Tutorial - Using a Credit Card Reader

Using a reader for credit card sales is a simple fast approach to error-free sales. This tutorial assumes that you have already set up your credit card reader and receipt printer in the Options screen. If you have not yet setup your card reader, see Setting up Printers and Readers for details.

1.

Start PC Verifier.

2.

Enter your User password.
Credit Card sales work with any security level access.

3.

Click on Cards.
If your card reader is set up correctly, the message Ready to Swipe Card on XXX will be displayed in the lower left side of program. XXX indicates the type of connection (Com, USB, or Keyboard). Make sure your reader is attached to that port and that it is turned on.

4.

Swipe the credit card through the reader.
Upon a successful read, the Amount keypad will appear.

5.

Enter 1000. ($10.00)
The keypad automatically formats the currency in dollars and cents. Thus, entering 100 using the keypad or the keyboard will display $1.00. A minimum of $1.00 is required for a transaction. In the example here, $10.00 is entered as the amount. Press the Enter key on the keypad or keyboard to accept the amount.

6.

Enter a Tip.
If the Prompt for Tip option is checked in the Options screen, then the next keypad to appear is the Tip screen. Tips are optional and need not be entered. In the example below, a tip of $2.50 is entered (enter 250 using the keypad).

7.

Enter a Reference.
If the Prompt for Reference option is checked on the Options screen, then the Enter reference dialog box will appear. PC Verifier automatically fills this information in for you, yet you have the option to manually change it using the keyboard. The most common use of the reference field is to enter your company’s sales order or invoice number. This makes end-of-month reconciliation easier for your accounting department. If you do not wish to enter a reference number yourself, you can use the auto-fill settings.

There are two auto-fill settings. The default setting uses a date stamp, followed by the last four digits of the credit card number. The second setting uses both a date and time stamp. Pressing the F2 function key on the keyboard will toggle between the two different settings. In the example here, F2 is used to toggle from the Date-Card stamp to the Date-Time stamp and accepted by pressing the ENTER key on the keyboard (or clicking the OK button).


After completing the wizards, the Credit Card Sales screen will have all the necessary information to process the sale.

8.

Press Process.
If the Process button is highlighted, you can also press the ENTER key on the keyboard.
A connection to the internet is attempted and the transaction processing window appears indicating the processing status of the current transaction.

If a transaction is successfully approved, the Approval screen will appear. If the transaction is declined, then a message box will appear indicating the reason for the decline. Furthermore, if the Print approvals automatically option is checked and your printer is set up correctly, then a receipt will start printing once the Approval screen appears. This tutorial assumes that the Print approvals automatically option is off.

9.

Click Print.
If a receipt printer is set up in options, the Print button will be enabled. Use the Print button to print a receipt of the approved transaction.

10.

Click OK.
Once finished with the approved transaction, click on the OK button to return back to a new Sale screen. You are now ready for your next sale. The last approved transaction also appears at the bottom left corner of PC Verifier. This is the last approved transaction on the current workstation.