Credit Card Authorization Setup and Functions

Table of Contents

Overview

This guide covers the setups and functionality of Credit Card Authorization in TRX. This is for receiving Cash Receipts, Deposits, and POS Orders, as well as reversing these transactions.

To jump to Setup, Click Here.

Receiving Credit Card Payments

This section covers how to receive Credit Card Payments throughout the system.

Point of Sale Credit Cards - POS CC

Point of Sale can process Credit Card Transactions. Make sure to use a Credit Card Term Type, enter the CC, Exp. date, and CVV to process.

Step-by-Step

  1. Enter a POS Order normally

    1. POS>Point of Sale Orders

    2. This can be for items, Deposits, or Payments

  2. Enter through to the Payment Method

  3. Swipe your card in the reader

  4. If you don’t have a Card reader

    1. Select a CC term

    2. Enter CC#

    3. Enter Exp. Date

    4. Enter CVV (if validation is on)

  5. Hit Enter through until the “Complete” button is pressed

POS>Point of Sale Orders | POS CC Demonstration

Deposits, Cash Receipts, and the CC Entry screen

Deposits and Cash Receipts both utilize the same Credit Card Entry screen. You access this screen by filling out a Deposit or Cash Receipt, checking the “Pay by Credit Card” box, and Processing.

Order Entry Deposit

The Order Entry screen utilizes the same CC Entry screen as other Deposits and Cash Receipts, but you access it a different way.

Enter your order, fill out the deposit section under the deposit tab, and hit the “Pay by Credit Card” button.

Step-by-Step

  1. Enter a Sales Order

    1. ORD>Order Entry Processing>New Order Entry

  2. Fill out the Deposit Section

    1. Go under Deposits Tab

    2. Does not need to be any of the actual CC info

  3. While your deposit is selected (highlighted Yellow), Hit Pay by Credit Card button

  4. Follow the directions for the CC Entry screen.

Deposit (Processed Order or Customer Deposit) and Cash Receipt Entry

For Deposits and Cash Receipts, Enter the Deposit/Cash Receipt like normal (A/R>Deposits | A/R>Cash Receipts>Enter Cash Receipts), check “Pay by Credit Card”, and hit Process. The Credit Card screen will come up for entry. Fill out CC info and hit the Lightning bolt to process. Then, just exit the screen.

Step-by-Step

  1. Fill out a Deposit or Cash Receipt

    1. Deposits under A/R>Deposits

    2. Cash Receipts under A/R>Cash Receipts>Enter Cash Receipts

  2. Check “Pay by Credit Card”

  3. Hit Process to pull up the CC Entry screen

  4. From there follow instructions for CC Entry screen

Deposit Example

Cash Receipt Example

 

CC Entry Screen

This screen is used when entering Deposits and Cash Receipts are being paid via Credit Card. Follow the instructions above to set the Deposit or Cash Receipt to Pay by Credit Card and open this screen.

In this screen, you are able to apply Credit Card payments against the Deposit/Cash Receipt. You can enter the transaction for the full amount, or put it on several cards. You must pay off the total for the Deposit/Cash Receipt before exiting the screen, or it will not process.

Entering Payments

You can apply CC payments up to the total of the Deposit/Cash Receipt.

Step-by-Step

  1. Enter the CC Entry screen through Order Entry, Deposits, or Cash Receipts

  2. Fill out your CC information

    1. Credit Card #

    2. Exp. Date

    3. Pin/CVV (if validation is on)

  3. Hit the Lightning bolt to process

  4. Repeat until the Remaining balance at the top is 0

Single Payment Example
Multiple Payment Example

Reversing Credit Card payments

You can Reverse Credit Card payments through POS, the CC Entry Screen (only what was entered that session), and the Transaction History.

POS CC Return

You can reverse CC payments in POS by using the Returns feature. Using the Returns screen to select your items will automatically tie it to the original CC transaction. You can also look it up and select it manually.

Note: You can only return items to one Order/CC at a time.

POS Returns auto-link

Using the Returns button, you can have TRX automatically link the item to the original Credit Card number. This does not fill out the Credit card info for you in the Payment Method. You will need to enter at least the last 4 digits of the card in payment method to validate it is the same card as before.

