Cougar Mountain Services and Companion Products PC Charge.

Slides:



Advertisements
Similar presentations
Topic: Sales Tax and 1099 Reporting
Advertisements

Welcome to the eCO (electronic Copyright Office) Tutorial
AIMSweb Benchmark Online Training For AIMSweb Teacher Users
ORDER VERIFICATION ORDER ENTRY DAILY PROCESS ORDER VERFICATION - Order Sort Browse - Enter Order # - F-8 OK.
Credit Card Processing
Slide#: 1© GPS Financial Services Revised 05/10/2009 cms 2 CC PCcharge+ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.
Refresher Instruction Guide Strategic Planning and Assessment Module
Slide#: 1© GPS Financial Services Revised 05/23/2009 cms 2 CC PCcharge+ ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.
Slide#: 1© GPS Financial Services Revised 03/28/2009 Cougar Mountain Software Professional Version cms2CT CRMBridge ™ Price: $399 per seat plus.
Tracking and Paying Sales Tax Lesson Lesson objectives  To get an overview of sales tax in QuickBooks (the steps involved in tracking, collecting,
Credit Cards And other Electronic Payment Transactions.
Office of Undergraduate Admission Georgia Institute of Technology.
Slide#: 1© GPS Financial Services Revised 05/03/2009 cms 2 RW Rep-AP-VendorLabels ™ Cougar Mountain Software Professional Version.
Customer Service Module Course Contents Table of Contents Enter A Request Search A Request Create Invoice (Funeral home request) Search Invoice Manage.
Tutorial EBSCOadmin Branding support.ebsco.com. To help you enhance the search experience for your users, EBSCO offers a number of custom branding options.
Cougar Mountain Services and Companion Products PDF-eXPLODE® e-DOCS.
Slide#: 1© GPS Financial Services Revised 05/03/2009 cms 2 RW Rep-AP-GLExpDistribRep ™ Cougar Mountain Software Professional Version.
Slide#: 1© GPS Financial Services Revised 05/03/2009 cms 2 RW Rep-AR-DatedInvoice ™ Cougar Mountain Software Professional Version.
Antalis-HQ USER GUIDE. Antalis, Europe’s leading distributor of paper, packaging solutions and visual communication products presents you its user web.
STAY CONNECTED TOLLFREEEXPRESS CONTROL PANEL GUIDE.
Actilab Pharma Online Services User Manual June 2004.
Introducing Microsoft Great Plains Small Business Information Systems Professor Barry Floyd.
2013.  Modify QuickBooks Preferences  Customize QuickBooks Menus and Windows  Customize the Icon Bar and Display Settings  Use the Item List and Other.
Slide#: 1© GPS Financial Services Revised 05/03/2009 cms 2 RW Rep-AP-QuickVendorList ™ Cougar Mountain Software Professional Version.
Geo CE-XM ch 4 Edited 10/14/05 1 The XM is the newest of the rovers, and unlike other units, it comes with software installed on the unit as well as using.
1 1 User Manual Purchase and Order Tracking on the SKF Giftzone.
SEMS allows you to create reports based on your files. This guide will give you the steps to create a report on the SEMS site using the Question Wizards.
Slide#: 1© GPS Financial Services Revised 05/03/2009 cms 2 RW Rep-AP-TotalDebt ™ Cougar Mountain Software Professional Version.
SuccessMaker. Where are they? Math: Intranet On a server at Vanhoose Reading Web-based.
Invoice Pick Entry - Menu Location Use this function to invoice orders from your location shipped via UPS.
Slide#: 1© GPS Financial Services Revised 05/03/2009 cms 2 RW Rep-AP-CashReq.Report ™ Cougar Mountain Software Professional Version.
Stuff By Zach and Turtle To designate a default printer, choose Start > Control Panel > Printers and Faxes. Right-click the printer, and then.
Slide#: 1© GPS Financial Services 2008Revised 05/14/2009 cms 2 PR Rep-QuickEmployeeList ™ Cougar Mountain Software Professional Version.
Chapter 12: Accounts Receivable. ©The McGraw-Hill Companies, Inc., of 48 Accounts Receivable In Chapter 11, you learned how to use Peachtree’s.
Cuallet step by step guide. Step 1 From the Cuallet home page, click the “Sign Up Now” button. New user / Register.
Compliance Assist Refresher Instruction Guide Adding or Editing Student Learning Outcomes.
Go to /index.hm In the Passport menu box, click on Entry Passport Application Form Select processing Country then scroll.
Step By Step Guide for Application. 1. Click the “Register” button ① Ⅰ. Registration.
1 After completing this lesson, you will be able to: Get around the Internet with your browser. Connect to the Internet. Print Web pages. Save Web pages.
SUPPORTING DOCUMENTS  A New InterfaceXpress Feature.
PestPac Software. Overview: Effective with the release of Version 1.38, all payment entry will be done through the QuickPayment Entry screen. The design.
© 2011 CenturyLink, Inc. All Rights Reserved. Not to be distributed or reproduced by anyone other than CenturyLink entities and CenturyLink Channel Alliance.
Simple-use Tutorial How to Process a Credit Card POST-AUTH Transaction in PCCharge.
Slide#: 1© GPS Financial Services 2008Revised 05/14/2009 cms 2 PR Rep-MasterEmployee ™ Cougar Mountain Software Professional Version.
Pass-Throughs Chapter 1. PAGE REF #CHAPTER 1: PassThroughs SLIDE # 2 Objectives What makes an expense Billable, Not Billable, or Billed How to record.
Buy A&M Punch-out and Contract Shopping. Table of Contents Overview of Buy A&M and Navigation within the System (pg. 3-6) Punch-outs (pg. 7-17) Quick.
Chapter 2 Page ref. Chapter 2 Managing Revenue 31.
Slide#: 1© GPS Financial Services Revised 05/10/2009 cms 2 CC PCcharge+ ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.
Module 4 Creating EMC Files, Uploading EMC Files and Downloading Reports PC-ACE Pro32.
Chapter 1 Page ref. Chapter 1 Pass-Throughs 1. Chapter 1 Page ref. Objectives 1. What makes an expense Billable, Not Billable, or Billed 2. How to record.
COMPUTER ACCOUNTING WITH MICROSOFT BUSINESS SOLUTIONS—GREAT PLAINS 8.0 CHAPTER 10 FLASH CARD SOLUTIONS.
Chapter 2 Page ref. Chapter 2 Customizing QuickBooks 53.
McGraw-Hill/Irwin Introduction to QuickBooks Pro, 2004 © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. Chapter 11 Customizing QuickBooks.
Instant Enrollment Tutorial Updated March 21, 2012.
Overview About the App Scout Account Registration Downloading the App Signing In Navigation Placing an Order Reviewing Submitted Orders 1.
Welcome to Bookkeeping This is your introduction to MYOB v19 Accounting.
Time Matters® Feature Friday Linking Time Matters® with QuickBooks®
COMPUTER ACCOUNTING WITH MICROSOFT BUSINESS SOLUTIONS—GREAT PLAINS 8.0
Parts.cat.com Client training 2016.
SUBMITTING A PAYMENT REQUEST FORM
WEB TUTORIALS.
NEW STATEMENT OF ACCOUNTS
1. Press the Power button or switch to flip on the printer, if it is turn off. 2. From the Home display screen on the product control panel, click the.
Installing the HP LaserJet Pro 500 color MFP M570 printer software in Windows on a Wireless Network & Wired Network.
Send Invoices From QuickBooks To Gmail – An A To Z Guide After QuickBooks Online teamed up with Google, it has been as simple as possible for you to invoice.
Qbprosolution.com. QuickBooks Gateway ServicesQuickBooks Gateway Services- Record Merchant Service Deposits helps to discover the mode of a hit-transaction.
Credit Card Processing
QuickBooks - Jyoti Chandra Introduction
Presentation transcript:

