Processing credit card purchases

You can process credit card purchases in Sales Order Entry.

  1. After you have initiated an order in Sales Order Entry, selected the products, and reviewed taxes and totals, 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 is also displayed in the Amount column of the credit card listed first in the Process Payment section.

  3. Ask the customer, “What payment type are you using?”
  4. In the Process Payment section, in Payment Type, select the requested type. For example, Visa.

    The Payment Type lists, in sequence, all the payment types for that customer. Payment Types are set up in SA Table Code Value Setup and assigned to each customer in Customer Credit Card Setup.

  5. Ask the customer, "What is the cardholder’s name and the last four digits of the card you want to charge to?"
  6. In the Payment #/Reference field, select the corresponding name and card from the list.

    The Payment #/Reference lists, in sequence, all credit cards currently on file for this customer, and ship to, if specified on the order. The format is Cardholder Name - LastFour (Ship To). For example, John Doe - 1111 (04).

    Listed cards are set up and sequenced in Customer Credit Card Setup.

    If the customer wants to split payment between two or more cards, or a card and cash or check, manually specify the amount to be charged to each card in the Amount field for the card. Click Add Payment Type, select a different payment type, and manually specify the amount to be charged to that type. The total for the Amount columns must match the Ordered Amount Due in the Collect Payment view.

    For counter sales, if the customer is paying a partial amount in cash, and splitting the remainder between one or two different credit cards, the Payment Totals section remains available if the Remaining Amount Due is not zero. This permits multiple passes performing partial tendering in an order.

    For example, in a counter sale, the total ordered amount equals $20.00. The customer pays $10.00 in cash. In Payment Totals, in Payment Type, select Cash and specify 10.00. Click Accept Payment. The Remaining Amount Due equals $10.00. The customer provides a credit card. In Payment Type, select the requested type. Click One Time Sale. Click OK to open a journal. You are connected to the payment processor's One Time Sale form. Complete all required fields and click Accept Payment. The Remaining Amount Due equals $0.00. Click Save to complete the transaction.

    Be aware that you must tender a One Time Sale by itself. You cannot tender a One Time Sale and cash in the same pass. Additional steps are necessary for adding a new credit card during sales order entry if the credit card used is not a stored token.

    If you have correct security, you can also add a new card at this point during order entry by accessing the Add New Card option.

  7. Click Accept Payment.
  8. Click OK to open a journal.
  9. If the transaction is approved, a message is displayed: Card Approved ************<last four digits>.
  10. Click Save if the order is complete.
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