Scan Card Information Processing

Global Texada Pay Payment Methods -> Credit Card/Debit/Electronic Check/Interac -> Select TP Method of Payment -> Select Card Type -> Scan Card

When Credit Card information is captured the card can be used to charge the dollar amount or if the Prompt Auth Only For Credit Card flag is set to YES in the Division Miscellaneous Parameters the card can be used to only pre-authorize the dollars.

Note: This Scan Card window is only triggered if the Texada Pay feature has NOT been activated.

The prompts are:

AUTHORIZATION ONLY?

This prompt is only triggered if:

• the customer is not eligible for Texada Pay (either TP is not active or the customer's currency is different from the Company currency)
• a positive dollar amount has been entered on a Credit Card for a deposit
• the Prompt Auth Only For Credit Card flag is checked in the Division Miscellaneous Parameters for this document division
• the Methods of Payment is defined as Card type S (Scan), Y (Yes to enter manually), M (Manual Card entry) or A (device scan)

Click YES to use the credit card information ONLY to confirm that the customer has sufficient credit, but not to actually bill him for the dollar amount.
The record is tagged as an AU transaction and does not update the Accumulated deposit for the document as no funds were taken.

Click NO to capture the credit card information and bill the customer.
The record is tagged as an SA transaction as a payment was made and it does update the Accumulated deposit for the document.

VOID AUTHORIZATION?

This prompt is only triggered if:

• the customer is not eligible for Texada Pay (either TP is not active or the customer's currency is different from the Company currency)
• a NEGATIVE dollar amount has been entered on a Credit Card for a deposit
• the Prompt Auth Only For Credit Card flag is checked in the Division Miscellaneous Parameters for this document division
• the Methods of Payment is defined as Card type S (Scan), Y (Yes to enter manually), M (Manual Card entry) or A (device scan)

Click YES to use the credit card information only to Void a deposit trx with no actual refund of dollars.
The record is tagged as an VO transaction and does not update the Accumulated deposit for the document.

Click NO to give a credit on the Credit Card to refund the customer.
The record is tagged as an CR transaction which gives a credit and reduces the Accumulated deposit for the document.

SCAN CREDIT CARD:

This credit card scan window is then triggered to capture the card information whether it is for Authorize Only or for an actual payment.
Pass the credit card through the card reader, or skip this field and manually enter the card number or select it from existing card numbers for this customer in the window on the Manually Enter Card Number field.

MANUALLY ENTER CARD NUMBER:

If the credit card was not enter via card scanner, enter the credit card number, or select a card # from the Credit Card Search / Electronic Payment window.

NAME:

If the credit card was not enter via card scanner or selected from the window, enter the name from the credit card.

EXPIRY:

Enter the expiration date from the credit card, as MMYY.
If the card # was selected from the window of existing cards, the expiration date displays. If this date is over-type or updated, the new date will be saved in Customer Information.
If the date has expired, a warning will appear on the screen.

AUTHORIZATION #:

If this card type requires manual authorization, enter the appropriate authorization number.

AMOUNT:

The amount to be charged or authorized on this card displays.

Finished ?

Click the ACCEPT button to complete the transaction or click CANCEL to abort.

Storing Card Information:
When Texada Pay is not used and Credit Card payments are taken the information is saved in Customer Credit Cards, and can be reviewed in the Credit Card Inquiry including the masked Card# where only the last 5 digits of the card are retained, the Card Type, the Name on the Card, and the Expiry Date.
When Texada Pay is active Card & Electronic Check information can only be captured in the Capture Card/Check on File to be saved in Customer Credit Cards.

Note: For information on employing a credit card authorization service, refer to the Texada Pay in the Software Integration.