3rd Party Credit Processing

The booking system can be configured to securely store encrypted credit card numbers and present them to employees for processing on 3rd party payment terminals.

Setup a payment

1. Click Tools > Accounting > Setup > Payments.
2. Select <New Item> from the Payment drop-down list.
3. Enter type of credit card in the Payment field.
4. Optional.  Set the Grouping.
5. Select Charge in the Method of Payment section.

   

6. Review and confirm the options in the other tabs.
7. Click OK.

Store a payment for future processing

1. In the Billing tab, click Payment.
2. Select the method of payment.

   

3. Optional.  Check Show Invoices to process multiple invoices.
4. Click Next.
5. Enter the Card number and Expiration date.

   

6. Check Pending.
7. Click OK.

Process a payment

A. Select an existing payment

1. In the Billing tab, select the pending payment listed under the Payments group.

   

2. Click Edit.
3. Select the desired invoices and click Pay.

   

4. The payment window will open with the card number.

   

B. Create a new payment

1. In the Billing tab, click Payment.

   

2. Select the method of payment.

   

Process the payment with the 3rd party terminal

1. Using the card number and expiration date, manually process the payment on your 3rd party terminal.

   

2. Enter the Authorization number into the payment window.

   

3. Re-enter or confirm the Charge amount.

   

4. Uncheck Pending.

   

5. Click OK.