Process a Trek Card payment

  1. From the Payment toolbar, click the Trek CC button.
  2. The Amount field automatically populates with the amount due on the transaction. If the amount the customer wishes to charge is different, enter that amount instead.
  3. 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.
  4. From the Purchase Description drop-down, select the category which best fits the majority of the customer’s purchase.
  5. Click the Take Payment button and have the customer swipe the card on your Ingenico payment terminal.
  6. If the customer overpaid on the transaction, the Change Due dialog box displays. Click OK to return cash to the customer.

Additional Resources:



Trek University Video: Trek Card to close the sale  

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