Charge Anywhere for Windows User Guide

Transcription

1 Charge Anywhere for Windows User Guide CHARGE Anywhere for Windows Version Last Revision: 09/02/2008 Charge Anywhere LLC. All trademarks, service marks, and trade names referenced in this material are the property of the respective owners

2 Table of Contents INTRODUCTION... 3 PART I: INSTALLATION... 4 PART II: CURRENT FEATURES OPEN/EXIT APPLICATION SETUP PROCESS TRANSACTIONS How to process a sale How to process a void How to process a return MANAGE TRANSACTIONS ROTATE KEY ABOUT CHARGE ANYWHERE FOR WINDOWS APPENDIX: UN-INSTALLATION Table of Contents 2

3 Introduction This document describes the features and functionality of Charge Anywhere for Windows. Part I: Installation of the document describes the operations that need to be performed in order to install the application. Part II: Current Features deals with the description of the main application features. A. Necessary operations before using the application Before using the application, see the Open/Exit Application - it describes how to open/exit Charge Anywhere for Window application and Setup it gives you details about the initial settings. B. Processing transactions You will find details about the current operations in the next three sub-chapters (Processing Transactions): Process Sale gives you step-by-step instructions on how to create a sale Process Void explains how you can void a sale Process Return presents how to process return on a sale Additionally, the user can print the credit card receipts for one or several sales see Print Credit Card Receipts. The Manage Transactions shows how to access the Gateway in order to manage transactions directly on the Gateway. You can find out how you can rotate encrypted keys from Rotate Keys sub-chapter. C. Information about Charge Anywhere for Windows In About Charge Anywhere for Windows you will be given details about the version of the application. There is one Appendix on un-installing the application. Introduction 3

4 Part I: Installation The application requires Microsoft.Net Framework 2.0. In case you don t have this component installed on your computer, the installer will assist you with downloading and installing them. There are three options: - Install Server: to install the server on a computer; usually the server is installed in the local network and this operation is usually done by a Network Administrator see Installing the Server (first option) - Install Client: to install the application on a computer see Installing Client (second option) - Install Client and Server: to install both application and server on a computer; this third option is for those users who want to work locally (standalone) see Installing Client and Server (third option) Installing Server (first option) The following steps need to be performed: Unzip the Charge Anywhere for Windows.zip file to a folder on your computer. Double-click the Charge Anywhere for Windows.exe file to start the installation. The Entry Setup window will be displayed; click Next: Install Server and Application 4

5 Select Install Server and click Next: In the next dialog select a location where the server will be installed; click Next. Install Server and Application 5

6 By default the server will be installed in C:\Comstar Interactive\Charge Anywhere for Windows\. If you want to install the server in a different folder, click the Browse button (see above); select a new location from the Look in drop-down list and click OK: Next click Install: Install Server and Application 6

7 A progress bar window will inform you about the status of installation; this step may take several moments: To complete the installation click Finish: Install Server and Application 7

8 Installing Client (second option) NOTE: You cannot install both the server and the application on the same computer unless you select the third option (Install Client and Server). Thus, if the Server has previously been installed (the first option, Install Server), you should remove it from the computer before installing the application (the second option, Install Client). The following steps need to be performed: Unzip the Charge Anywhere for Windows.zip file to a folder on your computer. Double-click the Charge Anywhere for Windows.exe file to start the installation. The Entry Setup window will be displayed; click Next: Install Server and Application 8

9 Select Install Client and click Next: In the next dialog select a location where the application will be installed; click Next. By default the application will be installed in C:\Comstar Interactive\Charge Anywhere for Windows\. If you want to install the application in a different folder, click the Browse button (see above); select a new location from the Look in drop-down list and click OK: Install Server and Application 9

10 Next click Install: A progress bar window will inform you about the status of installation; this step may take several moments: Install Server and Application 10

11 Select the path to the server location (the server is located in the same place that you have mentioned when installing it; by default C:\Comstar Interactive\Charge Anywhere for Windows\): Click Continue. To complete the installation click Finish: Installing Client and Server (third option) Install Server and Application 11

12 The following steps need to be performed: Unzip the Charge Anywhere for Windows.zip file to a folder on your computer. Double-click the Charge Anywhere for Windows.exe file to start the installation. The Entry Setup window will be displayed; click Next: Select Install Client and Server and click Next: In the next dialog select a location where both the application and server will be installed; click Next. Install Server and Application 12

