Electronic Credit Card Integration - New Payment
Process a Credit Card Payment (Card present)
The card present payment can only be made from the computer connected directly to the card terminal.
1) Open the screen for a new A/R Payment, either through the Folder from the A/R tab or the Payments menu option. If you launch from the folder, the folder information will be pre-populated
- Select the "Credit Card" option
- Enter the Payment date
- Enter the payment Amount
- Click the Save button
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8yNTQzLzM5MjYvY2tmaW5kZXIvaW1hZ2VzL2ltYWdlKDcxNykucG5nIiwiQ29uZGl0aW9uIjp7IkRhdGVMZXNzVGhhbiI6eyJBV1M6RXBvY2hUaW1lIjoxNzQ2ODA0NjY4fX19XX0_&Signature=i4iUs7Y1LsoSuooZ8oBxBkA4d72Whn-k4wz3DpAzJVS6~--IvwuleVrvhBto1Ioo6grmsnZuL21KuBtJk90cuAPQJYuzhZCD7NbVsr7fPqqYRdFMdnL1sD~J2IN5wmLr7Egx62izB3hOtirICFJ0tGjtNxv2~pM6lGxi3ZhullOIpxk6QLnTBiEp43KYYK67xO~QYXG6RymwxWoQx7GHAldEj0zKCPrF3w01RkpqpfReMqVi8wK2O8ookwgRLO3eJQ9fI50Qd4vfkOOT~KmFlwaWrWBUwbIstb7KrFKfaQGEVebvp~ZjZ5mTrP7RmCqPOB-1Ml95XQ~TB7LMrPElWw__&Key-Pair-Id=K2TK3EG287XSFC)
In the event that your company processes payments through an additional credit card processor, a "Code" drop-down box will show and you should choose "<Use Electronic Payments Int>" to process through the Nexsyis Global Payment interface.
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8yNTQzLzM5MjYvY2tmaW5kZXIvaW1hZ2VzL3F1L2ltYWdlKDQxKS5wbmciLCJDb25kaXRpb24iOnsiRGF0ZUxlc3NUaGFuIjp7IkFXUzpFcG9jaFRpbWUiOjE3NDY4MDQ2Njh9fX1dfQ__&Signature=D1Ih5Mg7XuT0QdojoEARw4tHoBqvRDQNTYL2O-q67zYWFTXE8~Mm9TTHE85kHItlJjSBhraHYFB7pi7HrpFd1zBrxqaEiJAqDczzmLJxIRRdphXKfiPez0FG9rYQbkde75rDUSbM25YnsWr9DEY7jX0kRkqV3UJDXZmFlN6--JHppUkK~b14~Hj56ArM7am2laYdPSNgtwyJwYbV9ETwyzj6s1HdR8O3KLupX1S4vgwUhrxxsfRu7y7aDe7--Ggs84RdZIHinU3gmLRDcc2Np9hM4vjlnbrOcf1eCmYZf9cZIYWq8dyREIEbe2qGmKNblVz5lDnVgT-lKc-KG3Zf-w__&Key-Pair-Id=K2TK3EG287XSFC)
2) The terminal will prompt to insert, slide or tap the card and will have an option to select debit or credit. You will also be prompted for debit or credit. A selection on either is valid
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8yNTQzLzM5MjYvY2tmaW5kZXIvaW1hZ2VzL2ltYWdlKDcxOCkucG5nIiwiQ29uZGl0aW9uIjp7IkRhdGVMZXNzVGhhbiI6eyJBV1M6RXBvY2hUaW1lIjoxNzQ2ODA0NjY4fX19XX0_&Signature=BnxzLfLP-W9okPviLmW171c3VmbUCCQavZ9jy4EliZ-Y~7HMEMefnZylh6jAXhCt1QPe-iPOJjr0TXzW9tYdXxPId2wE6t24H0oFVD6TLedKmuGDnzzRNSuggBF6xAlCxTU5fTAuCUI0sUYie8UBP4LHMzYGhQ8VG9jhgZmqu5RAUplFuVPlfnAnIAxQG-0Sa6QpQrEdMwlAAyH-~k7ksXimoa9bGCvem6wr2vRn~33Spq9LJP-hS-nSbs3g80G8ByDIZyhXilHDq3rn3z7O-eVoGiZI3K3keWQVKKkM4QlYggTaNeSoWbQpaHnHnhS~0HuqBeBP6iRZ8sbDnon6Cw__&Key-Pair-Id=K2TK3EG287XSFC)
3) The terminal will process the card. If the transaction is successful, the payment will be processed and details of the payment will be displayed. If it fails, you will be notified by a message box where you can correct the error and try again.
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8yNTQzLzM5MjYvY2tmaW5kZXIvaW1hZ2VzL2ltYWdlKDcyMSkucG5nIiwiQ29uZGl0aW9uIjp7IkRhdGVMZXNzVGhhbiI6eyJBV1M6RXBvY2hUaW1lIjoxNzQ2ODA0NjY4fX19XX0_&Signature=J9usKYVr2OzrUwJjKBWv~QuCg~Yi2W33c7ugSbXAYM3VZ-8deTw0lz5aUxxkNWomH1i~J-AIAZIyj0MVN7xJHeVuCWEOD3c-4lUIZAwszT-pgckNR~d~M-vI8MjVjmcd6aUNthrVUZskzIXL33W4qagJFgMFSEtdsed3ZuhDg~MXDBXSKg9vv9dtd2mN-DsGfBZ5nrHOdmeKF7MHzAd6vdjBF22V7EQmGqTooepnX-EAMVwsAy~vIrCLnFu1nCSVO6s3IYnDI~pe4mVX6mRT-Y~U1pYPeycxo5PUuWm83gqARFl8FulHJP1Ktc3dNARZ9Qeei5gP-hVdoId3T-L59g__&Key-Pair-Id=K2TK3EG287XSFC)
4) After the payment has processed, you can display the payment to see the Batch number and the unique CC Order ID of the payment. Batches are automatically created and transactions are included from midnight to midnight.
