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Processing Credit Card Payments Made in Person

Processing Credit Card Payments Made in Person:

  1. Person comes in office to pay invoice in person
  2. If person has invoice in hand, use that information for processing, if they do not have with them, look up customer in SME by name or address
  3. Verify cost of invoice with customer
  4. Grab credit card machine from bookshelf where it is housed (the one with the postage machine, next to the accounts receivable bins)
  5. Press the big button on the side to wake up the machine
  6. Enter you personalized 4-digit code that was setup during training upon first usage of credit card machine (this helps track who is processing what payments in case there are ever any questions or concerns that arise)
  7. Press “Sale” option listed along bottom of screen
  8. Follow all prompts on machine, which will be:
    *Enter amount to be paid
    *Select “Charge” option
    *Insert credit card
    *Enter billing zip and street address (if known, if not known, you may skip)
  9. A receipt will automatically print once card has been processed, but an extra receipt can be printed for the customer
    *Select “More Options”
    *Select “Print Receipt”
  10. Attach credit card receipt by paperclip to invoice and invoice copy and place in folder labeled “C.C. Payments” in the front of the accounts receivable bins to for holding until payment is processed (will be pulled by accounts payable for finalizing once processed)
  11. Press “Circle” button along bottom of screen to bring machine back to home screen
  12. Press the big side button on machine again to lock screen and put into rest mode
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