How to Process Credit Cards
- Michelle Cabaya (Unlicensed)
To process credit cards in X Dispatch you need to set it up in the global options Accounting tab. See Setting Up Credit Card Processing in X Dispatch.
Before you can process credit cards, the credit cards must be authorized from the invoice center for invoices or on an order for a one-time payment or. See How to Authorize a Credit Card.
How to Process Credit Cards
Go to the Action menu, and select Process Credit Cards.
Select the order(s) and/or invoice(s) you want to process. All orders that authorized a credit card will appear here. Some orders may not have been delivered yet. You can click on an order to view the status of the order prior to settling the charges. Clicking on the Order/Invoice ID button will open the record. If an order rate is edited, it is recommended to close this screen and reopen to refresh the charges.
Click Process Selected. Cards will now be approved or declined in the Status field.
Quick Tips
If an authorized order is not showing up as expected, check if the order has been rate and/or if the order needs to be verified (based on the order’s order type).
If there are any errors after trying to process credit cards, it is best to contact Plug'n Pay first to locate the processing error.
Plug'n Pay support: https://www.plugnpay.com/support/
Worldpay support: 800-846-4472 Select the option for merchants (currently option 1), then Customer Care. Tell the representative that you need “technical assistance for an error you received using an integrated solution with CXT Software”.
How to Print a Credit Card Transaction Summary
After Processing Credit Cards
You can print a report to show all processed cards/invoices to reconcile credit card batches in your company bank account. From the Processing Credit Cards form, select Print Report.
For X Dispatch 21.0.3 or older, if the transaction summary is not printed immediately after processing cards, it cannot be printed at a later date or retrieved by CXT Software Support.
From Processed Credit Card Transaction Reports
Go to Action > Processed Credit Card Transactions.
Enter the Begin Date and End Date.
Click Apply.
Click View Report.
How to Delete Credit Card Authorization in X Dispatch
In the top main menu in X Dispatch go to Actions > Process Credit Cards.
Select the orders you would like to process.
Click the Delete Selected button.