Taking a Payment Linked to a Contact

The following process allows you to make a payment for a current customer, edit a current customer's contact information, and add new customer contact information and make a payment for them:

1.	On the Dashboard home page, go to New Dashboard and click Go. On the next screen, click Order Entry. The Order Entry—Customer screen appears displaying a current list of customers.

Customers who have ordered through the Web Store and/or Order Entry (whose contact information was saved) are listed here and can make payments through Order Entry.

Order Entry—Customer Screen to Search for an Existing Contact

2.	To find a current customer to edit their contact information, to select a customer for a payment, or both, do the following:

Scroll through the list to find the customer or narrow your search by typing the beginning letter(s) of the customer's first or last name in the appropriate field at the bottom. Customer names that match appear in the Search for existing contacts screen. For example, typing "Davis" in the Last name field lists all customers with the last name of Davis as shown in the example below.

Search for Existing Contacts

b)	If you don't have any changes to make to the customer contact information, go to step c. To edit contact information, highlight the desired customer name and click Edit. The Edit Contact screen appears as shown in the example below.

Edit Contact Screen for George Davis

Make your changes and click Save. The Order Entry—Shopping Cart with the customer's name and address appears on the screen.

Order Entry—Shopping Cart for George Davis

c)	Highlight the customer name in the Search for existing contacts screen and click Select or double-click on the customer name to display the Order Entry—Shopping Cart with the customer's name and address.

If you search for a customer and can't find them in the list of existing contacts, click New Customer to add them. The Edit Contact screen appears. Enter the customer's contact information, including email address. Click Save. The Order Entry—Shopping Cart with the customer's name and address appears on the screen.

At the completion of their first purchase, the customer will receive an email from RevTrak assigning them a user name and an initial password. A link is provided in the email for changing their password. If a customer wants to pay through your Web Store in the future, they are automatically set up with their user name and password to do so.

Edit Contact Screen

4.	Click Add Item to Cart. The Edit Item screen appears listing items for purchase.

Edit Item Screen Showing All Items for Purchase

Scroll through the list to find the desired item or enter a letter or multiple letters into the Search field to limit the search to only items that contain a specific letter sequence. For example, in a long list of items, you can narrow your search to only item names that contain the word "trip."

5.	Highlight the item name in the Edit Item screen and click Select or double-click on the item name to display the Edit Item screen with quantity, cost, etc.

Edit Item Screen for 5K City Fun Run

In the Edit Item screen, enter the desired quantity and additional information if requested. Click Save. The Order Entry—Shopping Cart appears on the screen with the item.

6.	Continue to add items to the cart by clicking Add Item to Cart and following steps 4 - 5.

7.	On the Order Entry—Cart screen, click Next when you have completed adding items to the cart.

Order Entry—Shopping Cart

8.	The Order Entry Checkout screen appears.

Order Entry—Checkout Screen Before Payment

9.	Checkout Process for First-Time Customer (select one):

a)	Enter payment information into the payment screen

(credit card number, cardholder name, and expiration month and year)

For typed-in credit card data, the receipt does not automatically appear as it does when you swipe a credit card nor does it have a signature line.

b)	Swipe a Credit Card:

Swipe the customer's credit card through the card reader, making sure the magnetic strip on the credit card faces the light on the card reader. A red light indicates an error. Swipe the card again. A green light indicates that the card has been read. A message appears on the screen indicating that the order either was placed successfully or failed.

If the payment failed, click the Enter Payment Info Again button, which will take you back to the Order Entry Checkout screen to re-enter the payment information or click the Cancel button to cancel the payment and return to the Order Entry Customer screen. For an error other than any type of card decline, contact your RevTrak Rep for assistance.

If you accidentally swipe the card twice, the card reader will record it only once so there won't be a duplicate payment.

The receipt with a signature line and the Print dialog box automatically appears allowing you to print two copies of the receipt, if desired, one for the customer to sign and one for their records. You can also click the View Receipt button at the Order Entry—Checkout screen.

Customer Receipt

10.	Checkout Process for Returning Customer (select one):

a)	Enter payment information into the payment screen

For typed-in credit card data, the receipt does not automatically appear as it does when you swipe a credit card nor does have a signature line.

b)	Swipe a Credit Card:

At the Order Entry— Checkout screen, click Use a card from a previous purchase. The Order Entry—Checkout screen displays the message, "Please select a card." Select the desired card ((identifiable only by the last four digits of the card number) to use and click Complete Order.

This option also allows you to enter a new card or remove a card at this time.

Select a Card Screen

For security reasons the system does not store credit card numbers, type, or expiration date. A secure token is used to retrieve a previously used credit card.

11.	For both transaction types, a message appears indicating that the order was either placed successfully or failed.

12.	Click New Order to take the next payment, Back to Main Dashboard to return to the Dashboard home page, or View Receipt to view the customer's receipt.

If you are following this procedure for mass payments of a single item, after taking the first payment, you can use the Express Cart feature to take additional payments from other customers. The ability to select the last item in the cart from the last purchase for subsequent payments makes it easy to handle high-volume repetitive payments.

Taking a Payment Linked to a Customer Contact				Taking_a_Payment_Linked_to_a_Contact Dear E-Z Help Staff,
Taking a Payment Linked to a Customer Contact