STX Beacon User Guide
Credit Card Processing First Na8onwide Payments
Mobile Devices
Mac & Windows OS
Table of Contents
3 Credit Card Processing: Select Merchant Gateway
5 Processing a Credit Card via Beacon & First Nationwide Payments
8 Reports: Electronic Payment Details
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Credit Card Processing: Select Merchant Gateway
Optional credit and debit card payment processing is managed via our integration with First Nationwide Payments. For information on the First Nationwide Payments credit card merchant gateway or on obtaining a new First Nationwide Payments merchant account, please contact STX Software.
Whether the account is for the Company or for an individual Worker, you will need to select which type of merchant gateway account you are using for processing credit cards electronically through Beacon.
Select Merchant Account: Company
To select which merchant gateway account to use for the Company:
• Go to Main Menu: Setup: Tickets The following page will appear:
Merchant Account: Payment Gateway
Use the drop-down menu to select AnywhereCommerce for your First Nationwide Payments merchant account.
In Store ID and Key
Enter the ID and Key obtained from the merchant gateway upon signing up for an account.
Online ID and Key
Enter the ID and Key obtained from the merchant gateway upon signing up for an account.
Check the Test checkbox to send credit card transactions to a test account, rather than to the business account.
When you’re ready to have transactions posted to the business account, be sure to remove the check on the Test checkbox. If the Test checkbox is checked, no deposits will be made for credit card transactions.
Device Configuration: Credit Card Device
Use the drop-down menu to select the appropriate card reader.
Select Merchant Account: Worker
Payment Gateway
Use the drop-down menu to select AnywhereCommerce for the worker’s First Nationwide Payments merchant account.
Merchant Account ID
Enter the ID obtained from the merchant gateway upon signing up for an account for the worker.
Merchant Account Key
Enter the Key obtained from the merchant gateway upon signing up for an account for the worker.
To select which merchant gateway account to use for the Worker:
• Go to Main Menu: Setup: Workers: Worker Setup
• Click the Worker Name, and go to the Profile tab The following page will appear:
Check the Merchant Account Test checkbox to send credit card transactions to a test account, rather than to the worker account.
When you’re ready to have transactions posted to the worker account, be sure to remove the check on the Test checkbox. If the Test checkbox is checked, no deposits will be made for credit card transactions.
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Processing a Credit Card via Beacon & First Nationwide Payments
In order to process payments electronically, you must have Company merchant account information entered in Beacon on the Setup: Tickets page, or have Worker merchant account information entered on the Worker Setup: Profile page.
Be sure the merchant accounts are NOT checked as a Test account if you are ready to have t h e e l e c t r o n i c p a y m e n t s deposited to the merchant account.
You must also have at least one payment type set up for electronic processing in Setup: Company:
Payment Types, and an image must be assigned.
From the Payments tab on a ticket, click the Add Line button to add a form of payment.
Edit the Amount Paid as appropriate for the Payment Ty p e . T h i s i s e s p e c i a l l y necessary if the client is paying with more than one form of payment.
From the Payment Type drop- down menu, select a payment type which is set up to process electronically.
In this example, 5.00 was paid with Cash, and Visa will be selected for the remaining 100.00 of the Total ticket amount.
S e l e c t t h e a p p r o p r i a t e Merchant Acct from the drop- down menu.
If using a desktop computer for Beacon, simply swipe/insert the credit card when the Ready to Swipe field appears.
When the credit card has successfully processed, the word Success will appear.
No changes can be made to the electronic payment type once it has been approved.
Enter any necessary notes in the Notes field for the payment type.
If using a mobile device, the Ready to Swipe field will not appear.
Click the payment type icon to the right of the merchant account selected.
Follow the screen prompts for processing the payment.
When the credit card has successfully processed, the word Success will appear.
No changes can be made to the electronic payment type once it has been approved.
Enter any necessary notes in the Notes field for the payment type.
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Continue with completing the ticket:
• Add other forms of payment
• Book Appt before Save
• Rebook Appt before Save
• Save without booking
• Cancel changes
• Clicking Cancel after an electronic payment has been processed will preserve the payment, but discard any other changes made to the ticket.
Reports: Electronic Payment Details
Go to Main Menu: Reports, and click the Electronic Payment Details report.
Select a Begin Date and an End Date for the report.
Electronic Payment Details - Table including the payment details of credit cards processed electronically via First Nationwide Payments merchant accounts. Details include the following information during specified date range:
• Payment Date and Time - Date and time when the payment was processed.
• Ticket # - Ticket number where credit card was processed for the client.
• Client Name - Client’s name on the Ticket.
• Payment Amount - Amount processed on the client’s credit card.
• Auth. Code - Authorization code returned to the system after processing the client’s credit card.
