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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

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:

  • "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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