Cougar Mountain Services and Companion Products PC Charge

PCCharge Pro CMS Professional uses PC Charge Pro TM by VeriFone ® to process and authorize credit card transactions in Accounts Receivable, Order Entry, Point of Sale, and Job Cost. This product is a Windows-based payment processing software designed to save you time and money by providing powerful features and performance at the point-of-sale. PC Charge Pro is a cost-effective solution offered by Cougar Mountain for all business types, including brick-and-mortar merchants, e-stores, and mail-order/ telephone order (MOTO) shops. If you use PC Charge Pro, there are a few settings you might need to define in Cougar Mountain software. Refer to the information in this section for an overview of set up requirements necessary before using PC Charge Pro. You also need to make sure you have the proper licensing for PC Charge Pro before installing. Set Up Module Preferences In the Module Preferences for any of the four modules in which you will authorize credit cards (Accounts Receivable, Order Entry, Point of Sale, Job Cost), you must define these settings. Refer to the correct section for the module you want to set up to use with PC Charge Pro. For more information on working with PC Charge Pro, refer to the documentation that accompanied that program. For additional information on working with credit cards or module preferences, refer to the user’s guide or online Help installed with Cougar Mountain. Accounts Receivable Module Preferences In Accounts Receivable, select Options > Module Preferences from the menu bar. On the General tab, you must check the Allow Credit Card Payments check box, select PC Charge Pro from the CC Verification Software drop-down list, and enter the path to the PC Charge Pro program. You can use the Dir button to browse to the program location or manually enter the path in the field. Last, select the Default Credit Card Reader device to use with the software (see “Device Codes in Accounts Cougar Mountain Services and Companion Products18

