RecDesk Credit Card is the payment method that will allow for integrated credit card processing against your merchant account. This is the most commonly used method for credit card payments. You can optionally swipe credit cards instead of manual data entry if using Stripe or Authorize.net.
Basic Workflow
-
The Member Making Payment will default to the Head of Household. You can change this to another Member of the same Household (by choosing him/her from the drop down), by clicking Search to choose another Member outside of that Household, or by clicking Add New.
-
Manual Data Entry - Choose a Card Type from the drop down, enter the Card Number (numbers only, no dashes), CVV Security Code, Expiration date (choose month and year from the drop down), and optionally enter a Note at the bottom.
-
Credit Card Swiping (for customers who have Stripe or Authorize.Net as payment processor)** - Click Swipe Card Data. Then simply swipe the credit card and then click OK to confirm! Important Note: If you are entering a Note, be sure to type it first and then PLACE THE CURSOR IN THE SCAN CARD BOX PRIOR TO SWIPING CARD. For the remainder of your login session, when selecting RecDesk Credit Card as a Payment Method, your system will automatically remain in the "SWIPE CARD NOW" mode until you click Manually Enter Card Data, where it will remain until Swipe Card Data is chosen again.
** The Stripe and Authorize.net platforms are the standard RecDesk payment gateways that support Card Present transactions (i.e. swipe transactions). PayPal and other non-standard gateways either do not support Card Present transactions or are not enabled to do so with RecDesk.
