Access the Sale screen by clicking Transact Sale from the left navigation menu.
Note — If Direct Swipe is active on the account, a Swipe dialog box will appear. If the User does not want to Swipe this transaction, press the Cancel button on the box.
Required fields are color coded on all transaction screens.
Select a Payment Type. This will default to Credit Card. Selecting Purchasing Card will allow the addition of Level 2 Data elements to the transaction including Tax Amount, PO Number and Ship to Zip Code.
Select a Transaction Type Indicator. This will default based on the account configuration but can be changed on a per-transaction basis. This flag will indicate the environment in which the payment was accepted.
eCommerce = Internet
MOTO = Card Not Present or Mail Order/Telephone Order
Retail = Card Present or Face-to-Face
Enter the credit card number, without spaces, in the Account Number field and select the appropriate month and year from the Expiration Date drop-downs for the card.
Enter Transaction Amount. Transaction Amount must include a decimal point and 2 places to the right (e.g., 1.25 or .50).
If Purchasing Card was selected as the Payment Type, 4 new fields will appear at the bottom of the Sale Information section.
Tax Amount is required if the Tax Indicator is set to Taxable.
PO Number is required if Purchasing Card was selected.
Ship to Zip Code is Required for American Express Purchasing Cards.
Once the required fields are complete, select the sale button to process the transaction.
I am extremely happy with TransFirst! The Transaction Express saves me hours a week with the ease of transactions and the up-to-date reporting. The service team is knowledgeable and eager to help. The best part, though, is the savings. Patrick made it so easy to switch merchant accounts. I wish I would have done it years ago!
- Specialty Autoplex | Arlington, TX
Two key things here. #1 – This program has saved me hundreds of dollars a year, and #2 – the service. The last time I called my question was answered in one simple phone call. We didn't take credit cards for a long time due to the expense ... I am so glad I took the time to listen when you came in because this is so much better.
- Restaurant Owner | Palm Bay, FL
TransFirst has done everything they said they would do, and they do it every month with service and savings. We are saving very big dollars each month, so we are very happy with the service.
- Police Benevolent Association | McDonough, GA
I'm writing to thank you for the superb customer support you've offered us in the setting up of our account. Your prompt replies to my questions, even through your illness, speaks very well of your organization and your own sense of responsibility. I would ask you to kindly forward this note to your supervisor, because I want him/her to appreciate your 'above and beyond' approach to your clients.