X-Web Capture Method Options

Updated: November 30, 2020 

When using X-Web/OpenEdge for billing or Point of Sale, there are two ways credit card information can be entered.

  1.  Using the XPressLink software provided by OpenEdge (Recommended)
    This software interacts with your electronic reader.
    >>More details

  2. Entering Card Data Manually
    Referred to as "Manual Card Entry" in the configuration screen(s).
    Data Entry > Manage > Settings > Payment & Billing > Payment Gateways

    ProcessorConfiguration.png


    Billing Credit Card Screen 


    NewBillingSettings12.png


    Point of Sale Screen
     

    NewPOSSettings12.png

 

If you are using Manual Card Entry, make sure the new option setting, "Region", is correct. This is required to process cards manually.


Note:  For existing customers If you are currently using the capture method of "Magnetic Stripe Reader" or "XWeb EMV via HPF", you will still have access to these options, in addition to the new Manual Card Entry option. This will be shown under the name of "PayFields webform".  However, RGP strongly recommends using either XpressLink or  Manual Card Entry (PayFields webform).


Billing Credit Card Screen

AllBillingSettings12.png


Point of Sale Screen

AllPOSSettings12.png



Manual Card Entry when entering credit card information for a customer.


In Data Entry, find a Customer and click Edit. Under the EFT/Billing tab is an option to 'Change Card'.

BillingEditCard12.png


This will bring up the form allowing you to type in the card number, expiration date, and CVV verification code.

Clicking Submit will process the data and the window will close with a success message. 
Be sure to click
OK to close the customer information window. This will save the card information you just entered.



Manual Card entry in Point of Sale

When making an invoice payment (or refund), select the Credit Card option for payment and the resulting dialog will show the same form, letting you enter in card data.

If your invoice is actually a refund instead of a sale, you may notice a slightly longer processing time after entering card data. This is expected behavior.

 

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