Using X-Charge

 Top  Previous 

Using X-Charge             Quick Start Guide

 

Requirements: A credit Card reader & the X-charge credit card software server module

X-charge is the credit processing of choice that Unique Software is setup to run with automatically.

When the X-Charge software is installed on your computer and you process a credit card

Sale in Unique, a processing screen will be displayed so that you can swipe the credit and process the transaction.

 

Setup Procedures

 

After the credit card software is installed by X-Charge support personnel(800-637-8268),  Click on the credit card button in the sales register menu and select File>Setup.

a.Select printer – Use the drop down list and pick the Generic Text printer.
b.Select number of copies to print. (Select 2)
c.Enter your business name and address information.
d.Select save and close the screen.

 

To do a test sale, select the F1 purchase option, enter an amount (.25cents), Swipe a credit card and then select process (F12). You should have an approval message and you should have 2 copies of the credit card receipt printed.

 

Printing the credit card slips

When you ring up a credit card sale Unique Software will print 2 sales receipts and the

X-charge Credit card software will print 2 credit card slips.

 

-You should keep one receipt and the sign credit card slip. Staple these together and keep them on file. This is a part of your visa and MasterCard agreement. Just incase you have a credit inquiry you will then have the hard copy proof of purchase. The other 2 copies are then given to the client.

 

Working with Tips

 

Often times a customer will elect to leave a tip on their credit card together with their sales purchase. There are 2 ways to handle this:

 

1.Before you process the credit card transaction you can change the amount to be processed to the total which includes the tips, and then process the transaction.
2.You can process the transaction and then make an adjustment. After you process the transaction select the (F8) Adjustment option and search for the transaction.  You will then change the amount to include the credit card tip(If you had a $50 sale and there is a $5 tip you will change the total to $55)

 

Voids & Returns

 

The Void option will allow you to delete a credit card sale and the Return option will allow you to issue a credit back to the customer’s credit card.

Note: If you delete a credit card sale in X-Charge, you will also need to void it in the Unique Software.

 

(F7) Pre-Authorization allows you verify that a certain amount can be process on a credit card. To actually

have the sale authorize you will have to (F6) Force the transaction by performing a search and then process the transaction.

 

Help: For more help select the help menu button in the X-Charge software or call the X-Charge tech support team at 1 -800-637-8268