Using Integrated Credit Card Processing
Using an integrated CC processing system prints the payment receipt on the Sale for the customer, the receipt of payment will also so on ROA receipts for paid on account CC transactions. Below is an example of how that Paid receipt appears on a Sale. The Pluss Payment integration eliminates the need for all those …
Applying Deposits with a Credit Card on an Open Sales
The deposit utility is available on any open Sale; on the open sale use [F6] Options, C. Deposit Utility , A. Create Deposit the Deposit Options for that order will appear Enter Memo: enter the memo for the payment (this will show as the detail on the receipt) Enter Amount of deposit: enter the do…
Using Credit Card at Point of Sale
Using CC at Point of Sale The Sale (Workorder, Salesorder, Inhouse or Vehicle Order) must have the word CASH in the terms (CASHFLT/ CASHWHL / CASHLST...) in order to apply a Credit Card at the time of sale. Use [F7], A. Printing menu and select either A. Print Bill / Close or J. Print Bill /W Bill Date…
Adding a Credit Card to a Customers Account
Vision does not actually store the Credit Card on file it will store a reference token to access the information on the processor's site for future use. The credit cards are stored in the Customer's Account under the [F6] CCard area. To get the lowest rate possible make sure the Credit Card token information is as …
Creating an ROA (received on account) payment to a customers recievable account
Applying a ROA payment with Credit Card When a customer pays on their account (charges or sales already closed) that is called an ROA (Received On Account) payment. For full details on using the Accounts Receivable side refer to 11.2 Customer Payments ROA From the Customer File screen or from the [F8] A…
