Scanning a debit card during tendering

If you have properly set up your scanner device to accept PIN or Signature debit transactions, you can swipe a debit card and capture the PIN or signature during order entry.

  1. After you have initiated an order in Sales Order Entry, selected the products, and reviewed taxes and totals, you can select the Collect Payment view.
  2. In the Pricing Calculator section, in Totals By, select Ordered or Shipped.

    By default, the amount of the order is displayed in the Total Charged field. The order amount also defaults in the Amount column of the credit card listed first in the Process Payment section.

  3. Click One Time Sale.
  4. Click OK to open a journal.
  5. You are connected to the credit card processor's One Time Sale form.
  6. Scan the customer's debit card. The data stored on the magnetic stripe automatically populates the Card Number, Cardholder Name, Expiration, CVC, and Zip Code fields.
  7. In the Last four digits field, specify the last four digits of the debit card number.

    This field is available when you swipe a card using a scanner device. This field provides a verification that the credit card is present during the setup or tendering process.

  8. On the device, have the customer confirm the amount of the sale, and specify their debit PIN or sign the pad.

    If the customer is prompted for a PIN and cancels the PIN to use the card as credit, a “Waiting for signature” message is displayed on the Sale form.

  9. Click Submit.
  10. In the transaction receipt, click:
    • Done, if you do not want to print a receipt, or
    • Print, to print a receipt.
  11. Click Accept Payment.
  12. Click OK to open a journal.
  13. If the transaction is approved, this message is displayed: Card Approved ************<last four digits>.
  14. Click Save to complete the order.
Related topics