13 By default the application and server will be installed in C:\Comstar Interactive\Charge Anywhere for Windows\. If you want to install the application and server in a different folder, click the Browse button (see above); select a new location from the Look in drop-down list and click OK: Next click Install: Install Server and Application 13

14 A progress bar window will inform you about the status of installation; this step may take several moments: To complete the installation click Finish: Install Server and Application 14

15 Once installed, the application can be accessed by: Going to Start -> All Programs -> Charge Anywhere for Windows -> Charge Anywhere for Windows Or Double-clicking the icon installed on the desktop: Install Server and Application 15

16 Part II: Current Features The Current Features chapter contains the following sub-chapters: 1. Open/Exit Application 2. Setup 3. Process Transactions 3.1 How to process Sale 3.2 How to process Void 3.3 How to process Return 4. Printing Card Credit Receipts 5. Manage Transactions 6. Rotate Key 7. About Charge Anywhere for Windows NOTE: There are described only the features that have been implemented so far. Part II: Current Features 16

17 Open/Exit Application To open the application: Go to Start -> All Programs -> Charge Anywhere for Windows -> Charge Anywhere for Windows Or Double-click the icon installed on the desktop: Once you have followed the link or double-clicked the desktop icon, a new icon will be displayed in the taskbar: To exit the application, right-click the taskbar icon and then select Exit: Open/Exit Application 17

18 Setup First you need to make the initial settings. Thus, right-click the taskbar icon and select Setup: The following window will be displayed: You need to fill in all the fields from the four tabs (1 4) and click OK. Setup 18

19 The Setup window has four tabs: 1. Account Information 2. Print Options 3. Synchronization Options 4. Transaction Options 1. Account Information: c a a b d a) Software License Key, Phone Number fields Introduce the Software License Key and the Phone Number, and then click the Register button: Setup 19

20 Next, you will be prompted: In case that you want to un-register the License Key, click Unregister. b) User Account s Comstar Merchant ID, Comstar Terminal ID and Identification fields As soon as you register, Comstar Merchant ID, Comstar Terminal ID and Identification fields will be automatically completed: c) Comstar Merchant ID, Comstar Terminal ID and Identification fields To complete these fields you should click the Use It button corresponding to the User Account Comstar Merchant ID, User Account Terminal ID and User Account Identification fields: Setup 20

21 d) Server Location field The Server Location will be automatically displayed: You can change the server location by clicking on the Browse button. Setup 21

22 2. Print Options a b c d f g e h i At this tab you need to: a) Complete the Credit Card Receipt Header The printing form will contain the company information entered here: - Company Name - Street Address 1 - Street Address 2 - City - State - Postal Code - Phone b) Click Peripheral Devices button in order to select the configuration of the card swiper, printer and pinpad: Setup 22

23 c) Select the Default Printer. d) Check Print Customer Credit Card Receipt and you will be able to print a Credit Card Receipt for the Customer each time when processing a sale: e) Check Print Merchant Credit Card Receipt and you will be able to print a Credit Card Receipt for the Merchant each time when processing a sale: Setup 23

24 f) Check Print Customer Name on the Credit Card Receipt and the customer name will appear on the both Customer and Merchant Receipts each time when processing a sale: Setup 24

25 g) Check Print both Receipts on the same Paper and you will be able to print both receipts, Customer s and Merchant s, on the same paper each time when processing a sale: h) At Space between Receipts you can enter a value in inches; the receipts will be separated at the distance mentioned here: Setup 25

26 i) Complete the Printing Memo field: the text entered here will appear on both Customer and Merchant Receipts: Setup 26

27 3. Synchronization Options a b c d When adding a new customer you have three options: a) Always add the new customer to the database the new customer will be saved in the database, but you will not be prompted if you want to add it in the database b) Never add to the database the new customer will not be saved in the database c) Prompt to ask you will be asked if you want to add the new customer to the database d) Time to Rotate Key: the Rotation Key operation can be done automatically at the time interval entered here Setup 27

28 4. Transaction Options a b c At this tab you can: a) Complete the Employee Number b) Complete the Tax Rate c) Select the Default Transaction There are two options: Sale and Auth only, but the last one is not implemented yet. NOTE: The three options: Employee Number, Tax Rate and Default Transaction will be automatically displayed when creating a sale: Setup 28

