To reach Basic Program Set-up, select FILE and BASIC PROGRAM SET UP from the Menu Bar. The Basic Program Set-up Screen will appear.  At the top of your screen, you'll notice several file folder tabs.  Click on "Credit Card Processing " to reach this portion of Basic Information:

Note that all of the features on this page are a part of AnyOrder Level III (or higher).  More information on AnyOrder Levels is found at: Comparison of AnyOrder Editions.

The credit card settings on this screen are used in Touch Tone credit card processing.  Touch Tone is rarely used these days, but it's available should you need it.  Most users who need integrated credit card processing will probably use Gateway credit card processing.  Click here for more information: Gateway credit card processing.

Parts of the Credit Card segment of Basic Program Set-up include:

When the Auth (Authorization) Button is clicked on the Main Invoice Screen, Activate. On the Main Invoice Screen just above the Credit Card Field, you'll find a small, pink color "Auth" button.  The button makes it easy to quickly access the AnyOrder's credit card processing features.  The button can be programmed to active the Gateway or Touch Tone processing dialog boxes.

The rest of the dialog box involves touch tone credit card processing.

Touch Tone Credit Card Processing Set-up Information . . .

Phone Number Used for Credit Card Authorization. Type-in the phone number that you call to obtain authorization information on credit cards.  Include the long distance preface.  Here's an example:  1-800-228-1111. If you don't have phone number, you'll need to set up a merchant's account with you bank. For more information, see Background Information

Merchant Number. Type-in your Merchant Number.  This is the number that is assigned to you for credit card processing when you set up an account with your bank or financial service institution.  For more information on setting up a merchant account, see Background Information.

Terminating Key. A Terminating Key is the key on your phone dial pad that the authorization center asks you to press at the end of a string of numbers.  In the great majority of cases, the Terminating Key will be the pound sign (#).  For instance, after you enter the customer's credit card number or expiration date or amount, you would end it by pressing the pound sign (#).  It tells the processing center's computer that you are finished with that number.  If there is no terminating key, then leave this space blank.  If you are unsure, use the default value (#).

What port is your modem connected to?

(Note: If you have already selected the Modem's port in Telephone and Internet portion of Basic Information, you don't have to select it again here.  The port will be the same for telephone and credit card processing.)  If you haven't select your modem's port yet, then pick the correct port from the list.  Often, modems are connected to COM3, but it could be any of the other ports on the list.  If you don't know your modem's port number, you can find out by checking the Windows Control Panel (for details see Using the Control Panel to Determine COM Port). Or, if desired, you can try different COM ports and test each by pressing the "Test Modem" button.  The one that is able to make a call is your COM port. Note that once you determine a COM port, it will be the same port that will be used for regular telephone calls.

Note:  In order to use the phone and credit card features you need to have a "Dial-up" modem.  A dial-up modem is not the same as a DSL or Cable modem.  DSL or Cable modems will not take the place of a dial-up modem.  Dial-up modems come with most computers, but not all.  If you don't have a dial-up modem, they are inexpensive and can be installed easily.  Make sure that your phone is plugged into the modem.  In other words, if it's an internal modem (which most dial-up modems are), your phone should be plugged into the jack on the back of the computer.

Modem Test. When you click on this button, you can test your modem to make sure it will work with AnyOrder!  The test is easy to do, and you'll want to be sure to do it since it is your assurance that AnyOrder! will work with your computer equipment.  For more details: Modem Test.

Bank Number. Some processing centers require you to key-in a bank number.  If your processing center requires a bank number, then type in the appropriate number here.  If your processing center doesn't ask for a bank number, then leave this space blank.

Modem Initialization String

Normally, you can leave this blank. However, if you have trouble establishing a connection with your modem or making a test call, it may be because your modem needs to be re-set with an initialization string.  Common initialization strings are ATF or AT&F (which re-set the modem to factory defaults). More Information.  The default is no initialization string.  (If you indicated an initialization string in the Telephone and Internet portion of Basic Set-up, then it is not necessary to re-enter it here.)

AVS: Maximum Number of Characters Compared. Address Verification (AVS) is used to verify the address the customer gave you by comparing it with the customer's billing address on file with the credit card company.  AVS is optional, but if you use it, the processing center will ask for the numeric characters making up the customer's address, i.e. 3456 are the numeric characters making up the address: 3456 Main Street West. If the information supplied by the processing center doesn't mention a limit on the number of numeric characters, then set this number to 0.  If there is a limit, then select the proper number.

AVS: Use PO Number if No Street Address is Available. Address Verification (AVS) is used to verify the address the customer gave you by comparing it with the customer's billing address on file with the credit card company.  AVS is optional, but if you use it, the processing center will ask for the numeric characters making up the customer's address.  If you select YES for this option, AnyOrder! will use the PO Box Number for any customer without a street address.  If the processing center accepts only the street number, then select NO.  This information should be provided to you by the processing center.

AVS: Included Numbered Streets With the Street Address. Address Verification (AVS) is used to verify the address the customer gave you by comparing it with the customer's billing address on file with the credit card company.  AVS is optional, but if you use it, the processing center will ask for the numeric characters making up the customer's address.  If you select YES for this option, numbered streets will be included among the numeric characters, i.e. 1135 11th Ave will result in this number: 113511.  If you select NO for this option, numbered streets will NOT be included among the numeric characters, i.e. 1135 11th Ave will result in this number: 1135.