PCCharge Pro Receivable” on page 21). You can also choose to use the credit card number from the customer’s account by selecting the Auto-fill CC Card # from AR master file check box. When all of the settings are complete, click OK and refer to “Set Up Merchant Information” on page 24 to continue the PC Charge set up process. Order Entry Module Preferences In Order Entry, select Options > Module Preferences from the menu bar. On the General tab, you need to select PC Charge Pro from the CC Verification Software drop-down list and enter the path to the PC Charge Pro program. You can use the Dir button to browse to the program location or manually enter the path in the field. You can also choose to use the credit card number from the customer’s account by selecting the Auto-fill CC Card # from AR master file check box. When all of the settings are complete, click OK and refer to “Set Up Sales Entry Screen” on page 23 or “Set Up Merchant Information” on page 24 to continue the PC Charge set up process. 19Cougar Mountain Software

PCCharge Pro Point of Sale Module Preferences In Point of Sale, select Options > Module Preferences from the menu bar. On the General tab, you need to select PC Charge Pro from the CC Verification Software drop-down list and enter the path to the PC Charge Pro program. You can use the Dir button to browse to the program location or manually enter the path in the field. When the settings are complete, click OK and refer to “Device Codes in Point of Sale” on page 22 to continue the PC Charge set up process. Job Cost Module Preferences In Job Cost, select Options > Module Preferences from the menu bar. On the General tab you must select PC Charge Pro from the CC Verification Software drop-down list and enter the path to the PC Charge Pro program. You can use the Dir button to browse to the program location or manually enter the path in the field. Select the authorization process you wish to use. You can also choose to use the credit card number from the customer’s account by selecting the Auto-fill CC Card # from AR master file check box. Cougar Mountain Services and Companion Products20

PCCharge Pro On the Defaults tab, select the Credit Card Device Reader device to use by default (see “Set Up Device Codes” on page 21). When all of the settings are complete, click OK and refer to “Set Up Merchant Information” on page 24 to continue the PC Charge set up process. Set Up Device Codes Each of the modules in which you can accept credit cards for payment will use a device of some type for entering the credit card information. Refer to the correct section for setting up the Device Code in the different modules. Regardless of which module you are setting up, you will attach the Device Code to another window in Cougar Mountain as part of the set up process. For additional information on working with this type of code, refer to the user’s guide or online Help installed with Cougar Mountain. Device Codes in Accounts Receivable To set up the credit card reader device in Accounts Receivable, select Options > Credit Card Reader Devices from the menu bar. Enter the information for the credit card device and then select either the Test Device button to make sure the device is properly connected or the Save button to keep the settings and continue with attaching this code to the Module Preferences (see “Accounts Receivable Module Preferences” on page 18). 21Cougar Mountain Software

PCCharge Pro Device Codes in Order Entry To set up the credit card reader device in Order Entry, select Options > Codes > Credit Card Reader Devices from the menu bar. Enter the information for the credit card device and then select either the Test Device button to make sure the device is properly connected or the Save button to keep the settings and continue with attaching this code to the sales entry screen (see “Set Up Sales Entry Screen” on page 23). Device Codes in Point of Sale To set up the credit card reader device in Point of Sale, select Options > Codes > Devices from the menu bar. Enter the information for the credit card device and then select either the Test Device button to make sure the device is properly connected or the Save button to keep the settings and continue with attaching this code to the Register Code (see “Set Up Register Codes” on page 23). Device Codes in Job Cost To set up the credit card reader device in Job Cost, select Options > Codes > Credit Card Reader Devices from the menu bar. Enter the information for the credit card device and then select either the Test Device button to make sure the device is properly connected or the Save button to keep the Cougar Mountain Services and Companion Products22

PCCharge Pro settings and continue with attaching this code to the Module Preferences (see “Job Cost Module Preferences” on page 20). Set Up Register Codes After you establish the credit card device code, you need to attach the code to each register that will accept credit cards as payment. To do this in Point of Sale, select Options > Codes > Register from the menu bar. On the Hardware tab, select the credit card device from the Device drop-down list and click the Save button to keep the settings and continue with the set up process (see “Set Up Merchant Information” on page 24). For additional information on working with Register Codes, refer to the user’s guide or online Help installed with the program. Set Up Sales Entry Screen After you establish the credit card device code, you need to attach the code to each sales entry screen through which you will accept credit cards as payment. To do this in Order Entry, select Options > Set Up Sales Entry Screen from the menu bar. Open an existing screen layout, or create a new one; then on the Invoices / Devices tab, select the credit card payment type and enter the 23Cougar Mountain Software

PDF-eXPLODE® e-DOCS Generator proper code in the Device Code box that appears. After you enter the code, click the Save button to keep the settings and continue with the set up process (see “Set Up Merchant Information” on page 24). For additional information on working with Register Codes, refer to the user’s guide or online Help installed with the program. Set Up Merchant Information In conjunction with setting up the module preferences, you also must set up the merchant information for the electronic transaction processing company. To do this, select Options > Set Up Merchant Information from the menu bar in the Main Menu module. In this window, enter the information for the processing company; the merchant account number is provided to you by PC Charge Pro. For additional information on working with credit cards or setting up merchant information, refer to the user’s guide or online Help installed with Cougar Mountain software. Cougar Mountain Services and Companion Products24