Accepting Credit Card Payments For Orders with Element Payment Services

The Credit Card Processing with Element solution is designed to offer you flexibility in how your company implements its procedures for accepting credit card payments for orders. Check with your supervisor if you are unsure about whether you should save a customer's credit card information for later payment, or accept payment at the time of the order. The procedures below describe how to accept a full or partial credit card payment for an order.

Note: Element contains logic that checks for duplicate charges. If two charges for the same amount are made to the same card during the batch period, the second charge is declined. The batch period is set between you and Element. For more information about working around duplicate charges, see Troubleshooting Credit Cards and Element.

From an open sales order, use the Totals hot key to display the Totals screen for the order.
In the CrCard Recvd field, enter the amount of the payment the customer wants to charge to their card. The Credit Card Authorization screen displays.
Do one of the following:

To...

Do this...

charge a credit card the customer has on file

Select a card from the list that displays. To display the available cards, select Transaction > List Cards.

Default cards that are saved for the customer display in this list.

charge a new credit card that the customer has with them, without saving the card information

Select New if a list of available cards displays. The card holder, zip code, and billing street address defaults to the bill-to address on the order. If the ship-to and bill-to are different, the system prompts you to select the address to use. Update the address information for the card, if necessary
Use the Sale hot key and do one of the following:

Select Swipe. The system displays the Element Process Transaction window in your default web browser. Run the card through your card reader. The system gathers the card information, including the CCV code from the back of the card.
Select Key Enter to manually enter the card information in the fields provided in the Element Process Transaction web page, which displays using your default web browser. For example, if the card's magnetic strip is worn. If you select to manually enter the card information, you are prompted to enter CVV ID.The CVV ID is required if the Require CVV ID On Keyed Element Credit Card Sales/Authorizations control maintenance record is set to Yes.
- Card Number - The 16 digit card number from the front of the card.
- Expiration Date - The month and year in which the card expires.
- CVV - The three digit code, typically printed on the back of the card in the signature strip.

Click Process Transaction to submit the information and process the transaction with Element.

When the request completes, Element returns an authorization code for the transaction. The authorization code displays in the Auth Code field for reference. If the returned authorization code is *Call* or something similar, you need to call the credit card company for authorization. See Manually Entering Credit Card Authorizations.

If the authorization is approved, the payment is applied to the order. If the card fails to process or is declined, the system notifies the user taking the payment by displaying an error message in the Element Credit Card window, and also sends notification to the user set in the Credit Card Administrator control maintenance record, places the transaction in the Credit Card Payment Review Queue, and changes the print status of the order and changes the print status of the order based on the setting in the Override Print Status On Credit Card Denial control maintenance record. The decline is also noted in the order change log.

Accepting Credit Card Payments for Orders with Element