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.
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:
|
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. |
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. 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 rated and/or if the order needs to be verified (based on the order’s order type Require delivery before invoicing field).
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. CXT Software cannot answer processing error qiestions.
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.
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 the Operations App
This does not delete the authorization(s) in Plug'n Pay. You must log in to Plug'n Pay and void the authorization(s).
In the top main menu go to Actions > Process Credit Cards.
Select the orders you would like to process.
Click the Delete Selected button.