Processing Credit Cards in Web Terminal

Instructions

To process a credit card transaction, click Virtual Terminal from the menu bar at the top of the screen. Then select Web Terminal.

1. 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 info, do not include dashes, spaces or symbols. Exp Date must be formatted MMYY.

2. 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 Void: A transaction can only be voided if the batch has not been closed yet (generally the same day of the transaction). Voiding a transaction will remove the transaction from the batch. Depending on the processor and the bank, a hold may remain on the customer's card for a few business days before the hold is released.

• To void a 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 screen and click Void.

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 screen and click Return. Verify the return amount and click Process 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.

Processing a Force(Capture): You can only force a previous Auth Only or Voice Authorized transaction. A force will claim the pending authorization so that it may be batched for funding.

• A force can also be processed by locating the Auth Only you wish to capture 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 screen and click Capture.

Field Descriptions

*Required Fields

* Devices: If you have multiple devices on your account, you will need to select a device to associate with the transaction.

* Transaction type: Sale (default), Return, Force, or Auth Only.

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.

* 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 info, do not include dashes, spaces or symbols. Exp Date must be formatted MMYY.

Card Present: Qualify for the card present rate if the credit card is physically present druing entry.

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

Clerk # & Invoice #: Clerk # identifies the user (clerk) associated with the sale. Invoice # identifies the invoice associated with the sale.

* Amount: Enter the amount of the transaction.

Tax & Tip: Enter any tax and tip amounts.

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.

Transaction Responses

Transaction Responses - Click here for a list of popular transaction responses and descriptions.