How to use the Use-Card-on-File option in the Accept Deposit feature in Starter Hut for the Moneris Vault credit card holders
In the 3.96 release, the Use Card on File option was added to the Accept Deposit feature in CPS v3 local version of Starter Hut. So now, taking deposits over the phone in Starter Hut will be easier for Moneris customers.
Note: Your customers whose credit cards use the Moneris Vault need to have their credit card present in order to make returns unless if they have a card on file with you.
Shout out to Brady Stead @ledgeviewgolf
To set up to receive a Moneris credit card
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Go to Tools | Options, select Credit Card/Gift Card/ACH.
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Select Credit Card. The Credit Card screen displays.
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Scroll down to the Moneris Cloud Solution and select the checkbox at the section heading.
Note: The pairing token information is unique; for more information follow this link to the Moneris guide on it>> https://www.moneris.com/-/media/Files/Downloadable_Guides/P400_MRC_QIG-ENG.ashx
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Fill in the necessary information. Contact a Club Prophet support agent if you need help.
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Select Save and Close in the bottom right of the screen when finished.
Next make sure you set up the customer using the Moneris credit card. See below>>
Note: For detailed information on setting up other Moneris credit card types, jump here>>
To add a customer's credit card on file that is using Moneris Vault
For a video on setting up a customer to use a credit card on file, jump here>>
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Go to the Customers module.
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Look up the customer whose card is using the Moneris Vault.
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Select the Credit Card/ACH tab in the middle of the screen.
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Click the Manage Card button. The Customer Card on File Management dialog box displays.
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Select the Create Card on File button. The Create Card on File dialog box displays.
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Enter all the required information exactly as it appears on the card. Do not use spaces or hyphens.
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Click Submit. A status bar displays.
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Select Close once this is done processing.
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Click Close in the Create Card on File dialog box.
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Select Exit from the Customer module screen. You can now book a tee time for this customer using the card on file.
To book a tee time and accept a deposit using a card on file
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Go to StarterHut v3.
Note: If a tee sheet is not opened, do that now.
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Select the desired time and select Book a Tee Time. The search screen displays.
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Search for the customer whose credit card is now on file. Their name displays in the top left corner.
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Double-click the name.
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Click Reserve in the lower right corner of the screen. The tee sheet displays again with the customer’s time highlighted.
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With the cells highlighted, select the Accept a Deposit button to the right. The Accept Deposit dialog displays with the Credit Card radio button selected.
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Select either the $ or % radio buttons depending on how you want to account for the deposit then enter the amount to the right of that.
Note: The credit card information is blurred out in the section below. However, if you have not entered a credit card on file for this customer, click the Create Card on File button now.
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Enter any other necessary information then select OK. The processing credit card message displays.
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Click the Use Card on File button. The tee time shows with an icon of the credit card and the letter D next to the deposit amount.