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To use Credit Cards in the Operations App, you will first need to set up a merchant processing account. See Setting Up Credit Card Processing in X Dispatch for more information. |
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If a customer has a customer ID and is set up in Quickbooks, you’ll need to manually enter the order and pay it with the credit card batch funds when they process into the bank account. If it is a one-time customer, you can set up a customer in Quickbooks to use for these types of orders, such as “Online Customer” for example.
Process Credit Cards
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Quick Tip: You do not need to run another authorization if rating on an order changes. A check to make sure that the authorization amount is the same as the current order price is done prior to processing. If the amount is different, the credit card will be reauthorized using the same token to update the amount to be charged. |
See Process Credit Cards for more information.
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You can log into Plug’n Pay to use a virtual terminal if you need to refund a credit card or pull reports. Pulling information for a date range shows some single and batch summary details. Your Merchant Processor can provide more information for you as well.
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Quick Tip: You can view the tokens tied to the orders to reconcile with Plug N Pay reports. This can be seen in the audit trail, or when you click the CC button after it is authorized. |
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