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QBPOS-Help/backups/backup_html_20260109_181155/receipts_othermas.htm

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<title>Using Another Merchant Service</title>
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<p class="Help-Heading-1" style="background-color: #008000;">Using Another Merchant Service</p>
<p class="Help-Text"><a href="receipt1014.htm">Payment Overview</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_merchant_service/cardservices06.htm">Sign Up for a Merchant Account</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">If you do not have an account with the QuickBooks Desktop POS Merchant Service, you can still record credit card payments and refunds, and debit/ATM card payments in Point of Sale.</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Add items and customer to the receipt and then click the <span class="hcp1">Credit</span> or <span class="hcp1">Debit</span> payment button, as appropriate.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Enter the payment amount in the <font class="hcp2">Credit Card</font> or <font class="hcp2">Debit/ATM Card</font> field and accept it.</p>
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<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp1">Credit card payments</span>: Select Charge or Refund, edit the amount if necessary, and click the card type from the displayed list (from your <a href="../qbpos_company_preferences/companyprefs_tendering.htm">preference settings</a>).</p>
</li>
</ul>
<p class="Help-Indent">&#160;&#160;&#160;&#160;&#160;<img src="../image/payment_cc_nonmas.gif" alt="" width="295" height="129" border="0" class="hcp3"></p>
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<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp1">Debit/ATM payment</span>: Edit the amount, if necessary, and enter optional cash back, then click <span class="hcp1">Save</span>.</p>
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</ul>
<p class="Help-Indent">&#160;&#160;&#160;&#160;&#160;&#160;<img src="../image/payment_debit_nonmas.gif" alt="" width="296" height="96" border="0" class="hcp3"></p>
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<li class="p-Help-Steps">
<p class="Help-Steps">Follow your services instructions for authorizing the payment.</p>
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<li class="p-Help-Steps">
<p class="Help-Steps">Save/print the receipt. Follow your service's instructions for having the customer sign the merchant copy.</p>
</li>
</ol>
<p class="Help-Info-Line">When using another merchant service for these transactions:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You cannot authorize or settle the transactions from within Point of Sale and reports regarding settlement are not available.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You can view lists of your credit and debit payments in the <font class="hcp2">Payments</font> <font face="Wingdings 3" class="hcp4"></font> <font class="hcp2">Payment Reconciliation</font> <font face="Wingdings 3" class="hcp4"></font> <font class="hcp2">Credit Card List</font> and <font class="hcp2">Debit Card</font> list reports.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Cash Drawer reports (X/Z-Out) will reflect these transactions.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If integrated with QuickBooks Desktop Financial Software, the transactions will be sent to QuickBooks Desktop and be posted to the appropriate accounts.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Not all <a href="../qbpos_company_preferences/sysprefs03.htm">Merchant Service preferences</a> related to credit and debit card transactions apply to you (applicable preferences marked with an * in help).</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You can specify the credit card types accepted in your <a href="../qbpos_company_preferences/companyprefs_tendering.htm">receipt tendering preferences</a>.</p>
</li>
</ul>
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