Difference between revisions of "Credit Cards"

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= Credit Cards =
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== Application ==
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Download Application&nbsp;[http://nebula.wsimg.com/2906a31c825bd663e6a1f433e3864a74?AccessKeyId=AA19C13E8A4EF537D068&disposition=0&alloworigin=1 Application]
 
  
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== Setup ==
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&nbsp;
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<div class="mw-parser-output">Administration</div> <div class="mw-parser-output">Financial Settings</div> <div class="mw-parser-output">Payment Method</div> <div class="mw-parser-output">Edit&nbsp;</div> <div class="mw-parser-output">Add Row</div> <div class="mw-parser-output">Make sure Integration is changed to Card Connect on the Credit Card Option.</div> </div>
 
  
 
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= <span style="font-size:xx-large;">Application</span> =
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Download CardConnect&nbsp;[http://nebula.wsimg.com/2906a31c825bd663e6a1f433e3864a74?AccessKeyId=AA19C13E8A4EF537D068&disposition=0&alloworigin=1 Application]
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<div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div></div> <div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div> </div>
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= <span style="font-size:xx-large;">Setup</span> =
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<div class="mw-parser-output">Send all Documentation to&nbsp; &nbsp; &nbsp; PS_ThermoGrid@ECiSolutions.com&nbsp; &nbsp; &nbsp; &nbsp; Your Application will be provided in your set up meeting.&nbsp; If you need another Copy of the document [[Media:CardConnect_app_Card_Processing_TEMPLATE.pdf|CLICK HERE]]</div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">The ThermoGrid Implementation Team will take care of Submitting your Application for Processing, Contacting the Processor and Inputting your Custom Credentials after the Application is accepted.&nbsp;</div> <div class="mw-parser-output">&nbsp;</div> </div> <div class="mw-parser-output">&nbsp;</div> </div></div> <div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">&nbsp;</div> </div> </div> </div> </div>
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= <span style="font-size:xx-large;">Making a Transaction</span> =
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== Make a Transaction ==
 
  
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<youtube urlargs="rel=0">-9ssKUmo7qs</youtube>
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----
  
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Download Document with Pictures&nbsp;[http://nebula.wsimg.com/11283c6b0d1a7a0549e4ddb2ffa57980?AccessKeyId=AA19C13E8A4EF537D068&disposition=0&alloworigin=1 Document&nbsp;]
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<span style="background-color:#ffff66;">Payments can for an Order&nbsp;Can&nbsp;</span><u>'''<span style="background-color:#ffff66;">ONLY</span>'''<span style="background-color:#ffff66;">&nbsp;</span></u><span style="background-color:#ffff66;">be&nbsp;Made&nbsp;on the&nbsp;Client</span>''<span style="background-color:#ffff66;">&nbsp;</span>''<span style="background-color:#ffff66;">Agreement&nbsp;Page.</span>
  
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&nbsp;
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<span style="font-size:medium;">'''Process Credit Cards'''</span>
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<span style="font-size:medium;">'''Step 1:'''</span>
  
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<span style="font-size:medium;">'''Process Credit Cards'''</span>
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From the [[NavBar_-_Orders|Order Estimate Page]] follow normal protocol and select credit card as the payment method.
  
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'''Step 1:'''
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Then click “2. View Outputs > Client Agreement.”
  
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From the order estimate page follow normal protocol and select credit card as the payment method.
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[[File:View Outputs Client Agreement.png|RTENOTITLE]]
  
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Then click “2. View Outputs.”
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&nbsp;
  
 
'''Step 2:'''
 
'''Step 2:'''
  
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From the “Client Agreement” page scroll down to right above the signature area and click the triangle next to the word payment.
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From the “Client Agreement” page scroll down to right above the signature area and click the triangle next to the word payment and Click / Tap on Payment.&nbsp; (Below Terms and Conditions)
  
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'''Step 3:'''
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Select "<span style="color:#3498db;">Card Connect</span>" and you will presented with this screen.
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[[File:Taking a Payment.png|RTENOTITLE]]
  
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Enter card information '''''(make sure you type in the card number in whole without pausing,&nbsp;if you type a couple numbers in and pause more than 3 seconds it will try to authorize and make the card number invalid... so you will need to delete and re enter&nbsp;the card number. In some cases refresh the page after deleting the card number)'''''
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As you can see Here you have an Option to Input:
  
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'''Step 4:''' Click Authorize
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*Amount to Charge
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*Name on Card
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*Card Number
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*CVV Code
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*Expiration (MM)
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*Expiration (YY)<br/> <br/> &nbsp;
  
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'''Step 5:''' Click Capture if you want the transaction to go through now… or you can leave it till job is complete and then capture later… this allows you to wait on payment if need be.
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If you click on the&nbsp;&nbsp;[[File:Money Icon.png|RTENOTITLE]]&nbsp;Icon you will have the option to use a Card that is already saved on file.
  
