| Anchor | ||||
|---|---|---|---|---|
|
| Table of Contents |
|---|
...
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. See How to Charge, Process and Reconcile Credit Cards in X Dispatch.
To get to the Process Credit Cards form, from the top main menu in X Dispatch go to Actions > Process Credit Cards.
| Field Name | Description |
|---|---|
| Selected | If checked, the row will be selected for processing or deleting the credit card authorization when the Process Selected button is clicked. |
| Processor | The company that will authorize the transaction. |
| Type | What the credit card is being billed for. i.e. Order or Invoice |
| Order ID/Invoice ID | X Dispatch Order ID or Invoice ID. Clicking grey box will open order or invoice in X Dispatch. |
| Customer | X Dispatch Customer number and name. |
| Charges | Total to be charged to credit card for order or invoice. |
| Status | In which state the credit card transaction exists:
|
| Ref | The Plug'n Pay Order ID. |
...