26 Jul 2024 | Windward Software
Windward System Five and Global Payments Integration Demo and Info Session
This Windward Webinar focused on the importance of integrated credit card processing within Windward System Five, specifically tailored for Canadian clients in partnership with Global Payments Canada.
The primary benefits discussed included streamlining operations, reducing errors, enhancing customer satisfaction, and improving security and compliance. The integration facilitates different transaction types that enhance business efficiency and accuracy.
- Kyle led the webinar, emphasizing the importance of seamless and secure payment processing for businesses (0:33).
- Integrated credit card processing within an ERP system was discussed as a beneficial solution for businesses to streamline operations, reduce errors, and improve customer satisfaction (1:09).
- The benefits of integrated card processing include efficiency and accuracy by eliminating manual data entry, enhanced security and compliance, and automation of authorized payments (1:48).
- The integration with Global Payments Canada was showcased as a pre-vetted solution for processing with Windward System 5 (2:47).
- A pre-recorded demonstration was shown, covering several transaction types such as Credit or Debit Card Transaction, Card Not Present Transaction, Pre-Authorization, and Pre-Authorization Capture (3:11).
- Transactions are tokenized to prevent credit card numbers from being exposed, providing enhanced security (6:32).
- The integration aims to provide convenience, reduce errors, and save time in accounting (7:10).
- Attendees were directed to a form available on the Windward software website for those interested in the global payments integration (9:12).
0:06
All right, hello, everybody, and welcome to today's webinar on the importance of integrated credit card processing with your Wigward System V ERP system.
0:25
This webinar is intended for our Canadian clients, and it's being run in conjunction with our integration partner, Global Payments Canada.
0:33
My name is Kyle, and I'm excited to guide you through this crucial topic that can significantly enhance your business operations, and you'll be hearing from Nico from Global Payments afterwards, after we show you how the integration works.
0:47
If you're like any other business on this call, you'd probably get peppered with calls from credit processors trying to get you to switch to their platform.
0:54
What they probably won't tell you is that there isn't any kind of integration to Windward system five, nor will they do any development to make that happen like global payments did.
1:05
Seamless and secure payment processing is more important than ever.
1:09
As businesses strive to provide exceptional customer services, having an integrated solution for credit card processing within your ERP system can make all the difference.
1:19
During this webinar, we'll explore how integrated credit card processing can streamline your operations, reduce errors, and enhance your customer satisfaction.
1:30
We'll also demonstrate some transaction types and scenarios where this integration proves invaluable.
1:40
All right.
1:41
On this next slide, there's a lot of words here, but really what it's coming down to is why integrated card processing?
1:48
Well, efficiency and accuracy.
1:51
Integration eliminates the need for manual data entry.
1:55
Reducing errors and saving valuable time for your staff.
1:58
Think about those times when you've had a key error and the customer got the wrong amount charged to their card.
2:05
Security and compliance.
2:08
Our integration was built with protecting sensitive customer information through secure transactions at the top of our mind.
2:16
Automation.
2:18
Authorized payments are automatically recorded on the invoice and flow through to the end of day transaction report, which can save a whole lot of time in accounting.
2:27
An enhanced customer experience.
2:29
The seamless checkout process can need to hire customer satisfaction and loyalty.
2:35
And then we have versatility in the payment options and we'll be demonstrating that here shortly.
2:47
All right, we've already vetted global payments for processing with Windward System 5.
2:52
And we're gonna show you how this integration works.
2:55
Now due to the nature of the testing environments, we chose to pre-record this part of today's webinar.
2:59
This three minute demonstration covers most of the scenarios.
3:11
Welcome to this demo of integrated credit card processing with Windward System 5 using Global Payments Canada.
3:18
We'll be showing several transaction types to highlight the integration's versatility and ease of use.
3:25
Credit or Debit Card Transaction First, let's process a $5 transaction with a debit or credit card using the TAP function.
3:34
Select Tender from the top menu and then in this case we'll choose Debit.
3:38
The correct amount is populated on the customer-facing pin pad.
