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To process credit cards in X Dispatch 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 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 Dispatchthe Operations App.

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

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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

Operations App Order ID or Invoice ID. Clicking grey box will open order or invoice

in X Dispatch

Customer

X Dispatch

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:

  • "None" - field will be blank

  • "The credit card was approved".

  • "Failure: Final status = problem"

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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  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

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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”.

How to Print a Credit Card Transaction Summary 

Print Credit Card Transaction Summary Report

You can print a report to show all processed cards/invoices to reconcile credit card batches in your company bank account. From the Processing Credit Cards form, select Print Report.

Note

If the transaction summary is not printed immediately after processing cards, it cannot be printed at a later date or retrieved by CXT Software Support.

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Credit card receipts can be printed from the advanced find. See Advanced Find Service.

How to Delete Credit Card Authorization in X Dispatch

Warning

This does not delete the authorization(s) in Plug'n Pay. You must log in to Plug'n Pay and void the authorization(s).

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In the top main menu in X Dispatch go to ActionsProcess Credit Cards.

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Select the orders you would like to process.

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How to Process Credit Cards
How to Process Credit Cards
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