Difference between revisions of "Intuit Emulation"
From KB
(Created page with "CHARGE Anywhere recommends processing sales via [http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#QuickSale QuickSale] or [http://kb.charge...") |
|||
| Line 1: | Line 1: | ||
CHARGE Anywhere recommends processing sales via [http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#QuickSale QuickSale] or [http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#Process_Payment Process Payment]. However, if you are more comfortable processing through a Receive Payment screen, continue with the process below. | CHARGE Anywhere recommends processing sales via [http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#QuickSale QuickSale] or [http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#Process_Payment Process Payment]. However, if you are more comfortable processing through a Receive Payment screen, continue with the process below. | ||
| + | |||
| + | *Ensure that '''"Automatically request to process payment upon saving Receive Payment/Sales Receipt" is selected in the ''Trans Options'' tab of the ''Setup'' menu. | ||
| + | |||
| + | 1. Create a receive payment for the customer. Fill in the details of the payment and select any invoice it may be associated with. | ||
| + | |||
| + | *Ensure that '''"Process [credit card] when saving''' is NOT selected. (This will process through Intuit instead) | ||
| + | |||
| + | 2. Save and Close the recieve payment window. You will receive a pop up from the payment application requesting to "Process Payment for the created | ||
| + | |||
| + | 3. A sale screen will appear. Verify or enter the payment information and click Send. A response dialogue will appear with the results. | ||
Revision as of 07:51, 13 September 2012
CHARGE Anywhere recommends processing sales via QuickSale or Process Payment. However, if you are more comfortable processing through a Receive Payment screen, continue with the process below.
- Ensure that "Automatically request to process payment upon saving Receive Payment/Sales Receipt" is selected in the Trans Options tab of the Setup menu.
1. Create a receive payment for the customer. Fill in the details of the payment and select any invoice it may be associated with.
- Ensure that "Process [credit card] when saving is NOT selected. (This will process through Intuit instead)
2. Save and Close the recieve payment window. You will receive a pop up from the payment application requesting to "Process Payment for the created
3. A sale screen will appear. Verify or enter the payment information and click Send. A response dialogue will appear with the results.
