Wednesday, November 30, 2011

How to take a payment by check or credit card with Telecheck

Sent to you by Sarah via Google Reader:

via Kendall Library Blog by Thuy Vo on 11/16/11

This is a portion of the training materials that focuses on Check and Credit Card payment using Telecheck (Provided by Isis - Finance Department)

Taking a payment/ Check
  • Once all items have been entered onto the SMM, select the payment type CHECK/MEMO.
  • Go to first Data (Telecheck) terminal next to your computer. Press Check/ Sale
  • Insert check in the check reader and press Enter
  • Press Yes if it is personal check or NO if it is not
  • Product Type click on ECA and press Enter
  • Key in the check amount and press Enter
  • Billing Control – Employee ID
  • If the check amount more than $25.00 it will prompt to swipe or enter DL/ ID and press Enter
  • You will receive an approval Code
  • A merchant receipt will print if the sale is approved for ECA.
  • Have the check writer sign the receipt.
  • Print customer receipt, (1)
  • Go to smart money: Enter the check number and click ok – it will print receipt from SMM printer (2).
  • Give your customer receipts (1) + (2) plus the voided check.
  • Place the signed receipt into your cash drawer
Taking a payment/ Credit Card
  • Once all items have been entered onto the SMM, select the payment type Credit Card.
  • Go to first Data (Telecheck) terminal next to your computer press Credit/Sale
  • Swipe the credit card in the card reader and press Enter
  • You will receive an Approval Code and a receipt will print for customer signature.
  • Print customer receipt (1)
  • Go to Smart Money and enter the approval code where the Transaction ID
  • Click Finish
  • It will print receipt from SMM printer (2).
  • Hand to your customer receipt (1) + (2).
  • Place the signed receipt into your cash drawer

Please let me know if you have any questions or concerns

No comments:

Post a Comment