Business Accounts


This is an employee resource page. Click here for the public Business Accounts information page

C.O.D.

Payment received before item leaves building.
Applies to new clients, existing clients without credit terms listed below and 3rd party billing.

Customer Service - Ensures client has approved all charges including shipping. Notes in docket C.O.D. or "client must pay before ship". Notifies accounting to reach out to client with invoice for payment.
Ship Desk - Notifies accounting item ready to ship. Holds shipment for payment.
Accounting - Runs credit card and sends together with final invoice. Notifies shipping to release order.

C.O.D.-CC

Client has a Credit Card On File for convenience and to avoid shipping delays.    

Customer Service - Ensures client has approved all charges including shipping.
Ship Desk - Ships when ready - notifies accounting to charge card.
Accounting - Runs credit card and sends together with final invoice.

Net 30 TERMS

Client has applied for and received credit terms.  

Customer Service - Ensures client has approved all charges including shipping.  
Ship Desk - Ships when ready. 
Accounting - Submits final invoice promptly through pre-arranged channels.

Public Link: Credit Card Payment Form
Public Link: Credit Card Keep on File Form
Public Link: Credit Application for a Business Account


How to: Run a credit card in Person 

1. Enter purchase amount > OK

2. Follow on-screen instructions

3. Cardholder receipt - give to client with copy of invoice

4. Merchant receipt - staple to invoice

5. Submit receipt with invoice to accounting/reception.

 

To reprint a receipt push # > ADMIN > REPRINT


How to: Run a credit card Online 

1. Login to Moneris e-select Portal at: https://www3.moneris.com/mpg/index.php

Store ID: monca61748  <--must be lower case 

2. TERMINAL > PURCHASE    (Not “Pre-Authorize”)

  • Enter Order ID = Invoice Number
  • Enter Customer ID = Client ID from File Maker Pro 
  • Complete remaining fields and click "PROCESS TRANSACTION"

3. Use “Send Email Receipt” button to send receipt though system or “Print Receipt” and save as PDF to manually email.

IMPORTANT! Print copy of receipt for Accounting/Reception. 

Step by Step Guide with Pictures