Difference between revisions of "CHARGE Anywhere Designed for Use with QuickBooks"
(→Print Receipt) |
(→CHARGE Anywhere Menu Options) |
||
| Line 83: | Line 83: | ||
===Print Receipt=== | ===Print Receipt=== | ||
| + | [[File:QuickSaleQB.png|thumb|right|400x240px|QuickSale]] | ||
| + | Print Receipts gives you the option to print or email prior credit card receipts. | ||
| + | |||
| + | '''1.''' Go to Company > CHARGE Anywhere > Print Receipt. You can search for receipts using the customer filter and/or date range filter. | ||
| + | * Select a date range to view all credit card receipts within a timeframe. | ||
| + | * To search by customer, check the option for Show all Credit Card Receipts associated with the following customers. Click customer filter and search for existing customers. | ||
| + | |||
| + | '''2.''' Click Retrieve Credit Card Receipts. | ||
| + | |||
| + | '''3.''' Select the receipt(s) you wish to print or email. Emails will be sent to the email address listed in the QuickBooks customer profile. | ||
===Import Transactions=== | ===Import Transactions=== | ||
Revision as of 11:55, 24 August 2012
Overview
Getting Started
Processing Transactions
CHARGE Anywhere Menu Options
QuickSale
There are three ways a QuickSale can be initiated.
QuickSale from Invoice/Sales Receipt - Pulls transaction data from an invoice or sales receipt that is open on the screen. Upon approval, a payment will be applied to the current invoice or the sales receipt will updated with the approval code.
QuickSale without Invoice/Sales Reciept - Search for a customer to run a sale. Upon approval, a payment or sales receipt will be created for the selected customer.
QuickSale from Swipe (not recommended) - Initate a sale by swiping a card through a compatible card reader. A customer will be created in QuickBooks with the same name as the track data on the credit card. Upon approval, a payment or sales reciept will be created and applied to the new customer.
Process Payment
Process Payment offers all the transaction types that may be processed by the payment application (sales, voids and returns). You may process both Credit Card and ACH transactions through Process Payment.
Print Receipt
Print Receipts gives you the option to print or email prior credit card receipts.
1. Go to Company > CHARGE Anywhere > Print Receipt. You can search for receipts using the customer filter and/or date range filter.
- Select a date range to view all credit card receipts within a timeframe.
- To search by customer, check the option for Show all Credit Card Receipts associated with the following customers. Click customer filter and search for existing customers.
2. Click Retrieve Credit Card Receipts.
3. Select the receipt(s) you wish to print or email. Emails will be sent to the email address listed in the QuickBooks customer profile.
