Tutorial – Using a Card Reader for Reports

If you have a card reader attached to you workstation and setup in PC Verifier, you can get a listing of all credit card transaction for a particular card. This is ideal if a customer has a running tab, the customer gave you an expired version of the same credit card, or you need to issue a void or credit from a previous transaction. PC Verifier will examine the card information and return all transactions that have the same credit card number. To do this:

1.

Click Reports.
Make sure the card reader is ready by viewing the information at the bottom left hand corner of the screen. Also make sure the printer is turned.

2.

Select All Records from the Day list.

3.

Select All Rep IDs from the Rep ID list.
The Rep ID list only appears if you have Level 1 or Administrator access. Thus, Level 2 or Level 3 users will only be able to display matching transactions that are associated with their Rep ID.

4.

Set the Cards check option as checked (on).

5.

Uncheck Pending and VCA check options.
If you only want to display Pending or Void/Credit/Adjusted transactions, you would check on the appropriate option. In this example, we want to display all transactions.

6.

Swipe the credit card.
All transactions for the above parameters that match the card number will be displayed in the list.