the card.
Credit Card Number: Upon swipe/insert, the credit card number field will be populated with the credit card number swiped/inserted.
Exp Date: Upon swipe/insert, the expiration date field will be populated with the expiration date of the card.
AVS Street #: Billing address of the credit card. (Numerical values are the qualifier)
AVS Zip: Billing zip code of the credit card.
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.
Card Present: Upon swipe/insert, this field is checked automatically.
Level 2 Card: Check this field only if customer states they are using a Level 2 card. A Level 2 card is government or business issued credit card. The customer will need to provide a purchase code.
Tax Exempt: This field is only available if Level 2 card is enabled. Check this field only if customer states that their Level 2 card is tax exempt.
Invoice #: Reference an invoice number.
Clerk #: This field will be prepopulated with the Clerk # assigned to a username.
Tax Rate: This field will be prepopulated with the Tax Rate entered in the Setup menu. CHARGE Anwyhere for Windows will calculate the tax after the Transaction Amount is entered.
Card Type: Upon swipe/insert, the Card Type will be populated with the type of card swiped/inserted.
Transaction Amount: Enter the amount of the sale.
Transaction Type: Upon swipe/insert, the transaction type will be automatically set to sale. If you are not processing a sale, select the appropriate transaction type from the dropdown menu.
Tax Amount: This field is not editable. QuickSale for Windows will calculate the tax amount based on the tax rate and transaction amount.
Purchase Code: This field is only available if Level 2 card is enabled. The customer will need to provide you with their purchase code.
Cash Back Amount: This field will only be enabled if you are using a compatible pinpad that supports the cash back feature.
