Follow this process to set up a new credit card type or Afterpay.

From the Minfos Launch Pad:

  1. Click the Till icon.

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  2. In the Till module, click the Maintenance tab and select 2. Credit Cards.

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    The Credit Card Maintenance window is displayed.
  3. Select Add.

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    The Credit Card Entry window is displayed.
  4. Enter the details for the credit card.

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    1. Enter a unique Card Code, generally two characters in length.
      Note At the Till, credit cards are sorted by Card Code. To maintain your current display order, we suggest using card codes that start with Y. 
    2. Enter a Card Name.
    3. Enter the Company Name of the credit card.
    4. Enter the Street address of the above company.
    5. Enter the Suburb of the company.
    6. Enter the State of the company.
    7. Enter the Post Code of the company.
    8. Enter the Phone Number of the company.
    9. Enter the company’s Merchant No.
    10. Enter the Authority Ph. Number.
    11. Enter a Merchant Limit for this credit card. Any transactions processed over this amount at the Till will prompt to seek authorisation and display the Authority Ph. and Merchant No. entered against this credit card entry. This just a warning prompt; please contact your bank to discuss this further.
    12. Select the A/R Customer from the A.R. Customer Search window that this credit card is required to be assigned to e.g. EFTPOS.
      See Add an AR Customer (Credit Card) to learn how to add a new A.R Customer.
    13. Select the A/R Product from the Product Search window this credit card is required to be assigned to e.g. Credit Card Debtors. Contact your bookkeeper or accountant for further advice.
    14. Add a Minimum Sale $ amount if required. Any transactions processed below this amount at the Till will prompt that this is under the allowable minimum amount that has been set. The sales clerk can still continue with the sale.
    15. Check the Apply Surcharge checkbox if you wish to pass on the cost of the payment method to the customer.
    16. The Surcharge % field will be enabled when Apply Surcharge is checked. Enter the percentage value that you wish to charge.
      See Set up credit card surcharge for further details.
      Warning Australian law prohibits excessive surcharges. It is your decision whether to apply surcharges, and to choose the percentage value. Minfos takes no responsibility for the percentage entered and costs passed on to your customers. 
    17. Leave Other Debtors de-selected.
    18. Check Use EFTPOS if you have integrated EFTPOS and require this credit card transaction to prompt on the EFTPOS terminal. If this credit card is to be used for direct deposits, do not select this checkbox.
  5. Select Okay to save the credit card.

When Credit is selected at the Till as the payment type, the Credit Menu window will display the new credit card.

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