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Introduction:
This is a CASHNet operator’s step-by-step guide to how to process credit card payments. The CASHNet Cashiering module allows operators to: process payments and new charges, inquire on customer accounts, void, reverse, refund and adjust transactions and balance at the end of the business day.
Important Links:
CASHNet Test or Training Database Link: (to test reports and transactions)
https://commerce.cashnet.com/isutrain
CASHNet Production Database Link: (to run reports, look up transactions and process cashiering)
https://commerce.cashnet.com/isucashier
CASHNet Login Information:
(Login Setup for CASHNet Test and Production Database)
Training Database
Production Database
Operator ID:
ISU Email Username (e.g: Tony
Hill User Name: hilltony)
Password:
Contact
Us :Weston Whitworth
Ph: 208- 282-3375
Email:
whitwest@isu.edu
Waqas Siddiqui
Ph: 208- 282-4866
Email:
siddwaqa@isu.edu
Station:
Contact
UsClient Code:
ISU_TRAIN
Operator ID:
ISU Email username (e.g: Tony
Hill User Name: hilltony)
Password:
Contact
Us :Weston Whitworth
Ph: 208- 282-3375
Email:
whitwest@isu.edu
Waqas Siddiqui
Ph: 208- 282-4866
Email:
siddwaqa@isu.edu
Station:
Contact
Us
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CASHNet Login Screen:
Operator ID: ISU Email
username (e.g: Tony
Hill User Name: hilltony)
Password: Contact Us
Station: Contact Us
Client Code:
CASHNet Test Database
is ISU_TRAIN
CASHNet Production
Database is ISU_PROD
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Begin Cashiering:
To begin cashiering, each cashier must start a new batch or resume an existing batch. The batch is assigned a unique batch number and contains the cashier’s transactions for the current business day.
Click on the Start a New Batch button to start a new batch. Or you can also click on the Resume Button, if you already have a batch opened.
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Cashiering Transactions:
To go to the Cashiering, first you have to look up the Customer. Customer can be searched by Student ID or Name.
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The system will automatically fill in the following reference fields that display below the Cashiering title bar. Trans. No The system-applied number of the transaction. Once a transaction number is applied,
it is not used again, even if the transaction is cancelled.
Batch No The system-applied batch number in which the operator is working. Once a batch
number is applied, it is not used again, even if the batch contains no transactions. Operator The ID of the logged-in operator.
Station The station ID that was entered on the login page. Date The actual date of the transaction.
Time The time the transaction is being processed.
Business The business date that will be applied to the transaction. Effective The effective date that will be applied to the transaction.
Status The status of the transaction – Open, Cancelled, Closed, Memo, No Sale, Pending or Voided. Each time you click on the Cashier button, the system will designate the new transaction status as Open.
Module The CASHNet module in which the operator is working.
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Item Code and Payment Code Selection:
In order to process a payment in the above section, you must first select the new charge item code. You can do this by simply clicking on the appropriate button to select the Item Code (Item Code Easy Keys), or entering the exact code into the item code Text Field and click on the Retrieve button or press tab on your keyboard, if Easy Key is not available.
Item Code: An item code is used as a shortcut code to contain all the detailed information on a specific item, service or charge.
Item Code or
Item Code
Easy Keys
Item Code Text field
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Adding an Item Code or a Charge:
After you enter the Item Code, it will ask you to enter the payment amount into the Text box. Then click on the Add Item Button to add the charge to the account.
Note: Operator can add multiple item codes in one transaction.
Enter Amount in
the Text Field
Add Item and
Reset Item Button
Enter the Payment
Code Field Type
(e.g. For Credit
Card processing
enter CRCN in the
Add Payment Text
Box or click on the
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Processing a Transaction Using an Encrypted Card Reader:
After you add the charge, click on the CRCN button or enter the payment type in the add payment text field and click on the Retrieve Button or press tab on your keyboard to process.
Note: Prior to accepting the credit card payment, please be sure to ask for a photo ID. This is to avoid any fraudulent activity.
Now before you swipe your credit card for payment processing, press
ALT + R
keys on your keyboard to activate the P2P (Point to Point) encryption on your credit card swipe. After you swipe your credit card make sure to press theTAB
key on your keyboard. By pressing the TAB key a pop-up window will open, asking the operator to enter the last four digits of the credit card number for security purposes and then press ok.Add Payment and
Reset Payment
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In the last step, click on Add Payment Button to process the credit card payment. A receipt of this transaction should be printed out from your receipt printer.
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Processing a Transaction Using an Encrypted Card Reader with Key Pad:
The Credit Card transaction process will differ slightly depending on the type of credit card reader you have at your facility. The above mentioned card transaction was performed on a card swipe without a keypad. If you have a card swipe with a keypad on it you should use the following steps.
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Once you have selected CRCN, CASHNet will give you two options. You can either swipe the card or key
in the entry. If you select the SWIPE CARD option, the keypad will state READY and you can go ahead
and swipe the card.
Once you have swiped the patron's credit card a window will pop up on your computer monitor asking
you to enter the last 4 digits on the credit card. Enter the last 4 digits on the credit card, select OK, and
the transaction will process, giving you a receipt.
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Using the Credit Card Processor with a keypad allows you to key in an entry as well as swiping the card.
In order perform this type of transaction, you will need to select the KEY IN ENTRY option.
After you have selected the KEY IN ENTRY option, you will then look at the screen on the credit card
processor. It will ask you to enter the card number and expiration date on the key pad. Once finished,
you select enter on the keypad, and the transaction will be processed on the computer. A receipt will be
printed out of the CASHNet printer seen below.
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Cashiering Checkout or Batch Closing:
At the end of your work period, your batch of transactions should be the equivalent of your total receipts processed that business day. To close your open batch and checkout for the day, either click on the Checkout link located in the main menu or after clicking on the Cashiering link, click on the Checkout button. A screen similar to the following will display:
Note: For departmental payment processing, we only accept VISA and Master Card.
Note:
Make sure your receipts total matches with the System Balance.
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Voiding or Reversing Transactions:
You can only void a transaction on the same day it was processed. If a transaction happened over 24 hours ago then it has to be done via a refund process.
To void or reverse a transaction, use the Find Transactions menu to locate the transaction. Click on the transaction number link to view the transaction and then click on the Void button located below the Cashiering title bar.
Find Transactions:
Find Transaction:
Search can be done by:
1.
Department Name
2.
Actual dates-Fill in the
start date and the end
date by clicking on the
calendar
3.
Leaving the date fields
blank, will result in
viewing all transactions
from start to the current
date
4.
Item Code
5.
Customer Code
6.
Station
7.
Transaction Number
8.
Amount
9.
Credit Card No. (Last
Four Digits of the Credit
Card used in that
transaction.)
10.
Reference Type or
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Search Results:
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Refunding Transactions:
Note: You can do a partial refund or a full refund.
After you search the transaction on the Find transaction section, click on the Refund Buttonto start the refund process. A pop-up window will open asking to confirm and continue the refunding process.
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After you click okay,the following screen will come up. On this screen you can either enter the amount of the refund or click on the Full Amount Button. In a transaction you can refund from 1% to 100%, depending on your need. Also, to complete the refund transaction you need to enter the email address of the customer so that they can be notified. Refund Memo Field is optional.
Full Amount Button Amount Entry Field Refund Memo Field (Optional)
Customer Email Address Field (Required)
