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Merchant Partners

The Merchant Partners interface allows you to process credit & debit cards, process check guarantee transactions, interface with consumer credit applications and process gift cards.


Setup

Merchant Partners Setup
  1. Select File, Settings (Alt + F, S) from the main drop-down menu and click the Miscellaneous link.
  2. Select the Interfaces tab.
  3. Enter the information and options assigned by Merchant Partners.
  4. Click <Save>.
  5. See Also: Miscellaneous Settings

Processing a Charge

  1. Open the Cashier and select Credit Card or ATM.
    Merchant Partners Cashier

     
  2. Enter the amount paid and any other necessary information.
  3. Click <Collect>. (Alt + O)
    Merchant Partners Charge

     
  4. Swipe or enter the card information.
  5. Enter any additional information needed.
  6. Click <Process>.
    (Swiping the card omits the last step.)
Back to Top

Processing a Refund (with original transaction)

  1. Open the Cashier and select Credit Card or ATM.
    Merchant Partners Credit

     
  2. Enter the NEGATIVE dollar amount you want to credit (i.e. $ -156.32). This must be a NEGATIVE number.
  3. Click <Collect>. (Alt + O)
  4. Select the original transaction you are going to credit from the list and click <Okay>. (Alt + O)
    Merchant Partners Credit Previous

     
  5. Click <Process>.
    Merchant Partners Credit Process

     
Back to Top

Processing a Refund (without original transaction)

  1. Open the Cashier and select Credit Card or ATM.
    Merchant Partners Credit

     
  2. Enter the NEGATIVE dollar amount you want to credit (i.e. $ -156.32). This must be a NEGATIVE number.
  3. Click <Collect>. (Alt + O)
  4. Click <Skip>. (Alt + K)
    Merchant Partners Credit Skip

     
  5. Swipe or enter the card information and click <Process>.
    Merchant Partners Credit Process Non Original

     
Back to Top

Check Guarantee

  1. Open the Cashier and select Check Guarantee.
    Merchant Partners Cashier Check

     
  2. Enter the amount paid and any other necessary information.
  3. Click <Collect>. (Alt + O)
    Merchant Partners Check Guarantee

     
  4. Scan or enter the check.
  5. Enter any additional information needed.
  6. Click <Process>.
Back to Top

Credit Applications


Synchrony (was CarCareONE)

  1. Open the Cashier or Edit Customer window and select Credit Application.
  2. Click <Synchrony>.
    Merchant Partners Credit Application

     
  3. Accept the Terms & Conditions and click <Next>.
    Merchant Partners CareCareOne 1

     
  4. Enter any required applicant information and click <Next>.
    Merchant Partners CareCareOne 2

     
  5. Enter the Co-applicant information if needed and click <Next>.
    Merchant Partners CareCareOne 3

     
  6. Accept the disclaimer and have the customer sign if prompted.
    Merchant Partners CareCareOne 4

     
  7. Click <Submit>.
  8. Write the account number and credit limit on the application and click <OK>.
    Merchant Partners CareCareOne 5

     
  9. A Tokenized payment method for Synchrony will appear in the payment method drop-down of the Cashier window. Use this as the payment method to process the payment.
    Merchant Partners CareCareOne 6

     
Back to Credit Applications | Back to Top

CFNA

  1. Open the Cashier or Edit Customer window and select Credit Application.
  2. Click <CFNA>.
    Merchant Partners Credit Application

     
  3. Enter any additional information needed and click <Next>.
    Merchant Partners CFNA 1

     
  4. Enter any additional information needed and click <Next>.
    Merchant Partners CFNA 2

     
  5. Print the Terms & Conditions and enter the code at the bottom of the printout.
    Merchant Partners CFNA 3

     
  6. Click <Next>.
  7. Sign the credit application.
    Merchant Partners CFNA 4

     
  8. Click <Submit>.
  9. Write the account number and credit limit on the application and click <OK>.
    Merchant Partners CFNA 5

     
  10. A Tokenized payment method for CFNA will appear in the payment method drop-down of the Cashier window. Use this as the payment method to process the payment.
    Merchant Partners CFNA 6

     
Back to Credit Applications | Back to Top

Drive Card

  1. Open the Cashier or Edit Customer window and select Credit Application.
  2. Click <DriveCard>.
    Merchant Partners Credit Application

