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  Products > Sell It! Swipe It!
  Turn ACT! into a Credit Card Processing Terminal Charge your client’s credit card directly in ACT! .

Key FeKey Features:
Option to save encrypted customer credit card details in ACT!
Creates a history of all transactions in ACT!
Generate credit card transaction reports

Virtual terminals are good to have, but re-typing customer information that is sitting in your ACT! database is unnecessary. Sell It! Swipe It! enables you to process credit card transactions from ACT! with the click of a button.

Sell it! Swipe it! Utilizes your own online merchant account with your credentials, and allows processing of credit card charges from ACT!

The steps to process a charge are quite simple:
  • Lookup the Customer in ACT
  • Click on the "New Charge" button
  • Enter the amount of the charge
  • Click “Process Charge”
After processing the charge, you get notified of the transaction results (Declined, Approved) and a history of the transaction gets created in ACT.

You have the option to either have the credit card info saved (encrypted of course) to your customer’s record, or, you can configure it to require you to enter the Credit card details for each transaction.

The Report module allows you to run transaction reports by contact(s) or by user(s) and you can specify Approved and/or Declined transaction over a specified Date Range.

Note: Sell it! Swipe it! currently works with Authorize.net and PayPal Flow) if you need Sell it! Swipe it! to work with a different Gateway (online credit card processor) then we currently provide, we can integrate your Gateway to work with Sell it! Swipe it!. It is $750 to add a gateway, and we credit $375 toward your licenses.

1 User
5 users
10 users

Download Evaluation version | Buy Full version

The ACT Contact record, click the “Charge” icon. The above form appears (pre-populated) with your customer’s information. Simply add the transaction information at the bottom of the screen. If needed, you can edit any of the contact information at the top of the screen (and the system will prompt you to save any edited info back into ACT)

(You can save all the information, (including the Credit Card info) back to the Contact’s record, so next time you do not need to re-enter. Credit card details can be saved in a hidden/encrypted format so that it stays protected and cannot be printed out of the database).

Set your report filters in the above screen. Click OK, and your report merges to Excel, as shown below:

Sell It Swipe It uses ACT! permission levels to grant certain rights: For instance, you have to be a Standard or Above user in order to generate credit Card charges. To modify any of the settings for Sell it! Swipe it! You need to be an Administrator.

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