{"_id":"59cc3056235d480010a1954b","category":{"_id":"59cc3054235d480010a1952a","version":"59cc3054235d480010a19527","project":"54cc14d03be4370d0082ac5d","__v":0,"sync":{"url":"","isSync":false},"reference":false,"createdAt":"2015-01-30T23:48:44.836Z","from_sync":false,"order":2,"slug":"performing-transactions","title":"Performing Transactions"},"parentDoc":null,"project":"54cc14d03be4370d0082ac5d","user":"54595f39df560c0800b40fc0","version":{"_id":"59cc3054235d480010a19527","project":"54cc14d03be4370d0082ac5d","__v":1,"createdAt":"2017-09-27T23:12:20.008Z","releaseDate":"2017-09-27T23:12:20.008Z","categories":["59cc3054235d480010a19528","59cc3054235d480010a19529","59cc3054235d480010a1952a","59cc3054235d480010a1952b","59cc3054235d480010a1952c","59cc3054235d480010a1952d","59cc3054235d480010a1952e","59cc3054235d480010a1952f","59cc3054235d480010a19530"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.9.0","version":"1.9.0"},"githubsync":"","__v":0,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2015-01-30T23:52:23.175Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":1,"body":"You can use Hosted Checkout Retail to perform Manual Transactions - Transactions performed without using the PIN Pad. When performing a Manual Transaction, you will enter all the Payment Details such as the cardholder name and card number manually.\n\nTo Perform a Manual transaction, first select the Transactions Tab at the top of the Hosted Checkout Retail interface.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/Rla41BW7QHa2P7GSYG6w_Tab%20-%20Transactions.png\",\n        \"Tab - Transactions.png\",\n        \"964\",\n        \"102\",\n        \"#a1a1a1\",\n        \"\"\n      ],\n      \"caption\": \"Transactions Tab\"\n    }\n  ]\n}\n[/block]\nYou will now see your Transactions View. Click the \"New\" button in the top right corner to perform a new transaction:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/zgsst1eRumqhp0RmM0jt_Tab%20View%20-%20Transactions.png\",\n        \"Tab View - Transactions.png\",\n        \"2504\",\n        \"492\",\n        \"#5da4a4\",\n        \"\"\n      ],\n      \"caption\": \"Transactions View\"\n    }\n  ]\n}\n[/block]\nYou will now see the New Transaction Dialog.\n\n*Note: If you have a PIN Pad plugged in, the New Transaction Dialog will default to PIN Pad mode. In this case click the Manual Selector in the lower left of the dialog box.* \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/JOSWnvfcQKr8EBavkV0D_Transaction%20-%20New%20Txn%20Dialog%20-%20Pinpad%20empty.png\",\n        \"Transaction - New Txn Dialog - Pinpad empty.png\",\n        \"1042\",\n        \"814\",\n        \"#63a3a3\",\n        \"\"\n      ],\n      \"caption\": \"New Transaction Dialog in PIN Pad mode\"\n    }\n  ]\n}\n[/block]\n*Once clicking the Manual Selector you will see the New Transaction Dialog in Manual mode. If you don't have a PIN Pad plugged in, your New Transaction Dialog will already be in Manual mode.*\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/7ggUxn5MSPyLtGJVqATd_Transaction%20-%20New%20Txn%20Dialog%20-%20Manual%20empty.png\",\n        \"Transaction - New Txn Dialog - Manual empty.png\",\n        \"1038\",\n        \"1360\",\n        \"#65a1a1\",\n        \"\"\n      ],\n      \"caption\": \"New Transaction Dialog in Manual mode\"\n    }\n  ]\n}\n[/block]\nBy default the transaction type will be \"Purchase\". Other transactions can be performed, such as Refunds, Pre-Auths and Voids, described elsewhere in the Performing Transactions section of the documentation.\n\nWe'll start here by performing a Purchase.\n\nIn the field marked Amount, enter the amount of the Purchase Transaction. In the field marked Description, enter an optional short note about the transaction so that you can refer to it in the Transaction Details later. Enter the cardholders payment details including their Cardholder Name, Card Number, and Expiry Date.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/OTa5S28PQoKyuFtfTY0L_Transaction%20-%20New%20Txn%20Dialog%20-%20Manual%20filled.png\",\n        \"Transaction - New Txn Dialog - Manual filled.png\",\n        \"1036\",\n        \"1362\",\n        \"#63a1a1\",\n        \"\"\n      ],\n      \"caption\": \"Transaction Details Entered\"\n    }\n  ]\n}\n[/block]\nWhen you have entered this info, click the Purchase button in the lower left of the dialog to proceed.