About Credit Card Processing

Using your system, you can accurately track your credit card resources at any time. You decide how to handle credit cards for each of your customers. With established customers, you can wait to charge the card after all items are delivered, rather than charging them for merchandise they haven’t received. You can also charge the customer for either a percentage of the order or you can charge the entire order amount at the time the order is placed.

 

You can also specify whether to authorize the card when the order is entered. If you know the customer pays, skipping the authorization step can save time. You can also post payments by credit card in the Accounts Receivable Posting window.

 

These options are set in the (LA2) A/R Parameters screen and the Customer Master tab.

 

If you use a credit card scanner, you can set a parameter in the (L1) screen to prompt you when to scan the card.

 

You can also set up the Customer Reference ID feature. See Using the Customer Reference ID Feature.

  1. To set up your system to use credit cards, set parameters in the (LA2) screen.

  2. Tab to the Allow Credit Card Payments In A/R Quick Pay field. To accept credit card payments in the Accounts Receivable Posting window, type Y.

  3. In the Require Authorization On Credit Card Payments field, you can require an authorization number on credit card transactions. (If you use POS-partner, the authorization number is automatically assigned. If you do not, you can manually enter an authorization number.) Type Y to require an authorization number. Type N if you do not require authorization numbers for credit card transactions.

  4. In the Prompt for Address Verification on Credit Card Payments field, type Y to use AVS (Address Verification System). Type N if you do not use AVS. If you are not a Dealer Station user, go to Step 2.

  5. Use the Pre-Authorize Credit Cards Through the Gateway When Zero Amount is Due field to pre-authorize credit cards. Type Y to validate the credit card with your service. You must have the Default Prepay Due As % Of Backorders field in the (LG5) Additional Order Entry Parameters screen set to Ø. Type N to skip this step.

  6. Leave the Do Not Use Address Verification on Credit Cards Through The Gateway field blank if you use AVS. Type Y if you do not.

  1. If you use a credit card scanner, set a parameter in the (L1) screen to prompt you when to scan the card.

    Tab to the Option field on your terminal’s line. Type @ or K. (This is determined by your card reader model number.) Press Enter to move through all the lines in the screen and save your changes.

  1. Add a credit card to a customer’s account. You can do this manually, however, it is strictly optional. If a customer has a credit card record, the information displays during credit card transactions. After you complete an order with credit card as the payment type, a window opens with the following information: credit card number, expiration date, and type of card (Amex, Discover, or so forth). For instructions on adding credit cards, see Adding a Credit Card.

Return to:

About Credit Card Processing and Approval Link 4

 

See also:

Installing and Configuring POS Partner

Configuring the Utility Extension Program

Configuring the Utility Extension Program for Approval Link 3

Configuring the Utility Extension Program for Approval Link 4

Setting Up Multiple Merchants by Locations

Enabling Workstations

Enabling Workstations for Approval Link 3

Enabling Workstations for Approval Link 4