Difference between revisions of "Web Terminal"
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==Credit Card== | ==Credit Card== | ||
| − | '''Devices:''' Displays the identification of the device that the transaction will be associated with. If you have more than one device on your gateway account, you will need to select a device. | + | <span style="color:#006400">*</span>'''Devices:''' Displays the identification of the device that the transaction will be associated with. If you have more than one device on your gateway account, you will need to select a device. |
| − | '''Transaction Type:''' By default, the transaction type is set to Sale. You have the option for Sale, Return, Force, Retry, and Auth Only. | + | <span style="color:#006400">*</span>'''Transaction Type:''' By default, the transaction type is set to Sale. You have the option for Sale, Return, Force, Retry, and Auth Only. |
'''Customer:''' This field will populate the Customer # field in Search Transactions. You can enter a customer name or use the Customer Profile section on the right hand side. | '''Customer:''' This field will populate the Customer # field in Search Transactions. You can enter a customer name or use the Customer Profile section on the right hand side. | ||
| − | '''Card #:''' Enter the full card number (no symbols or spaces) | + | <span style="color:#006400">*</span>'''Card #:''' Enter the full card number (no symbols or spaces) |
| − | '''Exp Date:''' Enter the expiration date (MMYY; no symbols) | + | <span style="color:#006400">*</span>'''Exp Date:''' Enter the expiration date (MMYY; no symbols) |
'''Click Here to Swipe Card:''' When selected, a new "Swipe Card Now" screen will appear. You will be able to use a compatible card reader to swipe credit card information. Once swipe is collected, press Ok and the card information will be added to the Web Terminal screen to continue processing. | '''Click Here to Swipe Card:''' When selected, a new "Swipe Card Now" screen will appear. You will be able to use a compatible card reader to swipe credit card information. Once swipe is collected, press Ok and the card information will be added to the Web Terminal screen to continue processing. | ||
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'''Invoice #''' - You may choose to enter an Invoice #. If you have CHARGE Anywhere Designed for Use with QuickBooks on your account, transactions can be imported to create payment records that match up to your invoice in QuickBooks. | '''Invoice #''' - You may choose to enter an Invoice #. If you have CHARGE Anywhere Designed for Use with QuickBooks on your account, transactions can be imported to create payment records that match up to your invoice in QuickBooks. | ||
| − | '''Amount''' - Enter transaction amount. | + | <span style="color:#006400">*</span>'''Amount''' - Enter transaction amount. |
'''Tax''' - You may choose to enter a tax amount. | '''Tax''' - You may choose to enter a tax amount. | ||
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'''Process Transaction''' - Once all payment information has been entered and verified, click Process Transaction. The transaction response will display and upon approval a reciept screen will appear that you can email or print. Also relevant [[Transaction Responses]] | '''Process Transaction''' - Once all payment information has been entered and verified, click Process Transaction. The transaction response will display and upon approval a reciept screen will appear that you can email or print. Also relevant [[Transaction Responses]] | ||
| + | |||
| + | <span style="color:#006400">*</span>'''Required fields for processing a transaction''' | ||
==ACH== | ==ACH== | ||
| − | '''Devices''' - Displays the identification of the device that the transaction will be associated with. If you have more than one device on your gateway account, you will need to select a device. | + | <span style="color:#006400">*</span>'''Devices''' - Displays the identification of the device that the transaction will be associated with. If you have more than one device on your gateway account, you will need to select a device. |
| − | '''Transaction Type''' - Choose Credit, Debit or Void. Credit will initiate a return, Debit will initiate a Sale, and Void will reverse a prior debit or credit processed within the same day. | + | <span style="color:#006400">*</span>'''Transaction Type''' - Choose Credit, Debit or Void. Credit will initiate a return, Debit will initiate a Sale, and Void will reverse a prior debit or credit processed within the same day. |
