Difference between revisions of "Processing Credit Cards in Web Terminal"

From KB
Jump to: navigation, search
Line 1: Line 1:
−
<center>'''Additional Notes'''</center>
+
==Instructions==
−
[[File:WebTerminalCredit.bmp|thumb|left|400px|Web Terminal - Credit Card]]
+
 
−
{| class="wikitable"
+
'''1.''' To process a credit card transaction, click Virtual Terminal from the menu bar at the top of the screen. Then select Web Terminal.
−
|-
+
 
−
! Required Fields
+
'''2.''' Select the appropriate transaction type, enter all transaction data, and press Process Transaction.
−
! Optional Fields
+
*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.''
−
|-
 
−
|'''Devices:''' If you have multiple devices on your account, you will need to select a device to associate with the transaction.
 
−
|'''Customer:''' If you are utilizing a customer database, you can select from your customer profiles on the right hand side. The saved credit cards will become selectable underneath. If the customer is not in the customer database, you can enter the customer name or number.  
 
−
|-
 
−
|'''Transaction type:''' Sale (default), Return, Force, or Auth Only. {learn more about transaction types}
 
−
|'''Card Present:''' Qualify for the card present rate if the credit card is physically present druing entry.
 
−
|-
 
−
|'''Card # and Expiration Date:'''
 
−
*To swipe, click the option that reads "Click Here To Swipe Card". A new "Swipe Card Now" screen will appear ready for your swipe.
 
 
*If keying card information, do not include dashes, spaces or symbols. Exp Date must be formatted MMYY.
 
*If keying card information, do not include dashes, spaces or symbols. Exp Date must be formatted MMYY.
−
|'''Address, Zip Code, CVV:''' Qualify for AVS rate by entering the street number and 5 digit zip code of the card. Qualify for CVV rate by entering the 3 digit code on the back of Visa/MasterCard or 4 digit code on the front of American Express. *''Set CVV Indicator to Enter CVV''
+
 
−
|-
+
'''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.
−
|'''Amount:''' Enter the amount of the transaction.
+
 
−
| Clerk # & Invoice #: Clerk # identifies the user (clerk) associated with the sale. Invoice # identifies the invoice associated with the sale.
+
==Transaction Types==
−
|-
+
 
−
|
+
=Field Descriptions==
−
|'''Tax & Tip:''' Enter any tax and tip amounts.
+
 
−
|-
+
==Transaction Responses==
−
|
 
−
| Purchase Card, Tax Exempt & Purchase Code: To process level 2 cards, check purchase card, select if it is tax exempt, and enter the pruchase code.
 

Revision as of 11:13, 11 August 2012

Instructions

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.
  • If keying card information, 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.

Transaction Types

Field Descriptions=

Transaction Responses

Retrieved from "https://kb.chargeanywhere.com/index.php?title=Processing_Credit_Cards_in_Web_Terminal&oldid=1702"