Processed Credit Card Transaction Report
Requires the Process Credit Card Orders user permission. See Users (Classic Operations App) for more information.
Processed Credit Card Transactions displays a list of transactions processed in the Processed Credit Cards form. You can filter transactions by date and print a Credit Card Transaction Summary. This does not include any orders/invoices that were mark unpaid after being processed or any Client Portal orders paid by credit card.
To view the Processed Credit Card Transactions go to Actions > Processed Credit Card Transactions.
Field Name | Description |
|---|---|
ProcessingDate | The date and time that the transaction was processed. |
Processor | The name of the processor that handled the transaction. |
Type | Whether the transaction was for an “Order” or “Invoice”. |
Order/Invoice ID | The order or invoice ID. For orders, clicking on the order ID will open the order. |
Status | Approved transactions will display “The credit card was approved”, otherwise the error will be displayed. |
Charges | The amount of the transaction. |
Ref | The Plug’n Pay reference number. |
Begin Date | The start/end date and time to filter the processed transactions. When updating either field, click the Apply button to view the updated list of transactions. |
End Date |