| − | '''Amount''' - Enter the transaction amount. | + | <span style="color:#006400">*</span>'''Amount''' - Enter the transaction amount. |
'''Check #''' - You may enter a check # associated with the transaction. | '''Check #''' - You may enter a check # associated with the transaction. | ||
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'''Is recurring?''' - You may prompt the ACH processor to make this transaction recurring. All following transactions will be conducted by your ACH processor. | '''Is recurring?''' - You may prompt the ACH processor to make this transaction recurring. All following transactions will be conducted by your ACH processor. | ||
| − | '''Customer Info''' - Choose a customer from your customer profile to populate the customer info. | + | <span style="color:#006400">*</span>'''Customer Info''' - Choose a customer from your customer profile to populate the customer info. |
'''Customer Profile''' - All customers within your [[Customer Database]] will be displayed in the Customer Profile box. Select a customer to have that customer's payment information populate the Customer Info fields. | '''Customer Profile''' - All customers within your [[Customer Database]] will be displayed in the Customer Profile box. Select a customer to have that customer's payment information populate the Customer Info fields. | ||
'''Process Transaction''' - Once all payment information has been entered and verified, click Process Transaction. The transaction response will display at the top of the screen. | '''Process Transaction''' - Once all payment information has been entered and verified, click Process Transaction. The transaction response will display at the top of the screen. | ||
| + | |||
| + | <span style="color:#006400">*</span>''' Required fields for processing a transaction. | ||
==Prepaid/Gift Card== | ==Prepaid/Gift Card== | ||
| + | |||
| + | <span style="color:#006400">*</span>'''Devices''' - Displays the identification of the device that the transaction will be associated with. If you have more than one device on your gateway account, you will need to select a device. | ||
| + | |||
| + | <span style="color:#006400">*</span>'''Transaction Type''' - By default the Transaction Type is set to Charge. You have the option for Charge, Refund, Activate, AddValue, Deactivate, and BalanceInquiry. | ||
| + | |||
| + | '''Customer''' - Select a customer from the dropdown menu. The dropdown menu will populate customers from your [[Customer Database]] | ||
| + | |||
| + | '''Card Numebr''' - Enter the full card number (no symbols or spaces) | ||
| + | |||
| + | '''CVV Indicator''' - (Card Verification Value) 3 digit number on signature panel of Visa, MasterCard, and Discover cards. 4 digit number on the front of American Express cards. | ||
| + | |||
| + | '''CVV''' - (Card Verification Value) 3 digit number on signature panel of Visa, MasterCard, and Discover cards. 4 digit number on the front of American Express cards. | ||
| + | |||
| + | '''Clerk #''' - You may choose to enter a Clerk #. Clerk # can be used to identify which user processed a transaction. | ||
| + | |||
| + | '''Invoice #''' - You may choose to enter an Invoice #. | ||
| + | |||
| + | <span style="color:#006400">*</span>'''Amount''' - Enter transaction amount. | ||
| + | |||
| + | '''Tax''' - You may choose to enter a tax amount. | ||
| + | |||
| + | '''Subtotal''' - This field is not editable. It will display the combined total of Amount and Tax. | ||
| + | |||
| + | '''Grand Total''' - This field is not editable. It will display the total of Amount. Tax, and Tips. | ||
Revision as of 07:03, 8 May 2012
Credit Card
*Devices: Displays the identification of the device that the transaction will be associated with. If you have more than one device on your gateway account, you will need to select a device.
*Transaction Type: By default, the transaction type is set to Sale. You have the option for Sale, Return, Force, Retry, and Auth Only.
Customer: This field will populate the Customer # field in Search Transactions. You can enter a customer name or use the Customer Profile section on the right hand side.
*Card #: Enter the full card number (no symbols or spaces)
*Exp Date: Enter the expiration date (MMYY; no symbols)
Click Here to Swipe Card: When selected, a new "Swipe Card Now" screen will appear. You will be able to use a compatible card reader to swipe credit card information. Once swipe is collected, press Ok and the card information will be added to the Web Terminal screen to continue processing.
