Overview of Credit Card Processing in Store module

This article provides a guide on how to navigate the Credit Card Processing section in the Store module. This will help you have an overview of all card transactions and other related information.

You may refer to this video for a step-by-step guide on credit card processing: https://www.youtube.com/watch?v=vj56XEaotbQ.

Step 1: Access the Credit Card Processing Section

• Open your left navigation menu.

• Open the Store module.

• Press the Credit Card Processing option.
  
   
  
  
  

Step 2: Navigate Through the Tabs

• Transactions Tab:

  • Displays all card transactions processed through the terminal.

  • Use the search bar to find past transactions.

  • To refund or void a transaction:

    • Locate the three-dotted button on the right.

    • Press it to reveal the relevant options.

• Statements Tab:

  • View and download processing statements generated at the end of each month.

  • Statements are created per merchant or store and include all interchange fees and monthly fees charged by the processor.

• Bank Deposits/Funding:

  • View a list of transfers sent to your bank account.

• Dispute Tab:

  • See any ongoing disputes or chargebacks and their latest status.

• Automation Tab:

  • Provides an overview of automated processes or transactions related to card payments such as recurring transitions, batch processing, or automated settlements.

Note: The account displayed in this example is a testing environment and may not show the full range of information visible in your POS.

Troubleshooting 

For any issues encountered when navigating the Credit Card Processing section, please contact Flawless POS support for assistance.