To enter a Quick Sale payment, go to the Jobs section and click on the Quick Sale icon:
In the Quick Sale window enter the details of the Quick Sale transaction and click OK
In the Payment window verify the Tendered amount is correct and click the Process Credit Card button:
This will open the CardConnect Authorize window.
The CardConnect Authorize window has the following fields:
Invoice Number: A Quick Sale does not have an invoice number, this field will display QUICKSALE.
Card Type: This field displays the CardConnect default payment type.
Payment Amount: This field displays the amount that will be charged to the credit card.
Email Receipt: This field displays Yes, or No based on the default settings established in the Settings/Third Party Integrations/CardConnect window.
From this window, there are two options to process a credit card:
Swipe Card: This option is available to process ‘in person’ credit card transactions through an integrated credit card terminal.
Authorize Manually: This option is used to process credit card transactions through a virtual terminal.
Processing a payment using the Swipe Card option
In the CardConnect Authorize window select the Swipe Card option and click the Process Payment button.
Swipe Card dialog window will appear:
Swipe, or dip the card into the credit card terminal.
IMPORTANT: do not close the Swipe Card window until the transaction is complete.
When the green indicator bar is full, and the transaction data text stops populating with new data, the transaction is complete. At this time click the OK button to finalize the transaction.
Process a payment using the Authorize Manually option
In the CardConnect Authorize window select the Authorize Manually option and click the Process Payment button.
The CardConnect Details window appears. Enter the credit card data and click the Charge button to process the transaction:
Successful Transactions - Email Receipt
For each of the processing methods outlined above, on a successful transaction Printer’s Plan will display an alert indicating the transaction is approved and processed by CardConnect:
If the Email Receipt field in the CardConnect Authorize window was set to Yes, an email message will appear:
Because a Quick Sale is not linked to a customer or contact, the To field of the email message is empty and requires a manual entry of an email address.
The default text for this email message can be customized. For Quick Sale payments, Printer’s plan uses the text file CardConnectQSReceipt.txt to populate the body of the email receipt. This template file is located in the Email folder on the server computer. For a listing of data fields that can be populated in the email message please review the Email Help - CardConnect.txt file. This help file resides in the email folder on the server computer.