v2.0 - 8/3/05
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CreditLine Server Program is usually installed and run on the Point Of Sale Server machine. Point Of Sale program communicates with CreditLine Server through a text file or API (programming interface) instructing CreditLine Server to process authorization and other payment related transaction. CreditLine Server must be running for CreditLine to operate. CreditLine Server maintains a Transaction Database to enable operations like End Of Day Batch, Void, Add Tip etc. Payment transactions are usually batched at the end of the day.
IMPORTANT NOTE: Please see Security Setup Guide before proceeding with the rest of this tutorial
If you can, make sure that you have internet connected before running the rest of the tutorial
Select Start->Programs->911 Software->CreditLine->CreditLine Server
You can also run the program directly: c:\911\bin\ccv_server.exe
You should be able to see the program as shown below
Top window shows cards enabled for processing and the bottom window shows communication status
While most Point of Sale systems will control CreditLine Server directly with their own user interface, CreditLine Manager is a very useful testing and management tool.
Select Start->Programs->911 Software->CreditLine->CreditLine Manager
You can also run the program directly: c:\911\bin\ccv_manager.exe
You should be able to see the program as shown below
Usually, this operation is controlled by a POS system. CreditLine Manager interface is provided mostly for testing and manual entry.
The account that CreditLine ships with is a test account so feel free to authorize and batch credit cards - no funds are transferred.
From the "On-Line" menu select "Sale..".
You should see the following dialog
1) If you have a card reader attached you can click "Read Card" button then scan the card, otherwise enter your credit card number and expiration date
2) Enter 1.00 in Base Amount field. Ignore the rest of the fields for now.
3) Click "OK"
You should see Verify Card Information dialog below
Click "OK"
You should see Working... dialog below
If your internet connection is active shortly you should receive an approval confirmation
Click "OK"
The server should look like this:
From the "View" menu select "View/Modify Current Batch".
You should see the following screen
View/Modify is a very powerful utility. Please refer to the User Guide for complete operation. A separate Archive Utility is provided for advanced batch modification and reversal.
Click "Batch"
Click "OK"
NOTE: Because the VITAL test account is shared by many people, the settlement may fail with a "DUP" (duplicate batch number) error. Go To Configuration -> Settlement. Select Default->Edit and increment the Batch ID in Current Batch Setup. Restart CreditLine Server and repeat the Batch step.
Click "OK" to dismiss View/Modify dialog
Note: you can also batch from the "On-Line" Menu. Point Of Sale program can also control the batch as well as all other aspects of CreditLine
Although most Point Of Sale programs have their own reporting system, there are many useful reports that can be run from CreditLine Manager
Setup Sheets are also located in Reports menu.
Click "Reports"->"Setup Sheets".
Select a processor and click OK. This will print the required fields for the setup. Have your bank representative fill in the missing information.
The Import Feature is useful for processing massive recurrent charges. for instance Club membership. Import will import from a text file into the current journal. Export will export the current journal into a text file. For more information please see the Import/Export Guide
Please see Setup Guide