To enter a cash sale for a credit card follow the easy steps below. Note that these instructions begin after all products and customer information has been entered for the sales order. For instruction regarding those aspects of sales order entry, see the enter a sales order instructions and follow the cash sale link when you come to the end.
Note: The system will only prompt you for detailed credit card information if you are using a merchant processor that is integrated with Inform (ICVerify or Authorize.Net). If you are using a separate swipe pad to charge the credit card, you will only be asked to enter the type of card in this screen.
1.Under the Final tab, check the box to the right of the Cash Sale Order field.
2.Enter the payment amount in the Cash Tendered field and press Tab. If you enter an amount that is greater than the Total, the Point of Sale window will pop up asking you if you will be giving change or if you want to deposit the difference as a credit on your customer's account.
3.Select "Credit Card" from the Payment Type drop down menu.
4.If you are using ICVerfiy or Authorize.NET to process credit cards, the Credit Card Entry window will pop up. Swipe the card through the credit card machine, or manually enter the information into the appropriate fields, then click the OK button. Once the card has been approved, click the Exit button to return to the screen and save the order. If you do not have this option enabled, simply enter the credit card type and process the card separately as you normally would. |
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Note: If the customer has previously used a credit card, you can click the 
in the Credit Card Entry window to select the previously entered card information.
5. You can then capture your customer's signature for the payment (if you have a signature capture pad attached to your computer) by clicking on the Signature tab, then clicking the Sign button. Have the customer sign the signature pad, then enter their name into the Signed By field. The signature will be saved to the Sales Order. If you do not require a signature, skip to step 6.
6. Now, click the Save button in the bottom toolbar to save the Sales Order and payment. Click the P.O.S. Invoice button to print a receipt for the customer. For more information regarding Sales Order signatures, see the Final tab screen.