Table of Contents

Credit Card Manual payments for Retail Point of Sale

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…

NIr Malchy
Updated 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.
    1. If you want to enable a refund for this payment method, check the box next to "Allow as refund method for returns".
  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

How did we do?

Retail Facility Configuration

Retail Metrc Sync Error "Package Cannot Be Sold Because it Doesn't Exist in The Current Facility"

Contact