The Process Credit 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 Bill a Credit Card for an Order. Customers can also be set up with a default credit card for invoices in the Accounting tab of their customer record. See Customers - New / Edit Customer. From here you can select the charges you would like to process, for orders or invoices.
To get to the Process Credit Cards form, from the top main menu in X Dispatch go to Actions > Process Credit Cards.
| Field Name | Description |
|---|---|
| Selected | If checked, the credit card listed on this row will be charged when the Process Selected button is pressed. |
| Processor | Company that will authorize the transaction. |
| Type | What the credit card is being billed for. i.e. Order or Invoice |
| Order ID | X Dispatch Order ID. Clicking grey box will open order in X Dispatch. |
| Customer | X Dispatch Customer number and name. |
| Charges | Total to be charged to credit card for order. |
| Status | In which state the credit card transaction exists:
|
| Ref | Postal code associated with the credit card that is being authorized. |
| Button Name | Description |
|---|---|
| Uncheck All | Uncheck all the boxes in the Selected column. |
| Delete Selected | Delete all 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
- In the main menu in X Dispatch go to Actions > Process Credit Cards.
- Select the orders you would like to process.
- Click the Process Selected button.
How to Print a Credit Card Transaction Summary
This will print a summary of all orders listed in the Process Credit Cards form regardless to whether or not the Selected box is checked.
If the transaction summary is not printed immediately after processing cards it cannot be printed at a later date
- In the main menu in X Dispatch go to Actions > Process Credit Cards.
- Click the Print Report button.
Quick Tip
Credit card receipts can be printed from the advanced find. See Advanced Find Service.
