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Credit Cards On File |
  
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Credit Cards On File |
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When tendering payment by credit card, you may choose to lookup a credit card used previously by the customer. If the card is not available, you may add, edit, and delete as needed.
The customer's credit card list is also accessible while editing the customer record.
NOTE: A force transaction is only to be used when the customer has received a valid approval code already, usually by phone from the Call Authorization Center from card issuing bank. But since a force transaction will always return an APPROVAL, some people run these thinking they are all set, but ones sent without a valid approval code will chargeback to the merchant.
MANAGERS: Advance Setup
1) (Optional) Activate ICVerify or PCCharge. See ICVerify -PCCharge and POSitive.
2) Go to Maintenance: System Setup: Customers view
3) Activate "Retain Customer Credit Cards"
Customer Credit Cards In Use
You may review a customer's credit cards.
1) Go to Customer Center
2) Highlight the customer record
3) Choose the Cards On File tab.
Sales Clerk - How To Select Credit Card When Tendering
When processing a customer invoice and taking payment by credit card, you may choose
Choose the button Use Credit Card On File [F8] at the bottom center of the Invoice Tender screen.
This will open the Credit Cards On File window. Select the appropriate card. If you are conversing with the client, you may ask about the status of cards and make changes as needed.
After selecting the card, the information will be filled in automatically and the card processed normally, based upon the credit card setups provided by management.