How to Authorize a Credit Card
You can enter credit card information for an order, and authorize charges for a credit card in X Dispatch.
- Credit card authorization is an approval from a card issuer, usually through a credit card processor, that the customer has sufficient funds to cover the cost of the transaction, and also confirms whether the card is valid.
- To authorize credit cards in X Dispatch you need to set up the MPS/Mercury Payment Systems section of the global options Accounting tab. See Setting Up Credit Card Processing in X Dispatch.
For an Order
- Go to On Demand > Orders.
- Find and double-click on the order you would like to add credit card information to.
On the Editing Order form, click the Bill Credit Card icon at the top.
In the Credit Card Authorization form, enter the card details as provided by your customer. If the customer has a card already on file, it will populate automatically.
Field Name Description Card Description Description of card that will display in the Accounting tab of the customer record. Card Number The number of the credit card. Expiration Date The expiration date of the credit card. Security Number The security number, or CVV, found on the back of the credit card you are authorizing. Card Holder Name The name of the individual or corporation associated with the credit card. Street Address The street address associated with the credit card. Postal Code The zip code associated with the credit card. Amount The amount to bill the credit card. Authorization Code Read-only field. Authorization code from the processor when the credit card is authorized. Reference Code Read-only field. Reference code from the processor of the transaction. Click Authorize. The Approved message will pop up when the card is valid and authorized for the charges on the order.
Click Save.
Save and Close or Save the order.
See How to Process Credit Cards for information on how to delete credit card authorization.
For Invoices
Customers must have a default card in their customer record.
Go to Maintenance > Customers and select the customer you would like to add the default credit card to.
In the Accounting tab click Add New Card.
Enter the customer’s card details and click Authorize when completed.
Field Name Description Card Description Description of card that will display in the Accounting tab of the customer record. Card Number The number of the credit card. Expiration Date The expiration date of the credit card. Security Number The security number, or CVV, found on the back of the credit card you are authorizing. Card Holder Name The name of the individual or corporation associated with the credit card. Street Address The street address associated with the credit card. Postal Code The zip code associated with the credit card. Amount The amount to bill the credit card. Authorization Code Read-only field. Authorization code from the processor when the credit card is authorized. Reference Code Read-only field. Reference code from the processor of the transaction. Select the card so that it is highlighted and click Set Card as Default.
Optional. Check Bill Invoices With Default Credit Card if the customer would like to pay all their invoices with this card as well.
Create an invoice batch. See How to Create a New Invoice Batch.
Go to Actions > Invoices > Invoice Center.
Right-click in the white box and select New Batch.
Review the invoices.
Right-click on the batch and select Special > Authorize Batch(es) for Credit.
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See How to Process Credit Cards for information on how to process authorized credit cards or delete authorizations.
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