Performing a Credit Card Transaction

Create an order, with the payment terms of the order set to credit card terms, i.e.: Visa, MasterCard, etc.

Once the order is created and the payment terms are set as specified, invoice the order. You’ll be required to enter your password to access the credit card processing features.

If you do not know your password, AutoPower support must be contacted to reset your user password.  

Once the password is entered, then the user can select “OK” and the Credit Card Payment screen will appear.

Important Notes:

1. If the terminal is not correctly paired with the PC or there is no terminal assigned to the workstation, then the “Swipe credit card” option will be greyed out and unavailable.  See the below Trouble Shooting section for possible solutions to resolve this issue.

2. If there are no saved credit cards on the customer’s account, then the “Used credit card on file” option will be greyed out and unavailable.

3. To create a credit card on file, the card information MUST be entered via the “Hand Key credit card” option. Swipe/Tap/EMV transactions will NOT create a credit card on file.

Select the desired entry method for a credit card from the available options:

Swipe credit card

Hand key credit card

Save card on file

The ability to save the card to the customer’s file for use on future transactions is enabled when this option is checked. Include a recognizable description of the card. (Examples: “John Doe Card”, “Business Acct Card”, “John’s Visa”) Click the “Submit” button, and after a successful transaction, the card information will be saved.

If the card is not to be saved on file, uncheck the option.

Use credit card on file

If there is a card saved on file, it will be listed, showing the last four numbers of the card and the card’s description.

Select the option “Use Credit Card On file” and then select the card to be used.

When the credit card transaction has completed successfully (for any of the selected entry methods), an approval window will display.

Select the “Close” button on the approval window, which will close the approval window and Credit Card Payment screen. You can proceed with printing an invoice. 

Manage Credit Cards on File

Should you need to edit the credit card on file for a customer, select the Edit menu on the upper left of the Credit Card Payment screen.

Select the “Manage Cards on File” option and the Manage Cards on File screen will appear. Within this screen, you can edit, add, and delete credit cards on file for the customer.

Edit Card on File

Select the card you want to edit from the table and click the “Edit” button. The Edit Card on File window will open.

You can edit the Cardholder name and description as need. Click “Ok” to save changes.

Delete Card on File

Select the card you want to delete from the table and click the “Edit” button. The Edit Card on File window will open. Click the “Delete” button to remove the card from the customer’s file.

Add Card on File

On the Manage Cards on File screen, click the “Add” button. The Add Card on File screen will appear.

Fill out all the fields with the information of the credit card to be added, along with a recognizable description of the card. (Examples: “John Doe Card”, “Business Acct Card”, “John’s Visa”). Click the “Ok” button to save the credit card to the customer’s file.