Transactions

credit-cards_128_hotThe Transactions function handles generic transactions. From here you can charge, credit, void or post-authorize a transaction.

The Transactions function can be accessed from:

Credit Card Center- Credit Cards

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Search. Select whether you want to search by Contract or by Customer. Type the contract or customer number into the Search field and select from the results which contract or customer you want to view. See Search Settings for more information.

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Stored Cards.

Will display a list of all stored credit cards for this customer.

Select Charge or Credit to charge or credit the transaction.

Deposit #. Optional field. Enter a deposit number for the transaction.

Amount. Enter the amount to charge or credit the transaction. Must be a positive number.

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Pre-Authorizations.

Will display a list of all pre-authorizations for this customer.

Note.  If accepted by the Credit Card network, preauthorizations authorize a specific amount for later payment, but Do NOT make an immediate charge against the card. This authorization is usually good for about 7 days.

Select Post Authorization to post-authorize the transaction.

Deposit #. Optional field. Enter a deposit number for the transaction.

Amount. Enter the post-authorization amount for the transaction. This amount can only be as large as the pre-authorization amount. The post-authorization cannot be greater than the pre-authorization. Must be a positive number.

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Voidable Transactions.

Will display all transctions taken today. These are the transactions that can be made void.

Select Void to make the transaction void.

Deposit #. Optional field. Enter a deposit number for the transaction.

Amount.  Enter the amount attached to the transaction. Must be a positive number.

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Prior Transactions.

Will display all prior transactions for this customer.

Select Charge or Credit to charge or credit the transaction.

Deposit #. Optional field. Enter a deposit number for the transaction.

Amount. Enter the amount to charge or credit the transaction. Must be a positive number.

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Email Receipt. Check if you want the receipt emailed to you.

Print Receipt. Check if you want to print the receipt.

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Submit. Select Submit when you’ve finished making your selections. If you’ve selected a specific card, transaction or pre-authorization from the menu, the system will automatically charge, credit, void or post-authorize the transaction. If you have not made a selection a pop-up may ask you to enter more information.

Clear. Select Clear to clear your search from the form. This allows you to search for another contract or customer.

Close. Select Close to leave the Transactions function.

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