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Running a Credit Card Payment in MX Merchant

The process for recharging, or rekeying,running a credit card willpayment dependwithin onMX theMerchant. amount of transactions that need to be rekeyed. 

For Three or Less

Step 1 - Login to MXM

Go to www.mxmerchant.com and login using your credentials. If you do not have credentials, request your user account be added to the merchant in question. 

image.png

 

Step 2 - Select Location

Verify you are connected to the proper account. You may have to edit your "Location". To do this, select the  image.png  in the top right-hand corner. Select "Edit" next to "Location". A pop-up will appear. Search for the correct merchant location by name. Select the checkbox next to the correct location and hit "Save". 

Step 3 - SearchAccess forQuick the CardPay

From the menu on the lefthand side, select image.png.the Underneathgreen "TSYS",Quick selectPay" image.png.button in the top left corner:

In

Quick Pay transactions are just as they sound: quick transactions that require little detail in order to process the searchpayment! bar,Transactions image.png,that can be made through Quick Pay are card, cash, check, and ACH transactions.

Across the top are drop downs with the default selection showing. To change them for the current transaction, click on the topdown arrows to the right sideof each word (defaults can be set in payment settings).

  • Type of thesale: page,Sale typeor inrefund
    • the
  • Tender lasttype: 4Card, digitscash, ofcheck theor card.ACH
  • Presentment type: 

           1. For card: card present, card not present, swiped, terminal. 

           2. For ACH: CCD, PPD, Tel, Web.

The type and presence of tender will determine the fields available to process the payment.

 

Step 4 - Verify

Verify

all

Now you will see the informationpop-up matcheshas expanded with the ticket.following Thisfields:

includes
    the
  • Memo date/ ofNote: transaction,a lastfree-form 4textbox
    • digits,
  • Customer locationName: (especiallyyou ifcan either search for a particularcustomer here or enter a new customer hasname. multiple!)If anda totalcustomer name is entered that does not already exist, a new record will be created for them
  • Customer Number: search for an existing customer by customer number or use this field to enter your own unique number
  • Invoice: here you can enter your own invoice number for this payment
  • Tax Exempt: Yes/No; Defaults to "No"
  • Tax Amount: how much of the transaction.total

    above

    image.png

    is

    tax. If nothing is entered the system will default to 7% for somereporting reasonpurposes only to help you qualify for the transactionbest cannotrate

    • be
  • Authorize: found,If ortoggle informationto no, a field is displayed to enter an offline authorization code. This option is not available to Clerks
  • Settle Funds: If toggle to yes, it will add funds to the day’s settlement. If toggled to no, it does not match,add contactfunds support or whoever submittedto the ticket.

    day’s

    settlement.

    StepThis 5option -is Callnot Partner

    available

    Youto Clerks.

  • Vault Card: If toggled to "Yes", card information will thenbe needsaved. If toggled to call"No", BOLDcard Supportinformation towill rechargenot be saved. Card will display with only the card.

    last

    BOLDfour Support:digits.

    • 877-515-6464

    Be sure to have the verification information ready when you call. 

    For More than Three

    You will need to have the merchant fill out the JotForm (as of 8/27/24) for all the transactions that need to be rekeyed:

    https://www.jotform.com/242184575931159

    Once this form comes back to you complete, you can than forward it to BOLD. 

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