Performing a One Time Sale credit card transaction

Use a credit card for a One Time Sale down payment that is authorized and settled immediately during tendering. This transaction is intended for counter sales. A One Time Sale does not create a token. You cannot add shipping or an add-on transaction to this sale.

  1. After you have initiated a Counter Sale 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 the Payment Type field, select the requested type.
  5. Click One Time Sale.
  6. Click OK to open a journal.
  7. You are connected to the credit card processor's One Time Sale form. Complete these required fields:
    Card number
    Specify the credit card number. You can manually specify the number or, if you have a scanner device, you can swipe the card. Data stored on the magnetic stripe automatically populates the Card Number, Expiration, CVC, and Cardholder Name fields.
    Expiration
    Select the month and year noted on the credit card.
    Cardholder Name
    Specify the name of the person authorized to use this credit card.
    Last four digits
    When the field is available, specify the last four digits of the credit card number. This field is typically available when you swipe a card using a scanner device. The last four digits provides a verification that the credit card is present during the setup or tendering process.
    Zip Code
    Specify the Zip code associated with the card.
    Email
    Specify the email address of the cardholder to send the transaction receipt after the transaction is successful.
    View Receipt
    Select this check box to view the transaction receipt from the payment provider in a new browser tab after a successful transaction. You can print the receipt for reference.
  8. Click Submit.
  9. In the transaction receipt, click:
    • Done, if you do not want to print a receipt, or
    • Print, to print a receipt.
  10. If the transaction is approved, a message is displayed: Card Approved ************<last four digits>.
  11. Click Save if the order is complete.
  12. A notification is displayed: Order Finished: Order 0000000-00 Has Been Created.
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