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.

*You may have sales imported as either receive payments or sales receipt based on the option selected in Default Info (QB).

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.