Difference between revisions of "CHARGE Anywhere Designed for Use with QuickBooks"
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Revision as of 10:40, 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.