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The Process Credit Cards form lists orders and invoices that are authorized to be processed. You can authorize a credit card for a one-time payment on an order in the Editing Order form's Bill Credit Card button. See How to Authorize a Credit Card for an Order. Customers can also be set up with a default credit card for invoices in the Accounting tab of their customer record. See Customers - New/Edit Customer. From here you can select the charges you would like to process, for orders or invoices. 

To get to the Process Credit Cards form, from the top main menu in X Dispatch go to Actions > Process Credit Cards.

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Field NameDescription
SelectedIf checked, the row will be selected for processing or deleting the credit card authorization when the Process Selected button is clicked.
ProcessorThe company that will authorize the transaction.
TypeWhat the credit card is being billed for. i.e. Order or Invoice 
Order ID/Invoice IDX Dispatch Order ID or Invoice ID. Clicking grey box will open order or invoice in X Dispatch. 
CustomerX Dispatch Customer number and name.
ChargesTotal to be charged to credit card for order or invoice.
Status

In which state the credit card transaction exists:

  • "None" - field will be blank
  • "The credit card was approved".
  • "Failure: Final status = problem"
RefThe Plug'n Pay Order ID.

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  1. Go to the Action menu, and select Process Credit Cards.  

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  2. Select the order(s) and/or invoice(s) you want to process. All orders that authorized a credit card will appear here. Some orders may not have been delivered yet. You can click on an order to view the status of the order prior to settling the charges. Clicking on the Order/Invoice ID button will open the record. If an order rate is edited, it is recommended to close this screen and reopen to refresh the charges. 

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  3. Click Process Selected. Cards will now be approved or declined in the Status field.


Tip
titleQuick Tip

If there are any errors after trying to process credit cards, it is best to contact Plug'n Pay first to locate the processing error. 

Plug'n Pay support: https://www.plugnpay.com/support/

Worldpay support: 800-846-4472 Select the option for merchants (currently option 1), then Customer Care. Tell the representative that you need “technical assistance for an error you received using an integrated solution with CXT Software”.

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