Processing Transactions and Payments
  • 30 Aug 2022
  • 1 Minute to read
  • Contributors
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Processing Transactions and Payments

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Processing a Sale

Follow the directions below to run a basic Credit or Debit transaction using your Desk 3500 terminal:

  • From the Main Menu, Press 1 for Sale
  • Select Credit 1 or Debit 2
  • Enter Amount of transaction, Pass terminal to the customer (Tap, Swipe, Insert, or Key)
  • Print Customer Receipt? No1 Yes2


Processing a Refund

Void vs Refund
If a Terminal has not yet batched/settled for the day you can still Void a transaction to avoid and Refund fees. See below to find out how to void a transaction.

  • From the Main Menu, Press Refund 2
  • Select Credit 1 or Debit 2
  • Enter Amount of transaction, Pass terminal to the customer (Tap, Swipe, Insert, or Key)
  • Print Customer Receipt? No 1 Yes 2



Capturing a Transaction

In this article, we will review how to capture a transaction.

  • From the Main Menu, Press Other Menu 7
  • Select Force 2
  • Select Credit 1 or EBT 2
  • Enter Amount of transaction
  • Confirm Yes 1 No 2
  • Pass terminal to the customer (Tap, Swipe, Insert, or Key)
  • Enter the Approval Code
  • Print Customer Receipt? No 1 Yes 2


Voiding a Transaction

  • From the Main Menu, Press Void 3
  • Search All 1
  • Scroll Transactions -
  • Select Transaction Enter Green
  • Confirm No 1 Yes 2
  • Use Approval Code 8
  • Print Customer Receipt? No 1 Yes 2