Viewing the Credit Card Payment Review Queue

Use the Credit Card Payment Review Queue to view all failed, declined, and pre-authorized credit card charges. When these charge types are made, whether they are live or Phantom charges, they are placed in this queue. Use the information in this queue to help you with approvals for pre-authorizations, on re-charges for failed or declined transactions, or to call the customer to get a different credit card number. Declined or failed transactions with a balance due display in the queue. Once a complete payment is made on a transaction, the transaction does not display in the queue, even if a transaction was previously declined.

To view the Credit Card Payment Review Queue:

From the A/R menu, select Credit Card Review Queue to display the Credit Card Payment Review Queue screen.
In the Br/Tr/All field, enter the branch or branches for which you want to view information.
In the Select Items field, press F10 and select one of the following transaction types:

All – Includes all items in the queue.
Pre-Authed – Includes only those transactions that were pre-authorized.
Declined – Includes only those transactions that were declined. For each transaction, only the mostly recently declined transaction is displayed in the queue.
Failed – Includes only those transactions that failed.

Press Enter.

The system populates the screen with the following information:

Column	Description
A	The status of whether or not you want to approve the transaction. Enter Y or N.
Order	The order number of the transaction.
Customer	The customer who initiated the transaction.
Date/Time	The date and time the transaction was originally made.
Auth Method	The method of authorization, whether at the time of purchase or through a pre-authorization process.
Status	The status of the transaction, whether approved, failed, or declined.
Payment Amt	The credit amount owed on the transaction.

Use the following hot keys to view more information about each invoice, change the status of a transaction, or to change the sort order of the transactions:

Hot Key	Function
View	Displays the sales order related to the selected invoice in view-only mode.
Edit	Displays the sales order related to the selected invoice in edit mode.
Approve	Attempts to approve the selected transaction that the cursor is on.
Approve Declined	Attempts to re-authorize all declined items.
Approve Flagged	Attempts to authorize all items that are flagged Y in the A column.
Auth Message	Provides a message regarding the transaction, whether it was approved, failed, or declined. If the transaction failed or was declined, the message includes error information.
Select	Allows you to view a subset of transactions by the authorization method: All Pre-Authorized Declined Failed
Sort	Allows you to sort the transactions by one of the following methods: Date/Time Status Customer Authorization Method
Delete	Deletes the selected line item from the queue, however, the payment record remains in the system.
Delete All	Clears all items from the queue, however the payment records remain in the system.

Press Esc to exit the screen.