Tender a Sale to Credit Card

Use these steps to tender a sale to a credit card at a cashier terminal. Steps are available for both card present (insert or tap at card reader) entry and manual entry on the cashier terminal.

Card Present

Use these steps to tender a sale to a credit card when the card is present.

  1. Log in to the cashier application.
  2. Select Sales. The Sales panel opens.

  1. Add at least one product to the cart.
  2. Select Credit. A Credit dialog briefly opens with Payment terminal has been activated.

  1. Direct the customer to follow the payment terminal prompts.
  2. After the sale is tendered, a Credit dialog opens with Tendered: $#.## and a receipt prints.

  1. Hand the receipt to the customer.
  2. Select Close. The dialog closes.

Manual Entry

Use these steps to tender a sale to a credit card by manually entering the card account number and when the card is not present.

  1. Log in to the cashier application.
  2. Select Sales. The Sales panel opens.

  1. Add at least one product to the cart.
  2. Select Credit. An Add Credit Card dialog opens.
  3. Select manual entry. The Add Credit Card dialog closes, a Credit dialog stating Payment terminal has been activated opens, and the attached card reader prompts, Please Key In Card Number.
  4. Enter the credit card account number using the card reader's numeric keypad.
  5. Select enter (green circle). The card reader prompts, Enter Expiration Date.
  6. Enter the credit card expiration date, in MMYY format (for example, 0328 for March 2028), using the card reader's numeric keypad.
  7. Select enter (green circle). The credit card is submitted for processing, and displays Approved, if the card is successfully processed; the Credit dialog updates to state Tendered.
  8. Select Close. The dialog closes.