Taking Express Payments

The Express Contact feature allows you to bypass linking contact information to a payment. This time-saving option handles payments for a large number of people when you don't need to track the purchaser's contact information (for example, for the beginning-of-school fees, summer school, concession transactions, and event ticket purchases, etc.)

Follow the procedure below to take an express payment:

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 Order Entry customers.

Order Entry—Customer Screen to Search for an Existing Contact

2.	Click Express Contact at the bottom of the screen. The Order Entry—Shopping Cart appears on the screen. At the top, "Customer Data Entry Skipped" indicates that you are bypassing entering contact information for this customer.

Order Entry—Shopping Cart

3.	At the Order Entry—Shopping Cart screen, click Add Item to Cart. The Edit Item screen appears listing items available for purchase.

Edit Item Screen Showing All Items for Purchase

4.	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."

Edit Item Screen for 5K City Fun Run

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.

Order Entry—Shopping Cart

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

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

8.	The Order Entry checkout screen appears.

Order Entry—Checkout Screen

9.	Do the following, depending on the payment type:

•	Phone or Mail Payments

Type the payment information in 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.

•	In-Person Payments

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 was either 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.

b)	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.

10.	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 option to select the last item in the cart from the last purchase for subsequent payments makes it easy to handle high-volume repetitive payments.

The next time you swipe the same credit card at the Order Entry— Checkout screen, the option appears: Use a card from a previous purchase. Select the desired card to use and click Complete Order. A message appears indicating that the order was placed successfully.

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.

Taking Express Payments				Taking_Express_Payments Dear E-Z Help Staff,
Taking Express Payments