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...")
 
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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 [[file:process1.png]]
# Log In
# Log In
## Username: cstaff@mfrl.org
## Username: cstaff@mfrl.org
## Password: ***
## Password: ***
# Click Transactions
# Click Transactions [[file:process2.png]]
# Click Add Transaction [[file:process3.png]]
# Click Add Transaction
# Enter in the payment reason and initials into order field, enter total, then click appropriate payment method (either insert or swipe) [[file:process4.png]]
# 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
# 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 Inserting a chip card, insert into card reader with card and front of reader facing you. Click Add Transaction after information populates [[file:process5.png]]
## If swiping card, swipe with magnetic strip facing down and away from 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.  
## If you need to clear the information, click Clear. [[file:process6.png]]
## NEVER MANUALLY ENTER CREDIT CARD INFORMATION
## NEVER MANUALLY ENTER CREDIT CARD INFORMATION
 
# If approved, you will see this screen. [[file:process7.png]]
# If approved, you will see this screen.  
# To print a receipt, choose Print Standard Receipt and print to Circ Desk. Do not print to receipt printer.  [[file:process8.png]]
 
# To print a receipt, choose Print Standard Receipt and print to Circ Desk. Do not print to receipt printer.  
   
# When finished, hit Done and return card to patron
# When finished, hit Done and return card to patron

Revision as of 12:22, 7 October 2022

To Process a Credit Card Transaction

  1. Click “Dex” shortcut on desktop
  2. Log In
    1. Username: cstaff@mfrl.org
    2. Password: ***
  3. Click Transactions
  4. Click Add Transaction
  5. Enter in the payment reason and initials into order field, enter total, then click appropriate payment method (either insert or swipe)
  6. Insert card if chip present, or swipe if not
    1. If Inserting a chip card, insert into card reader with card and front of reader facing you. Click Add Transaction after information populates
    2. If swiping card, swipe with magnetic strip facing down and away from you. Click Add Transaction after information populates.
    3. If you need to clear the information, click Clear.
    4. NEVER MANUALLY ENTER CREDIT CARD INFORMATION
  7. If approved, you will see this screen.
  8. To print a receipt, choose Print Standard Receipt and print to Circ Desk. Do not print to receipt printer.
  9. When finished, hit Done and return card to patron