How do I manually process a credit card, Trek Card, or gift card payment?

Sherpa Tip: Debit cards must be swiped in order to process as a debit payment and cannot be entered manually.

Manually processing payments bypasses the security built into your Ingenico payment device and makes you liable for any fraud complaints. Learn more about preventing fraudulent charges.

Credit Card

  1. From the Payment toolbar, click the Credit button.
  2. Click the Manual button.
  3. In the Amount field, enter the amount the customer wishes to pay.
  4. In the Card Number field, enter the customer’s credit card number.
  5. From the Card Type drop-down, select the appropriate card type.
  6. In the Exp. Date field, enter the expiration date for the customer’s credit card. Enter the date in the format MM/YY (e.g. 12/20).
  7. In the Security Code field, enter the card verification code from the customer’s credit card.
    Sherpa Tip: This code is often listed on the back of the card above the signature area. It may be displayed as a CVV or CVC. However, cards may vary between issuing banks.
  8. In the Street Address field, enter the house number for the customer’s credit card billing address (e.g. for 5555 Anywhere St., enter 5555).
  9. In the ZIP field, enter the zip/postal code for the customer’s credit card billing address.
  10. Click the Process button.
  11. If the address entered does not exactly match the billing address on file for the customer’s credit card, the Credit Card Validation Response prompt displays. Verify the customer’s billing address was entered correctly.
  12. If the address is correct and you are comfortable continuing with the transaction, click Complete.
  13. If the address was not entered correctly or you are concerned the charge may be fraudulent, click Void. The charge is removed, and the balance remains due.
  14. If the customer overpaid on the transaction, the Change Due dialog box displays. Click OK to return cash to the customer.

Trek Card

  1. From the Payment toolbar, click the Trek CC button.
  2. Click the Manual button.
  3. In the Amount field, enter the amount the customer wishes to pay.
  4. From the Plan Option drop-down, select the appropriate financing terms.
    Sherpa Tip: Be sure to select the correct financing plan. Trek Card charges cannot be voided or refunded on the same day.
  5. From the Purchase Description drop-down, select the category which best fits the majority of the customer’s purchase.
  6. In the Card Number field, enter the customer’s card number.
  7. Click the Process button.
  8. If the customer overpaid on the transaction, the Change Due dialog box displays. Click OK to return cash to the customer.

Gift Card

  1. From the Payment toolbar, click the Gift Card button.
  2. The Amount field is automatically populated with the amount due on the transaction. If the amount the customer wishes to use is different, enter that amount instead.
  3. In the Gift Number field, enter the number from the customer’s gift card.
  4. If the gift card lists an expiration date, enter it in the Exp. Date field.
  5. Click the Process button.
  6. If the customer overpaid on the transaction, the Change Due dialog box displays. Click OK to return cash to the customer.

Sales

  1. How do I run a sales transaction?
  2. How do I complete a return?
  3. How do I create a layaway?
  4. How do I create a quote?
  5. How do I add a customer?
  6. I messed up a sale/payment. How do I fix it?
  7. How do I change a Tax Rate during a sale?
  8. How do I setup a category flat tax?
  9. How do I create a sales promotion?
  10. How do I add or edit products for an existing sales promotion?
  11. How do I download coupons using the Coupon Wizard?
  12. How do I record a payout?
  13. How do I sell a Gift Card?
  14. How do I sell a Gift Certificate?
  15. How do I issue In-Store Credit?
  16. How can I see sales totals for my customers (like what they owe us, what we owe them, and what they've spent over time)?
  17. How do I create and use coupons?
  18. How do I use the Cash Drawer Counter?
  19. How do I add a country?
  20. How do I add a Tax Exception Reason?
  21. How do you create custom payment types?
  22. How do you print a large receipt for a transaction?
  23. How do you exchange a product for a customer?
  24. How do I use rounded payments?
  25. How do I see who took a payment?
  26. How do I change the customer in a transaction?
  27. How do I charge a purchase to Purchase on Account (accounts receivable)?
  28. How do I set up Purchase on Account for a customer (accounts receivable)?
  29. How do I close Purchase on Account for a customer (accounts receivable)?
  30. How do I post a payment to Purchase on Account (accounts receivable)?
  31. How do I send invoices for Purchase on Account (accounts receivable)?
  32. How do I handle Special Orders?
  33. How do I process a cash payment?
  34. How do I process a check payment?
  35. How do I process a custom payment type?
  36. How do I process an eCommerce payment?
  37. How do I process a financing payment?
  38. How do I process a gift certificate payment?
  39. How do I process a gift certificate payment?
  40. How do I process an in-store credit payment?
  41. How do I manually process a credit card, Trek Card, or gift card payment?
  42. How do I process credit or debit card payments using my Ingenico payment terminal?
  43. How do I process a Trek Card payment?
  44. How do I process a trade-in payment?
  45. How do I manage Discount Reasons?
  46. How do I discount items on a transaction?

Feedback and Knowledge Base