From Exposition, select Process booth orders, open an order, and click Payment
Check/CC
Enter the check number or credit/debit card code. Credit/debit card codes are defined on the Set up cash accounts window (from AR/Cash, select Set up tables > Cash accounts).
Payment card fields
■ CC #
(Required when a credit/debit card code is entered in the Check/CC field) Specifies a credit/debit card number. When a payment is saved, all but the last four digits of the card number are masked.
■ CSC
(Displayed when a European debit card code is entered in the Check/CC field and the associated card authorization account uses the Other gateway and accepts a CSC number for deferred authorization) Specifies the European debit card CSC number. When a payment is saved, the CSC number is masked.
■ Exp
(Required when a credit/debit card code is entered in the Check/CC field) Specifies a credit/debit card expiration date (mm/yy). When a payment is saved, the expiration date is masked.
■ Authorize
(Displayed when a credit/debit card code is entered in the Check/CC field) Specifies an authorization code for the credit/debit card.
■ Name on CC
Enter the name on the credit/debit card.
■ Issue #
(Required/Displays when a debit card code is entered in the Check/CC field and the associated cash account requires an issue number) Enter the debit card issue number.
■ Issue Date
(Required/Displays when a debit card code is entered in the Check/CC field and the associated cash account requires an issue date) Enter the debit card issue date.
Note: If Advanced PCI Compliance > Do not retain cardholder information is enabled, iMIS saves transactions without cardholder data and shows only gateway reference number and authorization code fields.
Payment Amount
Enter the amount of the check or credit/debit card payment.
Ref/PO
(optional) Enter the reference or purchase order number.
Source Code
(optional) Enter the source of the payment; for example, mail or telephone. Select the Find icon to look up a source code.
More Payments button
Click to open an additional Payments window for recording additional payments made on the order.
Payment Schedule button
Opens the Payment Schedule window used for scheduling payments and overriding the payment schedule on the Expo General Setup window:
Calculator
% Down - Enable to indicate that the down payment is a percentage of the amount due.
$ Down - Enable to indicate that the down payment is a specific dollar amount.
Down (% or $) - Enter the required down payment (percentage or dollar amount).
# of Payments - Enter the number of payments.
Order Total - Displays the total payment amount.
Calculate button - Click to calculate the payment schedule.
Payment Schedule - Override the payment schedule defined for the exposition on the Expo General Setup window.
To enter a single payment for an order
Follow this procedure when an order is purchased with a single payment. See To enter multiple payments for an order for orders purchased with multiple payments.
1. From Exposition, select Process booth orders to open the Process booth orders window.
2. Open an order (see Finding Exposition Orders).
3. Click Edit.
4. Click Payment to open the Payments window.
5. Enter the payment information:
□ Enter either a check number or credit/debit card code (if you enter a credit card code, additional fields display, requiring population).
Note: If Advanced PCI Compliance > Do not retain cardholder information is enabled, iMIS saves transactions without cardholder data and shows only gateway reference number and authorization code fields.
□ Enter the Payment Amount.
□ (optional) If the exhibitor has sent a purchase order, enter the number or reference key in the Ref/PO field.
□ (optional) Enter a Source Code.
6. Click OK to return to the Process booth orders window.
7. Click Save.
To enter multiple payments for an order
Follow this procedure when an order is purchased with multiple payments.
1. From Exposition, select Process booth orders to open the Process booth orders window.
2. Open an order (see Finding Exposition Orders).
3. Click Edit.
4. Click Payments to open the Payments window (first instance), and enter the Payment Amount of the first payment.
5. Click More Payments to open the Payments window (second instance):
□ Enter the payment information.
□ Click OK to return to the Payments window (first instance).
6. Click OK to return to the Process booth orders window
7. Click Save.
To create or modify a payment schedule
Although you defined the default settings for the exposition payment schedule on the Expo General Setup window, you can override the settings on the Payment Schedule window (defaults to the settings defined on the Expo General Setup window).
1. From Exposition, select Process booth orders to open the Process booth orders window.
2. Open an order (see Finding Exposition Orders).
3. Click Edit.
4. Open the Payment Schedule window:
□ Click Payment to open the Payments window.
□ Click Payment Schedule.
5. Enable either the % Down or the $ Down option, and enter the required Down payment:
□ If you select the % Down option, the down payment is a percentage of the amount due.
□ If you select the $ Down option, the down payment is a specified dollar amount.
6. Enter the required # of Payments, and Calculate the amount due on each payment.
7. Click OK to return to the Payments window.
8. Click OK to return to the Process booth orders window.
9. Click Save.