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Marlin GTX enables you to set up and process AMEX as a customer payment method in Marlin GTX.
Initial Set Up
Customer Set Up
If there is not already an AMEX customer, set one up and ensure the merchant fees are directed to the correct account.
In Manage Customers, click on the icon to add a new Customer.
On the Details tab, enter the details as follows.
On the Options tab, ensure the correct Merchant Fee Account is selected and enter other values as appropriate for your system.
Payment Type Set Up
You will need to ensure that AMEX is set up as a Payment Type.
From the menu, select System > Options.
Click on the Payment Types tab and then on the Other tab.
If AMEX is not already set up in the list:
- Click on the Add button and select AMEX from the Customer list.
- If you will charge customers a surcharge for using AMEX, enter an amount or percentage.
- Click on the Save icon.
Payment Method
You will need to ensure that Other Account is displayed as a payment method on the Payment Details screen that appears when you finalise a cash sale.
From the menu, select System > Options.
Click on the Payment Methods tab.
Select Customer Invoice then ensure that Other Account is ticked.
Click on the Save icon.
Processing an AMEX Payment
Convert the Work Order to an Invoice as usual and make any required changes or additions.
Customer 1 CASH SALE must be used for AMEX payments.
- Click on Finalise to display the Payment Details window.
- Press Enter in Other Customer to apply the full invoice amount.
- Select AMEX from the Type field picker.
- Click on the OK button to process the payment.
If required, you can split the payment between different payment methods, including AMEX, by entering the appropriate amounts in each field.
Ensure the remaining amount in the Balance field is zero before you click on the OK button.
Processing a Receipt from AMEX
When receiving the payment from AMEX you will need to process a Receipt.
- Select AMEX as the Customer.
- Enter the Amount Received and the Merchant Fee Amount (the GST component will be calculated automatically for you).
- Allocate the amount (including Merchant Fee Amount) against the appropriate transaction.
- Ensure the Left To Allocate amount at the bottom of screen is 0.00.
Click on Finalise to proceed to the Receipt Details screen:
- Enter in the Direct EFT field to apply the total amount received into your bank account from AMEX (excluding Merchant Fee Amount).
- Enter an appropriate reference.
- Ensure the Balance is 0.00 and click on OK.
