Process Payments
Orders / Process Payments
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Tuplo Studio User Manual
Orders / Process Payments
Last updated
Was this helpful?
Ensuring customer satisfaction is a top priority, and timely product payment is vital. This section provides detailed information about the various payment types Tuplo Studio supports and how to manage them efficiently.
Tuplo Studio supports processing these payment types:
Credit
Debit
Cash
Checks
Gift cards
Other seller-defined payments (Advanced Feature)
Once products have been added and shipping has been completed:
Click the Add Payment button to open the Add Payment Window.
Then, to add a payment:
Select a payment type.
Enter the desired amount.
Add any additional details depending on the payment type.
Click the Process button.
If your sales are strictly online and do not have a retail location, customers provide their card information when checking out on your website. You only need to capture funds when you fulfill that order.
If you have a physical retail location, credit card payments are processed using a PayJunction Smart Terminal by either swiping, inserting, tapping, or manually entering card information. Terminals that support the tapping function are compatible with mobile payment services like Apple Pay and Google Wallet.
Complete the following steps to process a credit or debit payment using a PayJunction Smart Terminal.
Click the Add Payment button.
Select credit.
Select Smart Terminal.
Enter an amount.
Click the Process button.
The customer then either taps, inserts, or swipes their card to finish the process.
You can manually enter a credit card by keying in the number and information related to the customer's card. This is helpful when taking orders over the phone or if there are issues when attempting to process the card.
To manually enter a credit card:
Click the Add Payment button.
Select credit.
Select key.
Enter an amount.
Enter card details.
Click the Process button.
Quick Tips!
If you manually enter a card and do not physically interact with it, say if you are taking an order over the phone, check the Card Not Present box and fill out the additional Address Verification System (AVS) section.
If a PayJuction Smart terminal is not an applicable option, you can use a standard three-band credit card scanner to capture in-store credit card payments.
The notable difference when using this option will be the absence of the Smart Terminal tab in your credit payments section.
To swipe and accept credit card payments:
Click Add Payment.
Select credit.
Choose Key.
Click the Swipe button.
Swipe the card.
Click process.
Pre-authorized Credit Card Payments occur when a card provider holds approved funds until a merchant captures and claims the transaction.
In Tuplo Studio, pre-authorized payments are indicated with a green AUTH badge in the payments section. When you're ready to capture a payment, follow these steps:
Select the payment and perform one of the following actions:
Right-click the payment and select the Capture Credit Card Funds option.
Click the Capture button.
Enter the payment amount.
Click the Process button.
Quick Tips!
Using the Multi-Order Operations feature, you can also capture pre-authorized payments from multiple orders using the More Options Menu in the Orders tab of the Navigator Window.
Additional funds can be captured or authorized from a card already on an order. This would be an option if a customer requests more products to be added to their order, resulting in a greater amount due.
To do so:
Right-click a captured credit card payment and choose one of the following.
Capture Additional Credit Card Funds
Authorize Additional Credit Card Funds.
Enter the amount to apply for capture or authorization.
Click the Process button.
Voiding a payment releases a pre-authorized credit card payment and removes it from the list of active payments. This can only be performed before you capture the funds from the payment.
Suppose a customer already provided a pre-authorized payment but wants to use a different payment method. In that case, you can void the pre-authorized payment after setting up the new payment method.
To do so:
Select the desired payment.
Click the Void button.
Click OK.
Several reasons can lead to a negative amount due in the Order Detail Window. A negative amount requires you to refund the customer the displayed amount before the order can be closed.
To provide a customer with cash back:
Click the Cash Back button.
Enter the amount.
Click the process.
Continue the transaction as usual. Then, when you close the order, a cash back prompt will appear, and the cash drawer will open for you to provide the customer with their refund.
To return funds to a credit card, you will issue a credit to that card.
To issue a credit to a card:
Select the desired payment.
Then either:
Click the Credit button.
Right-click the payment and select credit credit card payment.
Enter the credit amount.
Click the Process button.
Quick Tips!
After capturing a credit card payment, you can issue a refund to the customer by manually entering the card information and selecting the refund to card action.
Reverse cash payments if a customer requests a payment type change before adding funds to the order.
To reverse a payment:
Right-click the payment.
Choose the reverse payment option.
Click OK.
Quick Tips!
Reversing payments should not be performed to issue cash back.
When issuing cash back, you can choose this option when the refund is issued to a card not added to the order.
Should an issue occur during processing, such as an invalid card number, insufficient funds, connection errors, etc., Tuplo Studio displays an error message outlining the problem.
Tuplo Studio logs all declined online credit card payments, provides the reason, and labels those payments with a blue declined badge.
If a customer's payments continue to decline online, they are prevented from attempting another payment online.
Advanced Feature
This feature is part of our advanced offerings. If you're interested in exploring this and other premium features, we encourage you to contact our sales team.
Tuplo Studio can work with other physical card processing systems. These options can be configured and added to the Other payment options.
Several options exist to provide Receipts depending on the order process.
If a customer completes an order on your website, they will receive a digital receipt to the email in their customer account or one that they provided.
When completing an order in-store using retail mode, receipts default to printing automatically to the designated printer you've chosen in your preferences.
Depending on various settings and hardware access, you may find it easier to deliver your receipts using our alternative delivery options.
To activate this setting:
Navigate to your Tuplo Studio preferences.
Select the printers tab.
Activate the 'show print panel before printing' checkbox.
The print dialog screen will appear when you complete an order in retail mode or click the print receipt button. From here, you can select from different options, just as you would when printing documents, to determine how you will deliver the receipt to your customer.
