CPL1: ServeFirst Credit Card system; How to Process a Credit Card (01-29-24)
- NICOLE HONE |
- 8 steps |
- 38 seconds
ServeFirst site has two commonly used options to process Credit Cards:
- OPTION-1: Credit Card available of file
- OPTION-2: Single transactions
Both options start in the "Process Transaction" menu tab
Three sections to complete:
- Card information
- Customer Account Number
- Invoice Number(s)
1
Select "Process Transaction" tab:
Both Credit Cards available on File & Single Transactions are processed here:
OPTION-1: Credit Card available on File Transactions
2
"CARD" INFORMATION section: Credit Card available on File
Select "CUSTOMER" field: Typing the customer account number or customer account name provides a drop down. Simply choose the correct customer account.
This automatically populates the credit card information on file, except the CVV security number.
3
Enter dollar amount of transaction.
Surcharge option: used to add Credit Card Handling fee when required.
- Surcharge option: used to add Credit Card Handling fee when required.
- NOTE: Standard Credit Card Handling Fee is 3%. See company policies to determine requirements to charge this fee!
- System automatically calculates the total to include this fee. EXAMPLE:
NOTE: All next steps are same as "Single Transactions". Follow remaining steps below. STEPS 5 through 8.
Tip! Customer's that keep credit cards on file may have multiple credit cards. These can be found in the "Credit Number" field. Simply click on the drop down arrow then select card.
EXAMPLE:
OPTION-2: Single Transactions
4
CARD" INFORMATION section: Manually type in credit card information
- Name on Card
- Credit Card number
- Card's Expiration Month: (MM)
- Card's Expiration Year (YYYY)
- CVV security code (Visa/Master Card three digits, AmEx: four digits)
- Dollar amount of transaction
- Surcharge option: used to add Credit Card Handling fee when required
- Email address to send credit card receipt
Tip! Surcharge option: standard Credit Card Handling Fee is 3%. See company policies to determine requirements to charge this fee!
System automatically calculates the total to include this fee. EXAMPLE:
5
Second is CUSTOMER ACCOUNT # section: Type in customer's account number.
NOTE: Always enter Master account number, NOT sub-account number.
6
Third is INVOICE NUMBER section: Type the invoice number(s)
NOTE: To list more than one invoice just leave a space between the different invoices
7
Last step to process credit card: Press the "Process Transaction" button on the lower righthand side.
8
An "Approved" screen appears. This gives options to print or email receipts.
Once concluded press the "DONE" button.
