DexProcessing: Difference between revisions

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==== To Process a Credit Card Transaction ====
==== To Process a Credit Card Transaction ====
# Click “Dex” shortcut on desktop [[file:process1.png]]
*Click “Dex” shortcut on desktop  
# Log In
 
## Username: cstaff@mfrl.org
[[file:process1.png]]
## Password: ***
 
# Click Transactions [[file:process2.png]]
*Log In
# Click Add Transaction [[file:process3.png]]
*Click ''Transactions'' in left column
# Enter in the payment reason and initials into order field, enter total, then click appropriate payment method (either insert or swipe) [[file:process4.png]]
 
# Insert card if chip present, or swipe if not
[[file:process2.png]]
## 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. [[file:process5.png]]
 
## If you need to clear the information, click Clear. [[file:process6.png]]
*Click ''Add Transaction'' at top right
## NEVER MANUALLY ENTER CREDIT CARD INFORMATION
 
# If approved, you will see this screen. [[file:process7.png]]
[[file:process3.png]]
# To print a receipt, choose Print Standard Receipt and print to Circ Desk. Do not print to receipt printer. [[file:process8.png]]
 
# When finished, hit Done and return card to patron
 
*Enter the following information
**Click "More Options" (1) to display the Order Number box (2).  This is where payment reason ("fax") or User ID is entered.
**Charge Amount (3)
*** Our transactions will always be a Debit Sale, and no tax.
 
[[file:process4.png|500px]]
 
 
*Insert the card into card reader with card and front of reader facing you. Click Add Transaction (5) after information populates.
**If the card will not read being inserted, select Swipe (4) then try the swiping the card
**Do not enter the CVV or zip/postal code
**NEVER MANUALLY ENTER CREDIT CARD INFORMATION
 
*This is the payment confirmed screen. To print a receipt, choose ''Print Standard Receipt''.
*When finished, hit Done and return card to patron
 
[[file:process8.png|500px]]

Revision as of 05:58, 11 October 2022

To Process a Credit Card Transaction

  • Click “Dex” shortcut on desktop

  • Log In
  • Click Transactions in left column


  • Click Add Transaction at top right


  • Enter the following information
    • Click "More Options" (1) to display the Order Number box (2). This is where payment reason ("fax") or User ID is entered.
    • Charge Amount (3)
      • Our transactions will always be a Debit Sale, and no tax.


  • Insert the card into card reader with card and front of reader facing you. Click Add Transaction (5) after information populates.
    • If the card will not read being inserted, select Swipe (4) then try the swiping the card
    • Do not enter the CVV or zip/postal code
    • NEVER MANUALLY ENTER CREDIT CARD INFORMATION
  • This is the payment confirmed screen. To print a receipt, choose Print Standard Receipt.
  • When finished, hit Done and return card to patron

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