How do I take a payment on a credit card?

Summary

It is easy to take credit card payments directly in Platinum once you have the appropriate Platinum module and third-party credit card processing software installed. Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page for more information.

More Information

On the " Payments" screen click the button or press the letter corresponding to your credit card account.

• Press <F3>.
• If you have a chip+pin terminal connected you will have the choice of "cardholder present" or "cardholder not present", otherwise it will be "cardholder not present" only.
• Check the payment amount.
• For "cardholder present" just click [Submit]. This launches the credit card processing software and prompts for the user to insert their card and to enter their pin number. The transaction and credit card details will now be sent to the credit card processing software for authorisation. After processing, the credit card software will return to Platinum the result of the authorisation, which will be displayed in a message box.
• For "cardholder not present" first enter the credit card details in the boxes provided, along with the customers house number and postcode then click [Submit]. This then launches the credit card processing software. If either the supplied address or postcode details do not match those against the card used, the credit card processing software pop-up will display a not-matched status. The transaction will still be authorised as the address and postcode fields are optional, however it is the your decision whether to void the transaction or continue processing the payment.

Cancelling

When Platinum links with the credit card processing software there are two stages: sending the request and receiving the response. You may cancel the payment by clicking [Quit] before Platinum has finished sending the request, but once Platinum is waiting for the response the payment cannot be cancelled. After waiting a reasonable amount of time, Platinum will let you stop waiting for the response, but this will not stop the payment. You should do this only if there is a problem caused by the credit card software not being installed or functioning correctly.

See also

• How do I Use SmartCCard Lite to Take Card Payments in Platinum?
• How do I store and use a Delivery Address?
• How do I Create a Quotation?
• Selling Stock in Invoicing and Customer Orders
• Selling Parts over the Counter

Feedback

Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'

Keywords AND Misspellings

visa, amex, mastercard, debit card, credit card payments, chip+pin, authorisation, commsxl, ccsmartcard, lite

Tags

SL04, PL04