29 Setup 29

30 Process Transactions This chapter refers to the main operation of Charge Anywhere for Windows and it shows you how to process transactions. Thus, the user will be able to: Process Sale Process Void Process Return NOTE: Before processing any transaction, you need to enter the required information in Setup; for more details, see Setup. Process Transactions 30

31 How to process a sale In order to process a sale, you need to follow the steps described below: Step1: Select Quick Sale Right-click the taskbar icon and select Quick Sale: Or - Double-click the taskbar icon. The Quick Sale window will be displayed: Process transactions: How to process a sale 31

32 NOTE: The Employee #, TaxRate and Transaction Type can be displayed automatically depending on the values entered in Setup Transactions Options. Credit Card Number, Exp. Date and Transaction Amount fields are mandatory. Step2: Enter Credit Card Info a b c d e f g h i The following fields to be filled in: a) Customer Name b) Name on Card c) Credit Card Number d) Exp. Date e) Security options f) Invoice Number g) Employee Number h) Tax Rate i) Card Type A) Customer Name You can either: select a Customer Name from the combo-box, more precisely from the names existing in the database Process transactions: How to process a sale 32

33 You will notice that the Credit Card Number and Exp. Date are displayed automatically: Process transactions: How to process a sale 33

34 introduce a new Customer Name you might be asked to synchronize with the database, please refer to Setup Synchronization Options If you have selected in Setup: - Always add the new customer to the database the new customer will be saved in the database You will not be prompted if you want to add it in the database, but in the right-down corner of the screen a notification window will inform you about adding a new customer: - Never add to the database the new customer will not be saved in the database - Prompt to ask the new customer will be saved in the database You will be asked if you want to add the new customer to the database: Process transactions: How to process a sale 34

35 And in the right-down corner of the screen a notification window will inform you about adding a new customer: B) Name on Card Enter the name used on card. C) Credit Card Number This field is mandatory. Enter the credit card number. It will be displayed automatically if you have chosen a Customer Name from the existing names in the database. D) Exp. Date This field is mandatory. Enter the expiration date of the credit card. It will be displayed automatically if you have chosen a Customer Name from the existing names in the database. The expiration date will be displayed as MM/YY (the last two digits of the year). E) Security options For security purposes, here you need to enter the following: - AVS Street - AVS Zip - CVV F) Invoice Number Enter the invoice number. G) Employee Number It will be displayed automatically depending on the value entered in Setup Transaction Options. At the same time, the existing value can be modified manually. H) Tax Rate It will be displayed automatically depending on the value entered in Setup Transaction Options. At the same time, the existing value can be modified manually. Process transactions: How to process a sale 35

36 I) Card Type Choose the credit card type. It will be displayed automatically if you have chosen a Customer Name from the existing names in the database. Step3: Select Transaction Type Select Sale from the combo-box: Step4: Enter Purchase Code If you enter the purchase sale, the sale will be considered a level 2-sale; in case the field is left unfilled, the sale will be considered a level1-sale: Step5: Enter Amount You need to enter the Transaction Amount manually; the Tax Amount, Cash Back Amount and Total will be calculated automatically: Process transactions: How to process a sale 36

37 Step6: Process sale After have filled in all the required fields, click Send: Note: In this window you have the possibility to edit the data; if you want to return to the previous data, click Reset. A progress bar window will inform you about the status of the processing: Process transactions: How to process a sale 37

38 In this window, click: Print CC receipt The Print Preview window will be displayed: Process transactions: How to process a sale 38

39 The Print Preview window will contain the selections made in Setup / Print Options. You can change the selections in the Print Preview window also (check or un-check the three options see above). Click Print to print the credit card receipt for the current sale. Click Print receipt again if you want to print the credit card receipt for multiple sales; for more details on printing credit card receipts, please refer to Print Credit Card Receipts. Copy Result: to copy the processing results in other files After have clicked Copy Result, you can paste in a different file (for example,.txt): Close: to close the window Process New Sale: to process a new sale Process transactions: How to process a sale 39

40 How to process a void In order to process a void, you need to follow the steps described below: Step1: Select Quick Sale Right-click the taskbar icon and select Quick Sale: Or - Double-click the taskbar icon. Step2: Select Transaction Type and ID Select Void from Transaction Type combo-box: Process transactions: How to process a void 40

