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 help document covers the following:

• Configure Flourish to start recording a manual credit card transaction as a payment method.
• Recording credit card payments at the point of sale.
• Refunding a manual credit card transaction.
• Reports.

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