Accepting a Credit Card Payment in Core ERP

Credit Card payments are compatible with the RFMS ERP if you have a Payment Solution in place. The basic steps are the same for all payment solutions. This article will demonstrate the process with the Payments Flex solution.

Using a Credit Card Terminal

1. Start in Order Entry and select an order with a balance due.
2. Select the Payment button at the top, .
3. The Payment window will open and you can enter the Store, Date, Register, and amount to be paid in the Card field. Then select OK.
4. Select your payment solution
5. Click on the Terminal tab and select a connected terminal from the dropdown list.
6. Follow the prompts on the terminal device.
7. A receipt will available to print for the customer, if desired, and the balance will update immediately

Card NOT Present/Manual Entry Method

1. Start in Order Entry and select an order with a balance due.
2. Select the Payment button at the top, .
3. The Payment window will open and you can enter the Store, Date, Register, and amount to be paid in the Card field. Then select OK.
   
4. Select your payment solution
5. Click on the Card tab. Enter the card number, expiration date, and security code. Enter the billing address and postal code as well. To complete the transaction select Pay.
   
6. A receipt will available to print for the customer, if desired, and the balance will update immediately.