Difference between revisions of "Processing Credit Cards in Web Terminal"
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==Transaction Types== | ==Transaction Types== | ||
| + | '''Processing a Sale:''' The default transaction type in Web Terminal is sale. All approved sales are automatically batched by CHARGE Anywhere at the end of the business day and sent to your processor for funding. | ||
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| + | '''Processing a Return:''' A return will initiate a credit to a customer's credit card. You can perform a "Return by Transaction" if you have processed a sale on that credit card prior. If not, you can perform a "Manual Return" by setting the transaction type to Return, entering the appropriate transaction information, and pressing Process Transaction. | ||
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| + | *To perform a Return by Transaction: Locate the transaction using the Search Transactions option along the menu bar at the top of the screen. Click the Transaction ID to bring up the transaction details and click Return. | ||
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| + | '''Processing an Auth Only:''' An auth only transaction is a presale authorization to verify funds are available. The auth only will 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. | ||
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| + | *To perform an auth only transaction, set the Transaction Type to Auth Only and swipe or key the card details and amount of the authorization. Press Send. | ||
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| + | '''Processing a Force(Capture):''' You can only force a previous Auth Only transaction. A force will claim the pending authorization so that it may be batched for funding. | ||
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| + | *To perform a force, [http://kb.chargeanywhere.com/index.php/File:CAFWmenu.png double click the CHARGE Anywhere icon in the notification section of your taskbar]. Set the Transaction Type to Force and then select the Transaction ID you would like to capture. Press Send. | ||
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| + | '''*Also relevant''' - '''[[Transaction Responses]]''' | ||
==Field Descriptions== | ==Field Descriptions== | ||
==Transaction Responses== | ==Transaction Responses== | ||
Revision as of 11:24, 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 browsers.
- 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
Processing a Sale: The default transaction type in Web Terminal is sale. All approved sales are automatically batched by CHARGE Anywhere at the end of the business day and sent to your processor for funding.
Processing a Return: A return will initiate a credit to a customer's credit card. You can perform a "Return by Transaction" if you have processed a sale on that credit card prior. If not, you can perform a "Manual Return" by setting the transaction type to Return, entering the appropriate transaction information, and pressing Process Transaction.
- To perform a Return by Transaction: Locate the transaction using the Search Transactions option along the menu bar at the top of the screen. Click the Transaction ID to bring up the transaction details and click Return.
Processing an Auth Only: An auth only transaction is a presale authorization to verify funds are available. The auth only will 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.
- To perform an auth only transaction, set the Transaction Type to Auth Only and swipe or key the card details and amount of the authorization. Press Send.
Processing a Force(Capture): You can only force a previous Auth Only transaction. A force will claim the pending authorization so that it may be batched for funding.
- To perform a force, double click the CHARGE Anywhere icon in the notification section of your taskbar. Set the Transaction Type to Force and then select the Transaction ID you would like to capture. Press Send.
*Also relevant - Transaction Responses
