SOP: How to Use HomeSource Pay Live Credit Card System
Objective:
To effectively process credit card payments using the HomeSource Pay live credit card system.
Key Steps:
Ensure that the credit card terminal setup is complete, including setting up terminals and users for payments.
Access the sales order and navigate to the "Take Payment" button at the bottom of the screen.
Select the appropriate location, payment date, and time.
Choose the payment terminal for the transaction.
Enter the payment amount or use the fast buttons for minimum deposit or balance owed.
Optionally, add a surge charge if applicable.
Click on "Process Payment" to initiate the payment transaction.
Follow the prompts on the credit card terminal to complete the payment process.
In case of offline payment, select the "Pay using offline credit card" option and follow the manual processing steps.
Use the refund or unreference refund options for any necessary refunds.
Consider saving credit card information for future charges with the order if needed.
Utilize the "Send for Payment" feature to send payment requests to customers via email or text.
Cautionary Notes:
Ensure all setup procedures for the credit card terminal and HomeSource Pay system are completed before processing payments.
Double-check all payment details before processing to avoid errors.
Refrain from saving sensitive credit card information beyond transaction IDs for security reasons.
Tips for Efficiency:
Familiarize yourself with the different types of terminals available for use.
Utilize fast buttons for quick payment processing.
Always confirm payment details with customers before finalizing transactions.
Regularly update and maintain the system for optimal performance.