41 Select a transaction ID from the combo-box: Once you have selected a transition ID, all the other fields from the Quick Sale window will be automatically completed: Process transactions: How to process a void 41

42 Step3: Process void Click Send: Process transactions: How to process a void 42

43 Note: In this window you have the possibility to edit the data; if you want to return to the previous data, click Reset. A progress bar window will inform you about the status of the processing: Process transactions: How to process a void 43

44 In this window, click: Copy Result: to copy the processing results in other files After have clicked Copy Result, you can paste in a different file (for example,.txt): Close: to close the window Process New Sale: to process a new sale Process transactions: How to process a void 44

45 How to process a return In order to process a return, you need to follow the steps described below: Step1: Select Quick Sale Right-click the taskbar icon and select Quick Sale: Or Double-click the taskbar icon. Step2: Select Transaction Type and ID Select Return from Transaction Type combo-box: Process transactions: How to process a return 45

46 The Trans ID field will be displayed; select a transaction ID from the combo-box: Process transactions: How to process a return 46

47 Once you have selected a transition ID, all the other fields from the Quick Sale window will be automatically completed: Process transactions: How to process a return 47

48 Step3: Enter Transaction Amount The Transaction Amount will be displayed automatically, but you can also modify it manually: Process transactions: How to process a return 48

49 Step4: Process return Click Send: Process transactions: How to process a return 49

50 Note: In this window you have the possibility to edit the data; if you want to return to the previous data, click Reset. A progress bar window will inform you about the status of the processing: Process transactions: How to process a return 50

51 In this window, click: Copy Result: to copy the processing results in other files After have clicked Copy Result, you can paste in a different file (for example,.txt): Close: to close the window Process New Sale: to process a new sale Process transactions: How to process a return 51

52 Print Credit Card Receipts There are two situations: Printing Credit Card Receipt for the current sale Printing Credit Card Receipts at a later date 1. Printing Credit Card Receipt for the current sale After have processed a sale, click Print CC receipt: A Print Preview window will appear: Print Credit Card Receipts 52

53 The Print Preview window will contain the selections made in Setup / Print Options. You can change the selections in the Print Preview window also by checking or un-checking the three options see above). Click Print to print the credit card receipt for the current sale. Click Print receipt again if you want to print the credit card receipt for multiple sales; for more details, see below. 2. Printing Credit Card Receipts at a later date You can print Credit Card Receipts not only immediately after have processed a sale, but also at a later date. Also you can print the Credit Card Receipts for several sales. Right-click the taskbar icon and select Print Credit Card Receipts: The following window will open: Print Credit Card Receipts 53

54 There are several search criteria: Start Date and End Date the application will display only the sales that match the selected date range Approval code the application will display only the sales that have the introduced approval code Total Amount the application will display only the sales that have the same total amount as the one entered here After have introduced the search criteria, click View. Note: If you don t introduce any search criteria and you simply click View, the application will display all the existing sales: Print Credit Card Receipts 54

55 You can select: - each transaction by checking it - all transactions by clicking the Select All button - none by clicking the Select None button Click Print to start printing the credit card receipts for the selected sales. Print Credit Card Receipts 55

56 Manage Transactions The Transaction Manager menu allows you access the Gateway in order to manage transactions directly on the Gateway. Right-click the taskbar icon and select Transaction Manager: The Comstar Interactive page will open: Manage Transactions 56

57 Rotate Key For a better security of the data, the User has the possibility to rotate the encrypted keys. He/she can do this: Manually by right-clicking the taskbar icon and select Rotate Key: The next message will be prompted: Automatically The rotation key operation can be done automatically at the time interval entered at Setup Synchronization Options. Rotate Key 57

58 About Charge Anywhere for Windows You are given details about the version of the application if you right-click the taskbar icon and select About: The following window will be displayed: About Charge Anywhere for Windows 58

59 Appendix: Un-installation To uninstall the application from your computer: Go to Start > Control Panel > Add/Remove Programs, select Charge for Anywhere and click Remove. Follow the on-screen instructions when prompted. Or Go to All Programs -> Charge for Anywhere -> Uninstall Charge for Anywhere Appendix: Un-installation 59