Card Present - (Yes/No) Choose yes if the card is physically present.
Address - Billing address of the credit card. (Numerical values are the qualifier)
Zip Code - Billing zip code of the credit card.
CVV Indicator - If you want to enter the CVV, select "Enter CVV" from the dropdown menu. If not, select "Want To Bypass", "Value Illegible" or "Not On Card".
CVV - (Card Verification Value) 3 digit number on signature panel of Visa, MasterCard, and Discover cards. 4 digit number on the front of American Express cards.
Clerk # - You may choose to enter a Clerk #. Clerk # can be used to identify which user processed a transaction.
Invoice # - You may choose to enter an Invoice #. If you have CHARGE Anywhere Designed for Use with QuickBooks on your account, transactions can be imported to create payment records that match up to your invoice in QuickBooks.
*Amount - Enter transaction amount.
Tax - You may choose to enter a tax amount.
Subtotal - This field is not editable. It will display the combined total of Amount and Tax.
Tips - You may enter a tip amount.
Grand Total - This field is not editable. It will display the total of Amount. Tax, and Tips.
Purchase Card - (Level 2 Card) Check this field only if customer states they are using a Level 2 card. A Level 2 card is government or business issued credit card. The customer will need to provide a purchase code.
Tax Exempt? - This field is only available if Level 2 card is enabled. Check this field only if customer states that their Level 2 card is tax exempt.
Purchase Code - This field is only available if Level 2 card is enabled. The customer will need to provide you with their purchase code.
Customer Profiles - All customers within your Customer Database will be displayed in the Customer Profile box. Select a customer to have their payment information populate the Web Terminal screen.
Process Transaction - Once all payment information has been entered and verified, click Process Transaction. The transaction response will display and upon approval a reciept screen will appear that you can email or print. Also relevant Transaction Responses
*Required fields for processing a transaction
ACH
*Devices - Displays the identification of the device that the transaction will be associated with. If you have more than one device on your gateway account, you will need to select a device.
*Transaction Type - Choose Credit, Debit or Void. Credit will initiate a return, Debit will initiate a Sale, and Void will reverse a prior debit or credit processed within the same day.
*Amount - Enter the transaction amount.
Check # - You may enter a check # associated with the transaction.
Memo - You may include any notes with the transaction.
Is recurring? - You may prompt the ACH processor to make this transaction recurring. All following transactions will be conducted by your ACH processor.
*Customer Info - Choose a customer from your customer profile to populate the customer info.
Customer Profile - All customers within your Customer Database will be displayed in the Customer Profile box. Select a customer to have that customer's payment information populate the Customer Info fields.
Process Transaction - Once all payment information has been entered and verified, click Process Transaction. The transaction response will display at the top of the screen.
* Required fields for processing a transaction.
Prepaid/Gift Card
*Devices - Displays the identification of the device that the transaction will be associated with. If you have more than one device on your gateway account, you will need to select a device.
*Transaction Type - By default the Transaction Type is set to Charge. You have the option for Charge, Refund, Activate, AddValue, Deactivate, and BalanceInquiry.
Customer - Select a customer from the dropdown menu. The dropdown menu will populate customers from your Customer Database
Card Numebr - Enter the full card number (no symbols or spaces)
CVV Indicator - (Card Verification Value) 3 digit number on signature panel of Visa, MasterCard, and Discover cards. 4 digit number on the front of American Express cards.
CVV - (Card Verification Value) 3 digit number on signature panel of Visa, MasterCard, and Discover cards. 4 digit number on the front of American Express cards.
Clerk # - You may choose to enter a Clerk #. Clerk # can be used to identify which user processed a transaction.
Invoice # - You may choose to enter an Invoice #.
*Amount - Enter transaction amount.
Tax - You may choose to enter a tax amount.
Subtotal - This field is not editable. It will display the combined total of Amount and Tax.
Grand Total - This field is not editable. It will display the total of Amount. Tax, and Tips.
