The takepayments Transaction Gateway is a feature in VGM that simplifies processing card transactions for sales receipts and refunds. Follow the instructions below to utilize this feature.
Accessing the takepayments Transaction Gateway
Instead of selecting "Add Sales Receipt" on a Sales Invoice or "Add Sales Refund" on a Sales Credit, click the "takepayments" button at the top of the grid. This will open the takepayments Transaction Gateway.
Creating a Sales Receipt
In the "Sales Invoice" grid, select the Sales Invoice you want to process a payment for.
Click the "Sales Receipts" then the "takepayments" button to open the takepayments Transaction Gateway.
Select a connected payment terminal from the "Payment Terminal" dropdown list. If necessary, use the refresh button to update the list.
Select a "Card Payment Compatible" payment type from the "Payment Type" dropdown list. You can modify payment types by navigating to "Financial > Financial Settings > Payment Types."
Input the receipt amount and any additional reference notes.
Click the "Start Receipt" button to begin the transaction. A new window will appear while VGM communicates with the card terminal and takepayments servers. Do not close or refresh your browser during this process.
Transaction Completion:
If the transaction is approved, the takepayments Transaction Gateway will close, and a Sales Receipt with the takepayments Transaction ID and timestamp will be generated.
Sales Receipts linked to takepayments transactions are marked with a smiling pink wallet icon in the last column.
Creating a Sales Refund
On a "Sales Credit", select "Sales Refund" then click the "takepayments" button to open the takepayments Transaction Gateway.
Follow similar steps as for the Sales Receipt, but click the "Start Refund" button instead of "Start Receipt."
Note that non-contactless refunds often require the cardholder to insert their card and enter their PIN for approval.
Handling Failed Transactions
Here are some common reasons for transaction failures and possible solutions:
Transaction Failed: Timeout (### Seconds):
The terminal did not receive any input within the specified time limit.
Transaction Failed: Terminal NOT Connected:
The connection to the terminal was lost, possibly due to Wi-Fi issues.
Transaction Failed: Terminal NOT Authenticated:
There is a problem with the terminal. Check its status in the settings tab.
Transaction Failed: Terminal appears to be busy:
Another transaction is in progress on the selected terminal.
Transaction Failed: Card issuer has declined the transaction:
There is an issue with the card issuer.
Transaction Failed: Aborted via Terminal:
The transaction was cancelled from the terminal.