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/WGabbyIS3eMs1uoVfA2X_Transaction%20-%20Txn%20Details%20Dialog%20-%20Manual%20-%20Complete.png\",\n        \"Transaction - Txn Details Dialog - Manual - Complete.png\",\n        \"1156\",\n        \"904\",\n        \"#5ca4a4\",\n        \"\"\n      ],\n      \"caption\": \"Transaction Completed with Approved\"\n    }\n  ]\n}\n[/block]\nYour transaction is complete.\n[block:callout]\n{\n  \"type\": \"info\",\n  \"body\": \"To learn how to create a new Customer from this Transaction, read [Creating Customers from Transactions](doc:creating-customers-from-transactions)\\n\\nTo learn how to attach this Transaction to an existing Customer, read [Attaching Transactions to a Customer](doc:adding-transactions-to-a-customer)\"\n}\n[/block]","excerpt":"","slug":"manual-transactions","type":"basic","title":"Manual Transactions"}

Manual Transactions


You can use Hosted Checkout Retail to perform Manual Transactions - Transactions performed without using the PIN Pad. When performing a Manual Transaction, you will enter all the Payment Details such as the cardholder name and card number manually. To Perform a Manual transaction, first select the Transactions Tab at the top of the Hosted Checkout Retail interface. [block:image] { "images": [ { "image": [ "https://files.readme.io/Rla41BW7QHa2P7GSYG6w_Tab%20-%20Transactions.png", "Tab - Transactions.png", "964", "102", "#a1a1a1", "" ], "caption": "Transactions Tab" } ] } [/block] You will now see your Transactions View. Click the "New" button in the top right corner to perform a new transaction: [block:image] { "images": [ { "image": [ "https://files.readme.io/zgsst1eRumqhp0RmM0jt_Tab%20View%20-%20Transactions.png", "Tab View - Transactions.png", "2504", "492", "#5da4a4", "" ], "caption": "Transactions View" } ] } [/block] You will now see the New Transaction Dialog. *Note: If you have a PIN Pad plugged in, the New Transaction Dialog will default to PIN Pad mode. In this case click the Manual Selector in the lower left of the dialog box.* [block:image] { "images": [ { "image": [ "https://files.readme.io/JOSWnvfcQKr8EBavkV0D_Transaction%20-%20New%20Txn%20Dialog%20-%20Pinpad%20empty.png", "Transaction - New Txn Dialog - Pinpad empty.png", "1042", "814", "#63a3a3", "" ], "caption": "New Transaction Dialog in PIN Pad mode" } ] } [/block] *Once clicking the Manual Selector you will see the New Transaction Dialog in Manual mode. If you don't have a PIN Pad plugged in, your New Transaction Dialog will already be in Manual mode.* [block:image] { "images": [ { "image": [ "https://files.readme.io/7ggUxn5MSPyLtGJVqATd_Transaction%20-%20New%20Txn%20Dialog%20-%20Manual%20empty.png", "Transaction - New Txn Dialog - Manual empty.png", "1038", "1360", "#65a1a1", "" ], "caption": "New Transaction Dialog in Manual mode" } ] } [/block] By default the transaction type will be "Purchase". Other transactions can be performed, such as Refunds, Pre-Auths and Voids, described elsewhere in the Performing Transactions section of the documentation. We'll start here by performing a Purchase. In the field marked Amount, enter the amount of the Purchase Transaction. In the field marked Description, enter an optional short note about the transaction so that you can refer to it in the Transaction Details later. Enter the cardholders payment details including their Cardholder Name, Card Number, and Expiry Date. [block:image] { "images": [ { "image": [ "https://files.readme.io/OTa5S28PQoKyuFtfTY0L_Transaction%20-%20New%20Txn%20Dialog%20-%20Manual%20filled.png", "Transaction - New Txn Dialog - Manual filled.png", "1036", "1362", "#63a1a1", "" ], "caption": "Transaction Details Entered" } ] } [/block] When you have entered this info, click the Purchase button in the lower left of the dialog to proceed. [block:image] { "images": [ { "image": [ "https://files.readme.io/WGabbyIS3eMs1uoVfA2X_Transaction%20-%20Txn%20Details%20Dialog%20-%20Manual%20-%20Complete.png", "Transaction - Txn Details Dialog - Manual - Complete.png", "1156", "904", "#5ca4a4", "" ], "caption": "Transaction Completed with Approved" } ] } [/block] Your transaction is complete. [block:callout] { "type": "info", "body": "To learn how to create a new Customer from this Transaction, read [Creating Customers from Transactions](doc:creating-customers-from-transactions)\n\nTo learn how to attach this Transaction to an existing Customer, read [Attaching Transactions to a Customer](doc:adding-transactions-to-a-customer)" } [/block]