Manually Process a Credit Card Payment Using Texada Pay in Australia and New Zealand

Describes how to process a credit card payment in person via card reader hardware or over the phone using Texada Pay in Australia and New Zealand.

Type

How to

Audience

SRM Counter and Bookkeeper

Products

Texada Pay, SRM

Context

Manually process a credit card payment using Texada Pay when a customer needs to pay in person at the counter or over the phone. Texada Pay enables you to apply the payments to the customer’s credit card and automatically adds the payment information to your SRM payment information, without any need for manual entry.

If the customer allows it, you have the option to capture the credit card information and store it in SRM as an on-file credit card. This is useful if you have a new customer that anticipates that they will do further business with you and wants the convenience of automatic payments.  

If your customer opts to add their credit card on file with your company, follow the directions in: “Add a Credit Card On File for Use With Texada Pay in Canada, Australia and New Zealand”.

This process requires that you have set up and enabled your Smartpay card reader hardware.

 

Notes

  • You can use this process with any part of SRM involving customer payments, except Accounts Receivable Customer Payments (AR03)
  • Credit card information is stored in Texada Pay in a PCI compliant manner.  This means that your customers’ credit card information is not shared with anyone other than Smartpay.

Before You Begin

Required:

  • Smartpay credit card reader hardware
  • Valid SRM account and access permissions
  • An SRM instance that is set up to work with card reader hardware (see: “Set Up Texada Pay in Australia and New Zealand”)
  • Valid credit card
  • Texada Pay is set up for credit card payments
  • Existing Type F payment method
  • Existing type M payment method

 

Steps

Manually process a credit card payment in person

  1. On the SRM navigation page, navigate to anywhere you can process a credit payment using Texada Pay, such as a contract
  2. Use the Deposit/Payment Method dropdown to select the appropriate Type A payment
    Note: See “Set Up Payment Methods in Texada Pay” for more information on the different types of payment and how to set them up
  3. Type the amount to be paid using this method in the Amount of Payment field
  4. Click Accept
    The Texada Pay - Select Card Type pop-up opens
  5. Click Credit Card
    On the card reader console screen, you are prompted to insert or swipe the credit card
  6. The customer must make any needed selections, and enter any required information into the card reader
    The payment is processed

Manually process a credit card payment over the phone

  1. On the SRM navigation page, navigate to anywhere you can process a credit payment using Texada Pay, such as a contract
  2. Use the Deposit/Payment Method dropdown to select the appropriate Type M payment
    Note: See “Set Up Payment Methods in Texada Pay for more information on the different types of payment and how to set them up
  3. Type the amount to be paid using this method in the Amount of Payment field
  4. Click Accept
    The Texada Pay - Select Card Type pop-up opens
  5. Click Credit Card
    The Texada Pay Credit Card Information popup opens
  6. Type the credit card number in the Card Number field
  7. Optional: Type the card’s security code in the Security Code field
  8. Type the name that appears on the card in the Name On Card field
  9. Type the card expiry month as it appears on the card in the Expiry Month field
  10. Type the last two digits of the card expiry year as it appears on the card in the Expiry Year field
  11. Optional: Check Auto Pay if you need to process automatic payments during cycle billing to this credit card
  12. Click OK
    The information popup opens
  13. Click OK
    The payment is processed
    The Confirmation Screen popup opens
  14. Do one of the following:
    1. If you need to print an additional copy of the receipt, click Yes
      The receipt is downloaded as a PDF file in your web browser
    2. If you do not need to print an additional receipt, click No

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