124 lines
8.5 KiB
HTML
124 lines
8.5 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Take Payment by Credit Card</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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font.hcp1 { font-weight:normal; }
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img.hcp2 { border:none; }
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span.hcp3 { font-weight:bold; }
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font.hcp4 { font-weight:bold; }
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span.hcp5 { color:#ff0000; }
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-->
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</style>
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</head>
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<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Take Payment by Credit Card</p>
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<p class="Help-Main-Topic-Links"><a href="receipt1014.htm">Payment Overview</a> <font color="#C0C0C0">|</font> <a href="../qbpos_merchant_service/cardservices05.htm">Credit Card Refunds</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Note">This topic applies to users of the QuickBooks Desktop POS Merchant Service. <a href="receipts_othermas.htm">What if I use another Service?</a></p>
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<p class="Help-Info-Line">To take full payment by one credit card: <font class="hcp1">(modifications for splitting payment are covered</font> <a href="receipts_splitpayment_creditcard.htm" style="font-weight: normal;">here</a><font class="hcp1">)</font></p>
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<p class="Help-Text"><a href="receipt_ingenico2100_note.htm">Note for users of the Ingenico eNcrypt 2100 or 3070 PIN pad<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a></p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Click the <span class="hcp3">Credit</span> payment button.</p>
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</li>
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</ol>
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<p class="Help-Indent">The Credit payment dialog is opened, with default options:</p>
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<p class="Help-Indent"><img src="../image/payment_cc_mas_1.gif" alt="" width="321" height="167" border="0" class="hcp2"></p>
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<ul style="list-style: disc;">
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<li class="p-Help-Indent">
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<p class="Help-Indent"><span class="hcp3">Charge card</span> as the transaction type</p>
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</li>
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<li class="p-Help-Indent">
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<p class="Help-Indent"><span class="hcp3">Swipe</span> or <span class="hcp3">Insert</span> as the transaction method</p>
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</li>
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<li class="p-Help-Indent">
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<p class="Help-Indent">The total sales amount pre-filled in the <span class="hcp3">Amount</span> field</p>
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</li>
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</ul>
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<ol start="2">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Swipe or insert the credit card. (recommended)</p>
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</li>
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</ol>
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<p class="Help-Indent"><font class="hcp4">Or</font></p>
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<p class="Help-Indent">Select <span class="hcp3">M</span><font class="hcp4">anual</font>, enter the mandatory information such as credit card number, expiration date, ZIP Code, and card verification code, and optionally the <a href="../qbpos_merchant_service/cardservices_fraudcheck.htm">fraud prevention</a> information, and then select <font class="hcp4">Authorize Now</font>. At the prompt, specify whether the card is present or not.</p>
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<p class="Help-Indent"><font class="hcp4">Or</font></p>
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<p class="Help-Indent">Select <span class="hcp3">Voice</span> to complete a <a href="../qbpos_merchant_service/cardservices08.htm">voice authorization</a>. <span class="hcp5">This is recommended only if</span>  <span class="hcp5">your connection to the processor is down or you are requested to do so</span>.</p>
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<ol start="4">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Point of Sale connects to the Merchant Service to obtain authorization.</p>
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</li>
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</ol>
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<p class="Help-Indent">If all of the following are true, Point of Sale will process the transaction and print the receipt without further action on your part. This allows you to return to servicing the customer.</p>
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<ul>
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<li class="p-Help-Text">
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<p class="Help-Text">The card was swiped or inserted (rather than manually entering card information)</p>
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</li>
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<li class="p-Help-Text">
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<p class="Help-Text">The transaction is authorized</p>
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</li>
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<li class="p-Help-Text">
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<p class="Help-Text">You are configured to <a href="../qbpos_company_preferences/sysprefs03.htm">automatically save/print upon authorization</a></p>
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</li>
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</ul>
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<p class="Help-Indent">If any of these are <font style="text-decoration: underline;">not</font> true, continue with the following steps.</p>
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<ol start="5">
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<li class="p-Help-Steps">
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<p class="Help-Steps">You will see one of the following messages:</p>
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</li>
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</ol>
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<p class="Help-Text" style="margin-left: 23.75pt;"><font class="hcp4">Authorized:</font> The charge has been approved. Select <font class="hcp4">OK</font> to close the window.</p>
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<p class="Help-Text" style="margin-left: 23.75pt;"><font class="hcp4">Declined:</font> The charge was not approved. Select <font class="hcp4">Cancel</font> to return to the payment screen. Ask the customer to provide a different form of payment, or select <font class="hcp4">Authorize</font> to try again.</p>
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<p class="Help-Text" style="margin-left: 23.75pt;"><font class="hcp4">Referral:</font> <a href="../qbpos_merchant_service/cardservices08.htm">Voice authorization</a> is required. Call the number listed on-screen and give the operator your Merchant Number. Enter the authorization number the operator gives you in the <span class="hcp3">Voice Auth Number</span> field  and click <span class="hcp3">Authorize Now</span>.</p>
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<p class="Help-Text" style="margin-left: 23.75pt;"><font class="hcp4">Failed address or card verification check:</font> The address or card verification code entered does not match the issuers records. Depending on your <a href="../qbpos_company_preferences/sysprefs03.htm">merchant service preferences</a>, you may be allowed to continue <font class="hcp4">or</font> the transaction may be automatically voided.</p>
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<p class="Help-Indent"><a href="../qbpos_merchant_service/cardservices_avscvc_results.htm">View the Address and Card Verification Results Guide<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a></p>
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<ol start="6">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Wait for the receipt to print, if configured to print automatically</p>
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</li>
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</ol>
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<p class="Help-Text" style="margin-left: 23.75pt;"><font class="hcp4">Or</font></p>
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<p class="Help-Text" style="margin-left: 23.75pt;">Select <font class="hcp4">Save & Print</font> to record and print the receipt.</p>
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<ol start="7">
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<li class="p-Help-Text">
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<p class="Help-Text">Have the customer sign the merchant copy of the receipt.</p>
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</li>
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</ol>
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<p class="Help-Text"> </p>
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<p class="Help-Main-Topic-Links"><a href="receipts_payment_creditcard.htm">Return to top</a></p>
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<p class="Help-Heading-2">Notes:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">By default, the program is configured to <a href="../qbpos_workstation_preferences/wsprefs03.htm">print two copies of credit card receipts</a> one for the customer and one for the merchant (signature copy). If you are using double-ply paper, you may want to turn off this preference. Point of Sale is also set by default to pause between printouts so you have time to tear off the receipts.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Although credit card transactions are authorized immediately, funds are not transferred from the cardholders account to yours until transactions are settled by running the <a href="../qbpos_end_of_day/eod_merchantservicebatch.htm">End of Day</a> procedure.</p>
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</li>
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</ul>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_company_preferences/sysprefs07.htm">Specify the credit cards you accept</a></p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_merchant_service/cardservices04.htm">Cancel or reverse credit card charges</a></p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_merchant_service/cardservices_fraudprevention.htm">Credit card fraud prevention tips</a></p>
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<p class="Help-Main-Topic-Links"><a href="receipts_payment_ccdebithardware.htm">Hardware requirements for Merchant & Gift Card Services</a></p>
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<p class="Help-Main-Topic-Links"><a href="receipts_payment_ccguidelines.htm">General credit card guidelines</a></p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_merchant_service/help_troubleshoot_mas.htm">Merchant Service FAQs</a></p>
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</body>
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</html>
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