5) The payment can be voided up until the batch has been finalized. This occurs at midnight.
6) After the batch has finalized, use the Card Payment Refund option to make corrections.
Print Receipt
You can print a receipt one of two ways:
1. From the A/R Payment screen click the "Receipt" button. If it does not load, click the "i" button and then try again.
2. From the Folder print screen, select "Customer Account Statement"
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8yNTQzLzM5MjYvY2tmaW5kZXIvaW1hZ2VzL2ltYWdlKDcyMikucG5nIiwiQ29uZGl0aW9uIjp7IkRhdGVMZXNzVGhhbiI6eyJBV1M6RXBvY2hUaW1lIjoxNzQ2ODA0NjY4fX19XX0_&Signature=fSkrBQGOVxJiTqiWQGtWAcrH6wrpdgH~ccg841egGaZrI~QwN~fWAt3CYS36W9FK7bZ1rtIW2iVEpxZnNgwvs7uCyTKwp9kKhsUPgLWUA2OQ7JgPA4JGLRtTZB83InN~uMkMZdto1CIBMQRupy17XHxvG1TJ9GK1UEWnuOUfhljli9cifj2hBDGLJCJ3Y-gohFEdSvMfS60GLBA5BYu3MyE2wosQmeZqNj-B7v9WqkmDn5AFxDJRrujOqXzBcbKTdsAGcAF9FtOmMkVbDo9uWZuLNGZi4APSSIygU82NVgSLhsxm3YrjQwOvy92Q6HfIDdrNxsBUJNZhbmBRv5g8TQ__&Key-Pair-Id=K2TK3EG287XSFC)
Process a Credit Card Payment (Card Not Present)
The Card Not Present option presumes that you have the credit card number, expire date, CVV code and customer billing zip code available. This does not require the card terminal to be present.
- Select the "Card Not Present" option
- Enter the Payment date
- Enter the payment Amount
- Click the Save button
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8yNTQzLzM5MjYvY2tmaW5kZXIvaW1hZ2VzL2ltYWdlKDczNCkucG5nIiwiQ29uZGl0aW9uIjp7IkRhdGVMZXNzVGhhbiI6eyJBV1M6RXBvY2hUaW1lIjoxNzQ2ODA0NjY4fX19XX0_&Signature=HmKAx37nNLdV-3GXNsaQY3a~Q8-87gbs2keKw3TZQdAsMpzYDmwOHfg89pyqIYOjSCr7S6q0Z8muJw43qehLKmTfH4lzkZUX6VpUJZJX7-6WsTdlk4z7TO1WNyw39XeHFOR8ddFhYctgsQ-JxxVotB9liT6jZl8vnVcIJckKvtp-z1nHcDHRNGlEG0xBqPtRVGqZmsIueWrMNp9323AHToIJZZT7Uxf2l81DeVKtfYeJ8aU9XF2071rkCg0GRgEB~vXXUBXag2~BHMmXHYqdKkkP9UscVsE8k5Zs~qbKVR2uaFWGWGxX~ZNMP~bkl2yWWLoZc8fgM7BUalt~5puQTg__&Key-Pair-Id=K2TK3EG287XSFC)
The payment entry dialog will be displayed.
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8yNTQzLzM5MjYvY2tmaW5kZXIvaW1hZ2VzL2ltYWdlKDczNSkucG5nIiwiQ29uZGl0aW9uIjp7IkRhdGVMZXNzVGhhbiI6eyJBV1M6RXBvY2hUaW1lIjoxNzQ2ODA0NjY4fX19XX0_&Signature=UQGdZWa-kt6l7neJO9sqO5X6s~eiC6q0WoI6xcbwTV97kHMkfSNjmYVU0FPN7tlVHv11zqXwPPlSeBknIh6K00vhDe7EkSWgtUJYJ~toVj3gJxilkpK4TQ3YKAljDfGKaV9SwjTsp6Yr4ePuWJu5Ev1D4iY0jza9teNpyxarI1L-6h6jceGriWmOi0TQYLKfZQlBkpX4rfokqyKZA27UwobdJ6Y7QpfMbjx97JbMMFWdTQOa4VKQDY-ymfE9MuJO8733FA5hE8Z4Duy1dNQLzAJxv1hoX5WVTWR4xQw-9B8XL1vjB3Wc9YzY9OYWXzGrnjZiCzBLi95s2pPHKMh0-A__&Key-Pair-Id=K2TK3EG287XSFC)
Upon successful completion of the transaction, the payment will be written. From that point, it is treated the same as the card present option discussed above
View Receipt
Nexsyis will auto-attach a transaction receipt. From the A/R Payments screen, select the payment line and click the View Images button.
From within the payment, you can also click the "Recepit" button
