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To process credit cards you need to set it up in the global options Accounting tab. See Setting Up Credit Card Processing in X Dispatch. |
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. Customers can also be set up with a default credit card for invoices in the Accounting tab of their customer record. 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 the Operations App.
To get to the Process Credit Cards form, from the top main menu in the Classic Operations App 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 | Operations App Order ID or Invoice ID. Clicking grey box will open order or invoice. |
Customer | Operations App 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. |
Button Name | Description |
|---|---|
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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