     
  3. Enter any additional information needed.
    Merchant Partners DriveCard 1

     
  4. Click <Next>.
  5. Enter any additional information needed.
    Merchant Partners DriveCard 2

     
  6. Click <Submit>.
  7. Write the account number and credit limit on the application and click <OK>.
    Merchant Partners DriveCard 3

     
  8. A Tokenized payment method for Drive Card will appear in the payment method drop-down of the Cashier window. Use this as the payment method to process the payment.
    Merchant Partners DriveCard 4

     
Back to Credit Applications | Back to Top

Goodyear

  1. Open the Cashier or Edit Customer window and select Credit Application.
  2. Click <Goodyear>.
    Merchant Partners Credit Application

     
  3. Enter any additional information needed.
    Merchant Partners Goodyear 1

     
  4. Click <Next>.
  5. Enter any additional information needed.
    Merchant Partners Goodyear 2

     
  6. Click <Submit>.
  7. Write the account number and credit limit on the application and click <OK>.
    Merchant Partners Goodyear 3

     
  8. A Tokenized payment method for Goodyear will appear in the payment method drop-down of the Cashier window. Use this as the payment method to process the payment.
    Merchant Partners Goodyear 4

     
Back to Credit Applications | Back to Top

Service Central

  1. Open the Cashier or Edit Customer window and select Credit Application.
  2. Click <Service Central>.
    Merchant Partners Credit Application

     
  3. Enter any additional information needed.
    Merchant Partners Service Central 1

     
  4. Click <Next>.
  5. Enter any additional information needed.
    Merchant Partners Service Central 2

     
  6. Click <Submit>.
  7. Write the account number and credit limit on the application and click <OK>.
    Merchant Partners Service Central 3

     
  8. A Tokenized payment method for Service Central will appear in the payment method drop-down of the Cashier window. Use this as the payment method to process the payment.
    Merchant Partners Service Central 4

     
Back to Credit Applications | Back to Top

Changing Account on File Information

  1. Open the Cashier and select the Account on File you want to change under Payment Method.
    Merchant Partners Cashier Token

     
  2. Click the Account on File Lookup link.
  3. Click <Search>.
    Merchant Partners Account Lookup Search

     
  4. Change the appropriate information.
    Merchant Partners Account Lookup Save

     
  5. Click <Save>.
Back to Top

Deleting an Account on File Token

  1. Open the Cashier and select the Account on File you want to delete under Payment Method.
    Merchant Partners Cashier Token

     
  2. Click the Account on File Lookup link.
  3. Click <Search>.
    Merchant Partners Account Lookup Search

     
  4. Click <Delete>.
    Merchant Partners Account Lookup Delete

     
  5. Click <Yes> on the delete confirmation dialog.
  6. Click <OK> on the token deleted dialog.
  7. Click <Close>.
Back to Top

Gift Cards


Issue New Card

  1. Open the Cashier or Edit Customer window and select Gift Card.
  2. Click <Issue New Card>. (Alt + I)
    Merchant Partners Gift Card

     
  3. Swipe the card or enter the card number.
    Merchant Partners Issue Gift Card

     
  4. Enter the dollar amount to issue.
  5. Click <Issue>.
Back to Gift Cards | Back to Top

Add Value to Card

  1. Open the Cashier or Edit Customer window and select Gift Card.
  2. Click <Add Value to Card>. (Alt + A)
    Merchant Partners Gift Card

     
  3. Swipe the card or enter the card number.
    Merchant Partners Add Value to Gift Card

     
  4. Enter the dollar amount to add.
  5. Click <Add Value>.
Back to Gift Cards | Back to Top

Balance Inquiry

  1. Open the Cashier or Edit Customer window and select Gift Card.
  2. Click <Balance Inquiry>. (Alt + B)
    Merchant Partners Gift Card

     
  3. Swipe the card or enter the card number.
    Merchant Partners Gift Card Balance

     
  4. Click <Check Balance>.
Back to Gift Cards | Back to Top

Deactivate Card

  1. Open the Cashier or Edit Customer window and select Gift Card.
  2. Click <Deactivate Card>. (Alt + D)
    Merchant Partners Gift Card

     
  3. Swipe the card or enter the card number.
    Merchant Partners Deactivate Gift Card

     
  4. Click <Deactivate>.
Back to Gift Cards | Back to Top

See Also: Cashier


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