CHARGE Anywhere Designed for Use with QuickBooks

CHARGE Anywhere Menu Options

QuickSale

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 - Credit Card

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.

Click a transaction type for step by step instructions

Sale	Void	Return
Single Invoice	Single Payment	Single Payment
Multiple Invoices	Multiple Payments	Multiple Payments
Single Sales Receipt	Single Sales Receipt	Single Sales Receipt
Multiple Sales Receipts	Multiple Sales Receipts
From Current Window	From Current Window	From Current Window

*ACH returns can only be initiated via credit memos. Learn more.

Print Receipt

Print Receipts

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 is a feature used to search for all transactions on your gateway account that was not processed by the payment application and automatically create the payment records within QuickBooks. This feature is recommended when utilizing the Transaction Manager, CHARGE Anywhere Mobile App and any other device on your gateway account.

*To import, Do Not Import must be unselected from the Trans Options tab of Setup.

*Imported sales will create payments or create sales receipts based on the selected option in the Default Info tab of Setup.

1. Go to Company > CHARGE Anywhere > Import Transactions.

2. Select a date range to view transactions processed within that timeframe.

3. Select the transactions you wish to import and click Import Transactions.

4. A dialogue screen will appear with the import results.

*Imported sales will be applied to the invoice# or customer# entered in the original transaction. If no invoice or customer matches in QuickBooks, the payment will be applied to the default customer.

*Voids can only be imported if the original sale transaction was created by the payment application in QuickBooks.

Pending Transactions

Pending Transactions

Pending Transactions is a table that stores all transactions that have not finalized in the payment application. The most common transactions to populate this table are Transactions with Pending Status. Otherwise, the payment application has not gotten a proper response from the gateway. This is most likely caused by temporary lack on internet connection or firewalls,

Pending Gateway Transactions - Transactions that have processed within QuickBooks, but have not created payment records in QuickBooks or have not reached the gateway for authorization.

Failed Import Transactions - Imported transactions that have failed to create payment records within QuickBooks

Failed Bill Presentments - Bill Presentments that have not been sent properly

Pending Gateway Subscriptions - Recurring Transaction that failed to be created

Bill Presentment

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Bill Presentment - Online Customer Payment Form

Bill Presentment allows you to email invoice(s) or a statement to your customer that includes a link to a secured site so that the customer may enter their own payment information. Once payment is approved, you can import the transactions to create the payment records in QuickBooks (See Import Transactions).

• Bill Presentment is an add-on service. Contact your merchant service provider to activate the service.

• Email settings must be configured in order to use the Bill Presentment feature.

1. Go to Company > CHARGE Anywhere > Bill Presentment

2. Select Single Invoice, Single Statement or Multiple Invoices.

3. Type Invoice #, Statement # or search for multiple invoices and confirm that you would like to send bill presentment.

4. Verify the bill presentment details and press OK. (The fields can be automatically populated with by configuring Bill Presentment tab in the Setup menu.)

5. A dialog screen will appear. It will ask if you would like to preview the bill presentment and display the results of the bill presentment.

6. Once the customer has processed payment, transactions can be imported to create payment records within QuickBooks. See Import Transactions