3:45
Notice how smoothly the transaction goes through ensuring a seamless customer experience.
3:54
Upon approval, the payment is recorded in the appropriate column under Tender Types.
4:04
Card Not Present Transaction Next, we'll demonstrate a $6 transaction with a Card Not Present method.
4:10
This example is using the on-screen Web API to collect the card rather than a physical pinpad.
4:16
This is perfect for over-the-phone transactions, offering secure and convenient processing.
4:21
This functionality is common for collecting accounts receivable payments in a back office setting.
4:27
As with all transactions, the payment is recorded in the appropriate column under Tender Types upon approval.
4:34
We should also mention that for all of the transactions, a token that represents the card number is saved for a future transaction, providing flexibility and security for both the merchant and the customer.
4:47
Now, we'll show a pre-authorization for $7 on a Visa card.
4:53
The process changes just a bit as we'll be going into the credit cards tab on the invoice and selecting pre-auth.
5:00
A pre-authorized transaction reserves funds for a period of 2 to 7 days depending on the card.
5:06
It is not as common as the other payment options, but for some business types, being able to pre-authorize an amount is important.
5:16
Pre-Authorization Capture Finally, we'll complete the Pre-Authorization Capture.
5:22
This will complete the pre-authorization done earlier after work is completed or a rental is returned, whatever your business case is.
5:31
This time we'll click on the Credit Cards tab in the Invoice.
5:35
Notice the Pre-Authorization Token.
5:37
Click on Capture button to complete the authorization and a post-authorization token will be created.
5:43
Note that even though we are processing through the PIN pad, the customer is not required to insert their credit card as the transaction is tokenized.
5:52
These straightforward methods ensure quick and reliable payment processing.
5:58
As you can see, our credit card processing integration handles a variety of transaction types effortlessly, making it an ideal solution for your business needs.
6:07
Thank you for watching our demonstration of integrated credit card processing with Windward System 5 and Global Payments Canada.
6:16
Contact your account manager to get started.
6:28
All right, just a few notes before we move on.
6:32
As you saw in the video, the transactions are tokenized.
6:36
Now that's meant to prevent credit card numbers from being exposed, and if somebody were to gain any access, they wouldn't be able to get any actual credit card numbers, just tokens that represent the credit card number.
6:51
And then authorized payments, they're automatically recorded on the invoice, I think we mentioned that once before here, and then they also flow through to the end-of-day transaction report, so that kind of eliminates that situation where you have to do matching and whatnot.
7:10
And then the purpose of this integration is to provide convenience, reduce key errors, and then, of course, save time and accounting.
tion of it and send it out to the attendees here.
9:12
If you are interested in a global payments integration, you can go to windwardsoftware.com slash global payments, there's a form there to fill out.
9:23
It will go to both Windward and to global payments.
All right, hello, everybody, and welcome to today's webinar on the importance of integrated credit card processing with your Wigward System V ERP system.
0:25
This webinar is intended for our Canadian clients, and it's being run in conjunction with our integration partner, Global Payments Canada.
0:33
My name is Kyle, and I'm excited to guide you through this crucial topic that can significantly enhance your business operations, and you'll be hearing from Nico from Global Payments afterwards, after we show you how the integration works.
0:47
If you're like any other business on this call, you'd probably get peppered with calls from credit processors trying to get you to switch to their platform.
0:54
What they probably won't tell you is that there isn't any kind of integration to Windward system five, nor will they do any development to make that happen like global payments did.
1:05
Seamless and secure payment processing is more important than ever.
1:09
As businesses strive to provide exceptional customer services, having an integrated solution for credit card processing within your ERP system can make all the difference.
1:19
During this webinar, we'll explore how integrated credit card processing can streamline your operations, reduce errors, and enhance your customer satisfaction.
1:30
We'll also demonstrate some transaction types and scenarios where this integration proves invaluable.
1:40
All right.
1:41
On this next slide, there's a lot of words here, but really what it's coming down to is why integrated card processing?
1:48
Well, efficiency and accuracy.
1:51
Integration eliminates the need for manual data entry.
1:55
Reducing errors and saving valuable time for your staff.
