Manual Transaction

What do we do here?

Win-EZ Credit Card is designed to take transactions from Win-EZ POS and process them. But it can also perform Sale and Credit transactions by hand. This screen is used for entering the customer's card information and submitting it for Authorization.

Regular Sale Option

Select this option for processing a regular sale.

Authorization Only Option

By selecting this option, the transaction will be submitted for authorization, but will not be added to the batch. At settlement time, funds will not be captured. This is for obtaining authorization on an amount, and then using the Authorization number on a subsequent Capture Sale

Credit Transaction Option

If this transaction is a Credit to the customer's account (removing money from the merchant account and returning it to the Card holder's account), then check this box.

Capture Sale Option

By selecting this option, a transaction that was already approved by using the Authorization Only may be added to the batch. This will also make it possible (and mandatory) to enter a Sequence Number in the field below.

Void Option

Select this option to void the transaction. This will permanently remove the transaction from the batch.

If a transaction is accidental removed, it can be found in the Type Report.

Change Tip Option

Selecting this option will change the tip amount for the transaction to the amount entered in the Tip Amount box.

Voice Auth: Option

By selecting this option, the transaction will be submitted for authorization, but instead of requesting an authorization from the bank, it will use the authorization supplied when the transaction was called into the bank for a Voice Authorization.

Activate Gift Card Option

Selecting this option will allow a new Gift Card to be activated (Issued).

Reload Gift Card Option

Selecting this option will add the amount in the Sale Amount field to the gift card.

Gift Card Balance Option

Selecting this option will retrieve the available balance for the Gift Card .

Room Charge Option

Selecting this option will process the transaction as a room charge.

A combination of the following fields may be required for a transaction:

Account

This field should contain the Credit Card Account number.

Expiration Date

Place the expiration date of the Credit Card in this field. For example, if the card expires on 6/09 you would enter 609. If it expires on 12 of the year 2006, you would enter 1206.

Sale Amount

This is where you will place the amount of the sale. If this transaction is to be a Credit then the credit amount goes here.

Gratuity Amount

If a gratuity was paid, enter that amount here. This amount will be added to the Sale amount, and submitted as the amount to authorize.

Server ID

Enter a Server ID number. Entering it here will assure that your Server reports track the Media information correctly.

Check ID

Enter a Check ID number. Entering it here will assure that your Sales reports track the Media information correctly.

Seq. Number

This is where you should place the Sequence that was obtained from authorizing the transaction beforehand.

Auth. Number

This is where you should place the Authorization number that was obtained from the call center, or a prior transaction.

Exclude Transaction from sales.

Selecting this option will exclude the transaction from the Win-EZ Manager Sales reports (WIN-EZ POS only).  This is generally used for refunds, or for deposits.

Override Duplicate Sale.

Some platforms will decline a duplicate card / amount combination in the current batch. Use this option to override the dupe flag for this transaction.

Submit Button

When all of the above information is entered correctly, clicking this button will process the transaction and add it to the batch if there are no problems. Any error messages will be displayed. And a Sales Draft will appear in the Report viewer at this time.