Overview
These options cover general operation of the Payment Terminal.
Options
Show Debit Card Option
This allows a transaction to be flagged as a debit transaction, and will change the payment method recorded in QuickBooks accordingly. When set, a new Debit Card flag will appear in the Payment Method dialogs (in both the Single Customer screen, and the Edit Payment Methods screen of Multiple Customer/Customer Data).
At this time, this does not affect the credit card processing - these transactions are still sent to your gateway as a credit transaction.
Clear customer info/payment info after processing
These options, when enabled, will clear the customer information/payment information (respectively) that was entered in to the Payment Terminal after a transaction is submitted (whether it was successful or not). By default, this information is left in the payment terminal for reference. These settings are frequently used if all Invoices/Statement Charges are associated with the same Customer in QuickBooks (e.g. a "Cash Sales" customer).
Clear customer info upon decline
Related to above, this will clear out all AVS fields when a transaction is declined, allowing for you to key in new information for the customer.
Save new payment methods when processing
The Payment Terminal can save payment methods for repeat customers. By default, this information is not saved unless you click the Save button in the Single Customer screen (or use the Edit Payment Methods button in the Multiple Customer/Customer Data screens). Alternatively, if this option is enabled, the Payment Terminal will save any payment method used in a successful transaction.
Send Customer Code when processing
Some gateways may allow for a customer code to be sent, for Level 3 compliance or another purpose. Checking this will send over a Customer Code (which can be either pre-filled with a field from the Invoice/Customer - see below, or manually filled) to the gateway during the transaction.
Allow Force Sale
This setting should only be used for merchants on the PayTrace gateway.
If your merchant account is configured to allow forced sales (i.e. ones with an authorization number obtained by your merchant services provider/payment processor), checking this box will allow for declined transactions to be resent with an approval code.
Turn on Level 3 processing
For merchants using Level 3 processing, this enforces restrictions required for Level 3 compliance, including the following:
- Each transaction can only contain one Invoice, and can only be applied to one Invoice
- Each transaction must include all address fields, and a customer code
To process multiple Invoices for a customer at once, use the Multiple Customer screen, and filter to that specific Customer. This will run each Invoice as a separate transaction.
Hide [Delete]/[Save] button for Credit Card and ACH
By default, the Payment Terminal will allow for you/other users to delete/add saved payment methods as needed. Enabling these options will prevent users from deleting/adding payment methods (respectively).
If using these settings, it's recommended to set a settings password to prevent users from changing these settings without approval. This can be enabled from the Security tab of the Payment Terminal Settings screen.
Hide [Void]/[Refund] button
Enabling these options will hide the Void/Refund buttons (respectively) in the Transaction History screen of the Payment Terminal, thereby preventing users from voiding transactions.
If using these settings, it's recommended to set a settings password to prevent users from changing these settings without approval. This can be enabled from the Security tab of the Payment Terminal Settings screen.
Hide Authorization/Settle Transaction Feature
This requires the Auth Now/Settle Later (a.k.a. Auth/Settle) feature enabled on your Payment Terminal account. Contact your merchant services provider for details.
Enabling these options will hide the Authorize Only operation in the Single and Multiple Customer processing screens/the Settle Transactions option in the Dashboard and menubar, thereby preventing users from doing authorization-only transactions and/or settling authorization-only transactions.
If using these settings, it's recommended to set a settings password to prevent users from changing these settings without approval. This can be enabled from the Security tab of the Payment Terminal Settings screen.
Send attachments with Email invoicing
This requires the Email Payments (a.k.a. Email Invoicing or Email Remittance) feature enabled on your Payment Terminal account. Contact your merchant services provider for details.
Enabling this option will send any files attached to the Invoice in QuickBooks along with the email your customers receive. There is no limit on the count/size of invoices attached.
Be sure to only send files that will not cause spam filters to be tripped - doing so may cause issues with your customers' mail servers, and may result in your email invoices not being delivered.
Auto-fill Customer Code field
If using the Send customer code when processing option, this allows you to automatically populate the Customer Code field with one of the following:
- Customer Account Number - Account number for this customer or job (or, parent customer for jobs with no account number), set from the Customer Center in QuickBooks.
- Invoice P.O. Number - Purchase Order number set for this specific Invoice on the Create an Invoice screen in QuickBooks.
- Invoice Number - Invoice Number for this specific Invoice on the Create an Invoice screen in QuickBooks.
If using the Invoice P.O. Number or Invoice Number options, only one invoice can be selected per transaction.
To process multiple Invoices for a customer at once, use the Multiple Customer screen, and filter to that specific Customer. This will run each Invoice as a separate transaction.
Timeout for Processes
Sets the timeout period for the Payment Terminal to communicate with QuickBooks and the payment terminal servers. Increasing this value may resolve communication issues for merchants on poor connections.
Decimal Places
Changes the number of decimal places displayed on prices in the Payment Terminal, and posted to QuickBooks, if your industry/primary currency uses a different number of decimal places.
Default Date Range
Sets the default range that date-based search operations in the Payment Terminal search over. For merchants with large customer lists, or frequently search for transactions outside of the default 30 period, this may improve workflow.
For merchants with large customer lists in QuickBooks, widening this search period may result in degraded performance in the Payment Terminal. If this occurs, try narrowing the date range.
ACH Defaults
This setting requires that your merchant account be configured for ACH transactions, which may not be available to all merchants/in all areas. Contact your merchant services provider for more information.
Changes the default Accountholder Type (Business/Personal), Account Type (Checking/Savings), and the Standard Entry Class (SEC) Code (defaults to PPD - Prearranged Payment and Deposit). If you frequently process payments for a different account/transaction type, changing these settings may improve workflow.
For a complete list of SEC codes compatible with your merchant account, please contact your merchant services provider.
Ignore sales receipts paid via these methods
If using Sales Receipts, this allows for Sales Receipts that were paid with a certain payment method to be excluded from search results.
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