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Overview


Excerpt

When the Clearent Integration is enabled, the system will allow users processing payments with credit cards from the Receive Payment and Order Entry screens. This article explains how to process payments from the Order Entry Screen.


Warning
titleImportant
  • This option will only work when the Require Payment Upon Confirmation setting is enabled for a given customer or the setting Allow to receive payment upon confirmation is enabled for the whole company or location, in multilocation companies . Read Receive a payment from Order Entry for further information.
  • Partial Payments are not allowed through this option.
  • You can receive credit card payments in two different ways: In-App (for which we recommend to setup the credit cards per customer) or through a POS Terminals (terminal devices must be set up per location, in multilocation companies).


Credit Card ( In-App)

Ui steps
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Ui step

Create the order. 


Ui step

Click on Pay & Confirm.


Ui step

The Payment Information window will appear.


Ui step

In the Payment Method option, select Credit Card (In-App).


Ui step

The system will open a screen to enter the credit card information and the billing information. Notice that if there is card already saved, you will be able to select it.


Ui step

Click on the payment amount and wait a couple of seconds until the payment is processed. 


Ui step

A confirmation message will appear.


Ui step

Once you close the confirmation window, the system will take you to the Add Order Screen in order to create a new order.


Credit Card Terminals (POS Devices)

Ui steps
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Ui step

Create the order.


Ui step

Click on Pay & Confirm or Pay.


Ui step

The Payment Information window will appear.


Ui step

In the Payment Method option, select Credit Card (POS Terminal).


Ui step

Click on Pay.


Ui step

A new window will open to select the terminal, select it and click on Pay.


Ui step

The system will connect to the terminal, follow the instructions on this to complete the transaction.


Ui step

Wait couple of seconds until the payment is processed. A success message should appear. Click on Ok to finish.



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cqllabel in ( "clearent" , "clearent-integration" , "credit-card-payment" , "credit-card-payments" , "confirm-orders" , "confirm-invoices" , "credit-cards" )


Ui text box
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(lightbulb)Roles enabled to perform this action: Sales Manager, Sales, Cashier, Admin, Allocations.


Info
titleReceive Payments With Credit Cards

This process can also be executed from the Order Summary window when confirming orders. Read the informative note in the article Confirm an Order for further information.


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