Credit Card Manual payments for Retail Point of Sale

Updated 1 week ago by NIr Malchy

Flourish supports manually recording credit card transactions as a payment method at the point of sale, whether your company has an integrated credit card payment provider or not.

This article is for clients with a credit card terminal/machine that can process transactions outside the Flourish Software POS. Learn to set up and record credit card transactions on the POS as a manual payment method.

This help document covers the following:

Set up Credit Card as a Payment Method

Follow the steps below to enable the option to collect credit card payments at your point of sale.

  1. Click to go to Settings.
  2. Select .
  3. Next to the facility, click the to CONFIGURE.
  4. Select Payment Methods.
  5. Click .
  6. Scroll down and toggle on the Credit Card option.
  7. Leave the Merchant Id field empty. When you set up an integration with a credit card provider, use the Merchant Id field to identify a particular retail store
  8. Click in the top right of the screen.
  9. The system enables you to save the payment methods and will display the messages below:

Charge credit card

Follow the steps to manually record a credit card transaction when you complete a retail purchase.

Refund credit card

Follow the steps to manually record a refund you processed to the card when you refund a retail purchase.

Reports

Credit card transactions (manual and integrated) are detailed in several reports:

Company Level

Please find the below reports in the web application under Settings > Reports > Point of Sale.

  • Purchases Report
  • Transactions Report
Facility Level

Please find the below reports in the web application under Reports > Point of Sale.

  • Transactions by Facility
  • Till Report
  • Till Detail
  • Purchases by Facility
  • Completed Purchases by Facility


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