DexProcessing: Difference between revisions

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(Created page with "==== To Process a Credit Card Transaction ==== # Click “Dex” shortcut on desktop # Log In ## Username: cstaff@mfrl.org ## Password: *** # Click Transactions # Click Add...")
 
(Dex interface changed.)
 
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==== To Process a Credit Card Transaction ====
==== To Process a Credit Card Transaction ====
# Click “Dex” shortcut on desktop
*Click “Dex” shortcut on desktop  
# Log In
## Username: cstaff@mfrl.org
## Password: ***
# Click Transactions
# Click Add Transaction
# Enter in the payment reason and initials into order field, enter total, then click appropriate payment method (either insert or swipe)
# Insert card if chip present, or swipe if not
## If Inserting a chip card, insert into card reader with card and front of reader facing you. Click Add Transaction after information populates
## If swiping card, swipe with magnetic strip facing down and away from you. Click Add Transaction after information populates.
## If you need to clear the information, click Clear.
## NEVER MANUALLY ENTER CREDIT CARD INFORMATION


# If approved, you will see this screen.  
[[file:process1.png]]


# To print a receipt, choose Print Standard Receipt and print to Circ Desk. Do not print to receipt printer.  
*Log In
*Click ''Transactions'' in left column
# When finished, hit Done and return card to patron
 
[[file:process2.png]]
 
 
*Click ''Add Transaction'' at top right
 
[[file:process3.png]]
 
Our transactions will always be Debit/Sale.
 
*Enter the following information
**Subtotal (1) which is the amount to charge.  We never add Tax
**Consumer Order ID (2).  This is where payment reason ("fax") or User ID is entered.
 
[[file:process4.png|500px]]
 
 
You will likely need to scroll down to see the remainder of the screen.
 
*Insert the card into card reader with card and front of reader facing you. Click Add Transaction (3) after information populates.
**If the card will not read being inserted, select Swipe, then try the swiping the card
**Do not enter the CVV or zip/postal code
**NEVER MANUALLY ENTER CREDIT CARD INFORMATION
<BR>
*Below is the payment confirmed screen. To print a receipt, choose ''Print Standard Receipt'' (only).
*When finished, hit Done and return card to patron
 
[[file:process8.png|350px]]

Latest revision as of 15:27, 5 January 2024

To Process a Credit Card Transaction

  • Click “Dex” shortcut on desktop

  • Log In
  • Click Transactions in left column


  • Click Add Transaction at top right

Our transactions will always be Debit/Sale.

  • Enter the following information
    • Subtotal (1) which is the amount to charge. We never add Tax
    • Consumer Order ID (2). This is where payment reason ("fax") or User ID is entered.


You will likely need to scroll down to see the remainder of the screen.

  • Insert the card into card reader with card and front of reader facing you. Click Add Transaction (3) after information populates.
    • If the card will not read being inserted, select Swipe, then try the swiping the card
    • Do not enter the CVV or zip/postal code
    • NEVER MANUALLY ENTER CREDIT CARD INFORMATION


  • Below is the payment confirmed screen. To print a receipt, choose Print Standard Receipt (only).
  • When finished, hit Done and return card to patron

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