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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.
| 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. |
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