Step-by-Step

  1. Fill out a POS Return normally

    1. POS>Point of Sale Orders

    2. Guide for POS Returns: Point of Sale Orders | Returns

  2. Enter through to payment method

  3. Swipe card or manually enter info

  4. Hit Enter until the Complete button is pressed

POS Returns manual-link

When doing a return, you can also manually link the original CC transaction.

Step-by-Step

  1. Fill out a POS Return normally

    1. POS>Point of Sale Orders

    2. Guide for POS Returns: Point of Sale Orders | Returns

  2. Enter through to payment method

  3. Swipe card or manually enter info

  4. Hit enter until you are on the Total field

  5. Hit F9

  6. Select the original transaction

  7. Hit Enter until the Complete button is pressed

CC Entry Return

If a payment was entered incorrectly, you can reverse it in the screen. You would then need to make up for that payment to get back to the total.

Step-by-Step

  1. Find the transaction you want to reverse

    1. Only Highlighted transactions are eligible

  2. Hit the “Rev” button

  3. From here, either

    1. Replace the payments until Remaining Balance is 0

    2. Reverse all payments

  4. Exit the screen

Reversal Example

Reverse Transaction History

This screen allows you to look up CC transactions as well as reverse them

Step-by-Step

  1. Open the Transaction History screen

    1. A/R>Credit Cards>Transaction History

  2. Select your Customer

    1. Enter Customer # or Hit F9 to lookup

    2. Hit Enter to load Transactions

  3. Reverse the Transaction

    1. Hit the “Rev” button next to the transactions

    2. Hit Yes to the prompt

Transaction History

The Transaction History screen allows you to view all of the CC transactions for a given customer, pull up the card type and last 4 digits on the transaction, and Reverse older transactions.

For an in-depth look at the screen and fields, Click Here.

View Customer History

Looking up a Customer’s CC history is simple. Open the screen, type the customer or use F9 to find it, and hit enter to load the transactions.

Step-by-Step

  1. Open Transaction History screen

    1. A/R>Credit Cards>Transaction History

  2. Enter your customer

    1. Type or hit F9 to find it

  3. Hit Enter to Load the transactions

Find Card Type / Number

To load the Card Type and last four digits of the Credit Card that was used in the transaction, simply double-click on the Card Type / Number field you want to view, and TRX will load it from the API.

Step-by-Step

  1. Pull up Customer History

    1. A/R>Credit Cards>Transaction History

    2. Enter Customer and hit Enter key

  2. Double-click on Card Type / Number field

Credit Card Setup

This section covers what needs to be setup in order to use CC Authorization in TRX.

You will need to setup your account on the CC Authorization Setup screen and set the Authorizer on your POS Registers.

CC Authorization Setup Screen

This screen is where you link your CC Authorizer to TRX. You will need to give it a Description, enter the API Login ID, and your Transaction Key. You also have the option to set it to Test mode.

For an in-depth look at the different fields and how to use Test Mode, Click Here.

Authorize.net

Step-by-Step

  1. Go to the Credit Auth Setup screen

    1. A/R>Credit Cards>Credit Auth Setup

  2. Enter a Description

  3. Enter your API Login ID

  4. Enter Transaction Key

  5. (Optional) Set it to Test mode

    1. Check the “Test Mode” box

  6. Hit Save

DataCap

The very first step is to connect the device to the Wifi. The device will show a Welcome screen. Slide up from the bottom with your finger to reveal a back arrow. Hit the back arrow until it asks for a password. This may take a few attempts. The bar can go back down, so just swipe it back up and hit the back arrow again.

The password is “pax9876@@” without the quotes. You will need to enter it once to get out of the welcome screen, then again when you go into settings. Once in settings, you can hit Wifi and set it up.

Step-by-Step

  1. Go to the Credit Auth Setup screen

    1. A/R>Credit Cards>Credit Auth Setup

    2. Under DataCap tab

  2. Enter a Description

  3. Enter your Device ID (the Serial Number for the device

  4. (Optional) Set it to Test mode

    1. Check the “Test Mode” box

  5. Hit Save

POS Setup

This section covers setting the Authorizer to be used in POS. This has been streamlined with this feature. You simply need to use the dropdown on the Misc tab of the Register to set it.

Step-by-Step

  1. Open you POS Register

    1. POS>Registers>Enter/Query Registers

  2. Go under the Misc Tab

  3. Use the CC Authorization dropdown to select your account/device

  4. For DataCap, hit the Download Parameters button