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Using Dharma Tribe/ Sales

Magstripe Reader with Automated Processing

From the invoice

Once you have added everything the customer wishes to purchase, click "Auto-Process CC" just above the "pay detail" tab as shown below.  Do not hit "auto fill" or enter any information in the "pay detail" area because these fields will automatically populate when you swipe the card. 

When you hit the "Auto-Process CC" button, a pop-up window will appear with the credit card information on it.  All the information in the window below automatically populates:

The "amount" field automatically populates with the amount that will be charged and the total amount due on the invoice.  If you wish to charge the card for a different amount than the total amount due on the invoice, change the "amount" field on the left hand side to reflect how much you wish to charge the card.  Once you are through with any changes to the amount, click "submit." 

After you hit "submit," the window will show the results of the transaction.

Since I didn't run a real card in the example above, I got an error message.  A successful transaction will result in a positive message.  In addition, within the blue box, the fields "AuthCode" and "PNRef" will contain information.  You may wish to drag and drop (or copy and paste, depending on your computer's operating system) this information into the appropriate fields at the bottom of the window (the empty white fields at the bottom). 

The reason you may want to do this:  this information will show up in the appropriate fields in the "pay detail" area on your invoice; having this information will allow you to issue a refund or void the transaction directly from within Dharma Tribe, on the invoice.  If you do not copy this information, you may still issue a refund or void a charge, but you must do so through the "Virtual Terminal." 

Be sure to close the credit card pop-up window when you have finished the transaction. 

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