Elliott Credit Card Processing Summary
Version: 8.5 & Up
Summary
Elliott Credit Card Processing is a real time solution that works with payment gateways that support all levels of processing (Levels 1, 2, and 3 depending on the payment gateway.) Currently, there are four areas in Elliott where users can enter credit card information for processing:
- Accounts Receivable > Processing > Credit Card Transaction Handle
- Accounts Receivable > Inquiry > Customer Account Summary
- Customer Order Processing > Processing > Sales Desk
- Customer Order Processing > Order Entry > Order Entry 3rd Screen (Billing screen)
Credit Card Transaction Handle
Credit Card Transaction Handle is a special version of A/R Cash Receipt that is dedicated to processing credit cards. See sample screen below:
![Image: https://support.elliott.com/assets/243622886/1%20-%20CC%20Trx%20Maintenance%20Enter.png](https://support.elliott.com/assets/243622886/1%20-%20CC%20Trx%20Maintenance%20Enter.png)
After entering the credit card number, the details will automatically be censored.
![Image: https://support.elliott.com/assets/243622889/2%20-%20CC%20Trx%20Maintenance%20Enter%20Censored.png](https://support.elliott.com/assets/243622889/2%20-%20CC%20Trx%20Maintenance%20Enter%20Censored.png)
We support the following types of credit card transactions:
- S = Sales
- P = Preauthorize
- R = Refund (after credit card charge is settled at nighttime)
- F = Force
- C = Complete (couple with Preauthorize)
- V = Void (preferred method before credit card charge is settled at nighttime)
The address is optional, but if it is provided, the back-end processors can verify if the billing address matches to prevent fraud. The CVV2 can also prevent fraud, which is either the 3- or 4-digit number on the back of the credit card. After reaching the end of the Credit Card Trx Maintenance screen, you can press F4, Credit On-Line Process, to interface with Payment Gateway. From here, you will be notified if your credit card transaction went through or not. The following screen uses a demonstration card, so the transaction would be declined.
![Image: https://support.elliott.com/assets/243622925/3%20-%20CC%20Trx%20Maintenance%20F4.png](https://support.elliott.com/assets/243622925/3%20-%20CC%20Trx%20Maintenance%20F4.png)
The following is a processing screen that pops up after pressing F4.
![Image: https://support.elliott.com/assets/243622928/4%20-%20CC%20Trx%20Maintenance%20F4%20Screen.png](https://support.elliott.com/assets/243622928/4%20-%20CC%20Trx%20Maintenance%20F4%20Screen.png)
After about a second or so, the status of the transaction is either declined or successful:
![Image: https://support.elliott.com/assets/243622931/5%20-%20CC%20Trx%20declined.png](https://support.elliott.com/assets/243622931/5%20-%20CC%20Trx%20declined.png)
Optional Email CC Receipts
You can optionally set up to email credit card receipts to your customers as shown below:
![Image: https://support.elliott.com/assets/243622907/6%20-%20Optional%20Email%20CC%20Receipts.png](https://support.elliott.com/assets/243622907/6%20-%20Optional%20Email%20CC%20Receipts.png)
For more information on setting up credit card receipt emails, please reference this KB article: https://support.elliott.com/knowledgebase/articles/2002810-feature-html-credit-card-email-receipt-using-pdf
PCI Compliance
In the four areas where you can process credit cards in Elliott, whenever the system prompts you for a credit card number, you can either manually enter it or use the F8 key to look up the reference ID from the past credit card transactions for this customer. In the sample screen below the first column is the transaction (reference) ID:
![Image: https://support.elliott.com/assets/243622910/8%20-%20Select%20PAYware%20Transaction%20for%20Net.png](https://support.elliott.com/assets/243622910/8%20-%20Select%20PAYware%20Transaction%20for%20Net.png)
While different payment gateways may have different policies, you typically can process a credit card based on a past reference ID up to 6 months. If you have not charged a customer's CC over 6 months, then you should contact them to get their credit information.
For more information on Elliott credit card processing, Please reference the following URL: https://support.elliott.com/knowledgebase/topics/57821-credit-card-processing
AWK