Checkout a Wholesaler Secondary Folio

Checkout a Wholesaler Secondary Folio

Created On
Last Updated On
byDianne Lorento
You are here:
< Back

Select the correct folio, select to pay with the credit card on file.

Shift4 Dollars on the Net Checkout Wholesaler Primary Folio Image 1

Select the credit card associated with this folio and complete the charge by doing a settle.

 

Shift4 Dollars on the Net Checkout Wholesaler Primary Folio Image 2
Select P for payment
Shift4 Dollars on the Net Checkout Wholesaler Primary Folio Image 3

Shift4 Dollars on the Net Checkout Wholesaler Primary Folio Image 4
Print a receipt for the guest to sign and/or for their records.

At this point you can print a charge slip/receipt for the guest. To do this highlight the transaction you just processed. Hit F7 to get your options available.

Select ‘t’ to print the receipt. The only options on the print screen options that print both the guest receipt and the merchant copy (which is the one the guest signs and we keep), you MUST select to print this.  If you select to save or send, you will only receive the guest/customer receipt.

You may select to email a guest the copy of the receipt by selecting E for send as.
Shift4 Dollars on the Net Checkout Wholesaler Primary Folio Image 5The receipt will look similar to this;
Shift4 Dollars on the Net Checkout Wholesaler Primary Folio Image 7The merchant copy (ours) will look similar to the above but have a signature line for the guest to sign. Have the guest sign and file it away.
Shift4 Dollars on the Net Checkout Wholesaler Primary Folio Image 8

Tags:
Table of Contents