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titleI want to set-up to process credit cards payments in Komet. What do I do first?


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Enable the integration: You just have to mark the “Enable the Clearent Integration” checkbox from the settings screen.


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Multilocation companies will have to set up the integration on a per location basis by going to Setup>>Settings>>Location tab. 


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Apply for a Clearent Account: Fill out our credit card information page so one of our Business Specialist can get in contact with you.


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Negotiate Rates: You will be contacted by Clearent to negotiate your own rates.


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Let us do the work: We will obtain security keys to activate your account.


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You are ready to go. At this stage, you can start processing card payments from Komet.


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The next step is to Enter your customers' credit card information. There are two different options for this: preload credit cards or request credit cards from your customers.

A. Preload credit cards: Go to the customer setup window and enter your customers’ credit card information. This is optional, since you can save this information while processing a payment. Multiple cards can be stored.

B. Request Credit Card Option: to protect your customers security, you can also send to them a link so they enter their own credit card information. By using this option, no one in your company will have access to customer credit card information.  Once you use this option, an email will be sent to the customer with a form (Secured by Clearent) so they enter their data.




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Set up physical terminals: Go to Accounts Receivables Settings>>Credit Card Terminals window and . Multilocation companies will need to set up different terminals for each location.



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titleOptional

If you want your salespeople to be able to receive credit card payments from the Order Entry Screen, enable the setting Allow to receive payment upon confirmation (available per location, in multi-location companies).  You may also enable the Require Payment Upon confirmation setting to make payment mandatory for a specific customer.






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titleI want to process a credit card payment from the A/R screen

Once the setup process is completed , users with access to the Accounts Receivables screen will be able to receive payments with credit cards, either In-App or using a POS terminal. Follow the instructions explained on the article How to Receive a Payment with a Credit Card.



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titleI want to process a credit card payment from the Order Entry screen

To receive credit card payments from the Order Entry, click on Pay & Confirm (this will depend on the settings enabled). Read the article How to Receive a Payment With a Credit Card (Order Entry Screen) for further information.





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titleI need to refund a credit card transaction

You can refund your customers' credit card payments. The whole amount of the transaction will be refunded to the customer's card. Full refunds can be processed from the Payment history screen as CC Refund- Full.



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titleI need to refund open credits to my customers' credit cards

You can also refund your open credits (coming from credit card transactions) to your customers' credit cards. This process is known in Komet as partial refund and behaves similarly to regular refunds in Komet. Read Refund Open Credits to Credit Cards for further information on this process.

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titleI want to close my day.

Each day it is important to reconcile Komet transactions with the Clearent settlement that will go to your bank.  In Payment History, run the Payment History Report and in the Clearent Virtual Terminal run the Batch report for the same date range.  Verify that both reports match exactly to ensure that Komet and Clearent transactions are in balance, enter this reconciled value into your accounting system as a deposit and your bank account will easily reconcile at month end.



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titleI want to control access to customer credit cards

By default, the system allows Administrators, Credit Managers, Sales Managers, Accounts Receivable, and Cashiers to add, edit or delete customer credit cards. If you want Salespeople to be able to manage credit cards as well, enable the setting "Allow Salespeople to add and delete Customer Credit Cards".

Instructions


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Go to  Setup>>Settings.


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Under Integrations option, select Clearent Integration.  


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Check the option Allow Salespeople to add and delete Customer Credit Cards. 




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titleI want to receive credit card payments from e-commerce

To accept credit card payments from your customers in e-commerce, follow the next instructions:

Instructions


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Go to  Setup>>Settings.


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Under Integrations option, select Clearent Integration.  


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Check the option Enable Clearent in E-Commerce. 




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titleInformation

 If you want to restrict or make mandatory credit card payments for some of your customers, read the articles Restrict Credit Card Payment and Require Credit Card Payment .




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Download a PDF version of this guide here.



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