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

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