1:58
Think about those times when you've had a key error and the customer got the wrong amount charged to their card.
2:05
Security and compliance.
2:08
Our integration was built with protecting sensitive customer information through secure transactions at the top of our mind.
2:16
Automation.
2:18
Authorized payments are automatically recorded on the invoice and flow through to the end of day transaction report, which can save a whole lot of time in accounting.
2:27
An enhanced customer experience.
2:29
The seamless checkout process can need to hire customer satisfaction and loyalty.
2:35
And then we have versatility in the payment options and we'll be demonstrating that here shortly.
2:47
All right, we've already vetted global payments for processing with Windward System 5.
2:52
And we're gonna show you how this integration works.
2:55
Now due to the nature of the testing environments, we chose to pre-record this part of today's webinar.
2:59
This three minute demonstration covers most of the scenarios.
3:11
Welcome to this demo of integrated credit card processing with Windward System 5 using Global Payments Canada.
3:18
We'll be showing several transaction types to highlight the integration's versatility and ease of use.
3:25
Credit or Debit Card Transaction First, let's process a $5 transaction with a debit or credit card using the TAP function.
3:34
Select Tender from the top menu and then in this case we'll choose Debit.
3:38
The correct amount is populated on the customer-facing pin pad.
3:45
Notice how smoothly the transaction goes through ensuring a seamless customer experience.
3:54
Upon approval, the payment is recorded in the appropriate column under Tender Types.
4:04
Card Not Present Transaction Next, we'll demonstrate a $6 transaction with a Card Not Present method.
4:10
This example is using the on-screen Web API to collect the card rather than a physical pinpad.
4:16
This is perfect for over-the-phone transactions, offering secure and convenient processing.
4:21
This functionality is common for collecting accounts receivable payments in a back office setting.
4:27
As with all transactions, the payment is recorded in the appropriate column under Tender Types upon approval.
4:34
We should also mention that for all of the transactions, a token that represents the card number is saved for a future transaction, providing flexibility and security for both the merchant and the customer.
4:47
Now, we'll show a pre-authorization for $7 on a Visa card.
4:53
The process changes just a bit as we'll be going into the credit cards tab on the invoice and selecting pre-auth.
5:00
A pre-authorized transaction reserves funds for a period of 2 to 7 days depending on the card.
5:06
It is not as common as the other payment options, but for some business types, being able to pre-authorize an amount is important.
5:16
Pre-Authorization Capture Finally, we'll complete the Pre-Authorization Capture.
5:22
This will complete the pre-authorization done earlier after work is completed or a rental is returned, whatever your business case is.
5:31
This time we'll click on the Credit Cards tab in the Invoice.
5:35
Notice the Pre-Authorization Token.
5:37
Click on Capture button to complete the authorization and a post-authorization token will be created.
5:43
Note that even though we are processing through the PIN pad, the customer is not required to insert their credit card as the transaction is tokenized.
5:52
These straightforward methods ensure quick and reliable payment processing.
5:58
As you can see, our credit card processing integration handles a variety of transaction types effortlessly, making it an ideal solution for your business needs.
6:07
Thank you for watching our demonstration of integrated credit card processing with Windward System 5 and Global Payments Canada.
6:16
Contact your account manager to get started.
6:28
All right, just a few notes before we move on.
6:32
As you saw in the video, the transactions are tokenized.
6:36
Now that's meant to prevent credit card numbers from being exposed, and if somebody were to gain any access, they wouldn't be able to get any actual credit card numbers, just tokens that represent the credit card number.
6:51
And then authorized payments, they're automatically recorded on the invoice, I think we mentioned that once before here, and then they also flow through to the end-of-day transaction report, so that kind of eliminates that situation where you have to do matching and whatnot.
7:10
And then the purpose of this integration is to provide convenience, reduce key errors, and then, of course, save time and accounting.
tion of it and send it out to the attendees here.
9:12
If you are interested in a global payments integration, you can go to windwardsoftware.com slash global payments, there's a form there to fill out.
9:23
It will go to both Windward and to global payments.
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