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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. 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.
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Field Name | Description |
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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:
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Ref | The Plug'n Pay Order ID. |
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Button Name | Description |
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Uncheck All | Uncheck all the boxes in the Selected column. |
Delete Selected | Delete authorization on rows that are checked in the Selected column. |
Process Selected | All credit cards on rows that are checked in the Selected column will be billed when pressed. |
Close | Closes the Process Credit Card form. |
Print Report | Prints the displayed information to a report. |
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