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Done.
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[[File:CArd on File.png|border|CArd on File.png]]
  
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&nbsp;
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'''Step 3:'''
  
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<span style="font-size:medium;">'''If the clients card is on file.'''</span>
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Enter card information
  
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#Click the “$” symbol and “Saved Credit Cards”
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'''''<span style="background-color:#ffff66;">NOTE: (make sure you type in the card number in whole without pausing,&nbsp;if you type a couple numbers in and pause more than 3 seconds it will try to authorize and make the card number invalid... so you will need to delete and re enter&nbsp;the card number. In some cases refresh the page after deleting the card number)</span>'''''
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#Choose Card
 
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#Then Click Authorize Payment
 
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#Then Click the Cog wheel to Capture Payment
 
  
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'''&nbsp;'''
  
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<span style="font-size:large;">Common Challenges:</span>
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'''Step 4:''' Click "Authorize", after a payment is authorized it will show up on your credit card transactions.&nbsp;&nbsp;This means that there is money in the account and it is ready to be taken and has&nbsp;'''<u>NOT&nbsp;</u>&nbsp;'''been captured yet.&nbsp;&nbsp;
  
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1. Address does not pre populate.
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*Use the Cog / Gear on the Left hand side to Capture the Payment if you want the transaction to go through now.&nbsp;&nbsp; Or you can leave it till job is complete and then capture later, this allows you to wait on payment if needed.  
  
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This means that this client does not have an address selected as a billing address. To resolve click: clients, search for the client, click the pencil, click the drop down under billing address and select their billing address. Now their address will pre populate.&nbsp;
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#[[File:Card Transaction.png|border|Card Transaction.png]]
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#[[File:Capture Payment.png|border|x110px|Capture Payment.png]]
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#[[File:Queued for Capture.png|border|Queued for Capture.png]]
  
 
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= Payment Report =
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Please Follow [https://help.thermogrid.com/index.php/Reports#Payments_Report This Link] to the payment reports page
 
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Latest revision as of 14:06, 6 October 2021

 

Application

Download CardConnect Application

 
 

Setup

Send all Documentation to      PS_ThermoGrid@ECiSolutions.com        Your Application will be provided in your set up meeting.  If you need another Copy of the document CLICK HERE
 
The ThermoGrid Implementation Team will take care of Submitting your Application for Processing, Contacting the Processor and Inputting your Custom Credentials after the Application is accepted. 
 
 
 

Making a Transaction

Payments can for an Order Can ONLY be Made on the Client Agreement Page.

Process Credit Cards

Step 1:

From the Order Estimate Page follow normal protocol and select credit card as the payment method.

Then click “2. View Outputs > Client Agreement.”

RTENOTITLE

 

Step 2:

From the “Client Agreement” page scroll down to right above the signature area and click the triangle next to the word payment and Click / Tap on Payment.  (Below Terms and Conditions)

Select "Card Connect" and you will presented with this screen.

RTENOTITLE

As you can see Here you have an Option to Input:

  • Amount to Charge
  • Name on Card
  • Card Number
  • CVV Code
  • Expiration (MM)
  • Expiration (YY)

     

If you click on the  RTENOTITLE Icon you will have the option to use a Card that is already saved on file.

CArd on File.png

Step 3:

Enter card information

NOTE: (make sure you type in the card number in whole without pausing, if you type a couple numbers in and pause more than 3 seconds it will try to authorize and make the card number invalid... so you will need to delete and re enter the card number. In some cases refresh the page after deleting the card number)

 

Step 4: Click "Authorize", after a payment is authorized it will show up on your credit card transactions.  This means that there is money in the account and it is ready to be taken and has NOT  been captured yet.  

  • Use the Cog / Gear on the Left hand side to Capture the Payment if you want the transaction to go through now.   Or you can leave it till job is complete and then capture later, this allows you to wait on payment if needed.
  1. Card Transaction.png
  2. Capture Payment.png
  3. Queued for Capture.png

 

Payment Report

Please Follow This Link to the payment reports page

Retrieved from "https://help.thermogrid.com/index.php?title=Credit_Cards&oldid=2273"