How do I run a credit card payment?

Press Credit in the register's right rail, check the Charge amount, press Charge card and let the customer use the terminal.

Who this is for: Cashiers using the register (Sales > Register). You need a register selected first. See Which register should I pick when I log in?.

Run a card

1. Press Credit. The Charge amount is pre-filled with the full balance.
2. For a partial payment, type a smaller amount. The helper line says "Charge less than the full amount to take a partial / split payment."
3. Press Charge card and hand over to the terminal.

While it runs, a progress window shows a spinner, a message and the seconds elapsed. You can't close it, so nobody interrupts a live card transaction. The message cycles through "Follow the prompts on the terminal.", "Waiting for the customer's card...", "Processing - please don't remove the card." and "Waiting for approval...". When the terminal answers, it shows the real outcome.

What you'll see at the end

• Approved and covers the balance: the window closes and Sale complete appears.
• Approved but partial: you'll see "Partial: $20.00 paid, $36.68 left". Take the rest on another tender.
• Declined: a red message with the processor's reason.
• The terminal didn't answer: the register keeps the customer waiting and asks the processor directly: "Waiting for the processor's answer - keep the customer here. Do NOT run the card again." If the processor confirms an approval, the sale finishes by itself. If it confirms the card wasn't charged, you're told so and can try again.

If the payment still can't be confirmed

You'll see that the payment is being verified. Do not run the card again. The charge may well have gone through, and running it again is how customers get charged twice.

1. If the terminal shows APPROVED, keep the customer at the counter.
2. Open Terminal Actions → Authorizations and press Resolve on the payment. See How do I reset the terminal or attach an approved payment?.

If you press Credit again on a register with an unconfirmed payment, the register checks it before touching the terminal:

• Approved for this exact amount: it attaches it to the sale, with no second charge ("Prior authorization recovered - sale completed").
• Approved for a different amount: it blocks you and tells you, so you can resolve it deliberately.
• Still unconfirmed: it tells you to resolve it under Authorizations instead of re-running the card.

External terminals

If your register is set up as Manual or Internal, there's no integration.

1. Run the card on the standalone terminal.
2. On the register, fill in the amount charged and, optionally, the auth code and last 4 digits.
3. Press Approved or Declined. Pressing Declined records nothing.

Troubleshooting