Credit cards can be saved by customer and used in POS and/or Customer orders.
To enable the option select Tools, Options and click on the customer tab. Check the “Save Credit Card by customer” box.
When this option is enabled a Credit Card Button will be available on the Customer Properties toolbar. The button allows you to manage the cards on file. Using the form below.
Note: The Point credit card interface does not support this feature.
When entering a new card number the card will be processed on the pin pad associated with the PC. The card number is entered and validated by the processor. A card token is returned and placed in the account number field. The type of card and the ending account number are placed in the Nickname field. The card nickname is used as an aid for choosing the card and can be modified if desired.
Using a saved Credit Card in POS
If the customer in the sale has a saved credit card on file the card processor selection list will appear giving the cashier the option of selecting a saved credit card or to process the card normally. If the option to use a saved credit card is selected, Imrchnt will look at the list of credit cards on file. If there is only one card on file imrchnt will automatically select that card and begin the authorization process. If there are multiple cards, the cashier must the select the desired credit card by highlighting a row and pressing select, or by double clicking on the card row.
Using a saved Credit Card in Customer Orders
The Customer Order Tenders page also allows saved credit cards to be selected for the order. Within the tender drop down list is a “Saved Credit Card” option. When the Saved Credit Card option is selected the card selection list will be presented. Within customer order the Saved Credit card option will appear in the tender selection list even of the customer does not have a saved credit card. This gives the user the option to enter a new card while in customer orders.