Running a credit card transaction (US Clients)

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This shows you how to run a transaction if you need to test your merchant account and are located in the United States.


You can watch a video here or read below.

Step 1: Navigate to the Retail tab

To pay for new products or services, go to the Retail tab. This is usually found in the top right of your screen, but may have a different name.

Step 2: Select your client

Once on the Retail screen, you'll need to search for your client in the “Search Client By” field. Please note that the last client that you looked up will be available as a button to the right of the search field. You can also do a “Walk-in” sale, which does not require you to access a client account.

Step 3: Add items to the ticket

Add an item to the ticket by clicking on one of the options under “Add Item.” If you're running a test transaction, then you'll want to search for “water” under “Products" or create a product with a low cost like $3. Once you've looked up an item, click on the “Add Item” button in the lower left corner to move the item to the ticket.

Step 4: Charge your client

Once you've added all the items to the ticket for this transaction, you'll need to choose a payment method. There will be a checkbox that says “Store Billing Info,” this will store the credit card info to your client's profile.

  • To swipe a credit card, click “CC Swipe." Make sure that your cursor is in the CC Swipe “Swipe Card Now” text box and swipe the card.
    • The system will automatically finish the transaction and try to print the receipt, meaning you don't have to press “Save Print Receipt,” “Save Print Gift Receipt,” or “Save Print Invoice."
  • To key in a credit card, click “CC Key/Stored.” Here you will enter your client’s credit card information in the specified fields. The more information that you enter, the lower your processing rate will be for this transaction.
  • To run a stored credit card, click “CC Key/Stored.” Here you will see the option to use the stored information on file, or to enter a new credit card; select the stored information.

Once you've completed the sale by swiping the card or clicking “Save Print Receipt,” “Save Print Gift Receipt,” or “Save Print Invoice,” one of two things will happen:

  1. If you have the "Receipts - Print Automatically" option enabled in General Setup & Options, then your screen will reload, a receipt will print, and your sale will be complete!
  2. If you don't have the "Receipts - Print Automatically" option enabled, then a pop-up window will appear asking which printer you'd like to print from. Choose which printer you would like, press "OK" or "Cancel," and your sale will be complete!

If this was a test transaction, you will want to void or refund the transaction.


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