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 Payment Review Queue to display the Credit Card Payment Review Queue window.
In the Branch field, enter the branch or branches for which you want to view information.
In the Status field, and select from the following list of 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.
Failed - Includes only those transactions that failed.
Click Update.
The system populates the columns on the window with the following information:
|
Column |
Description |
|
Approve |
The status of whether or not you want to approve the transaction. Select the check box to approve. |
|
Order |
The order number of the transaction. |
|
Customer |
The customer who initiated the transaction. |
|
Date |
The date the transaction was originally made. |
|
Time |
The time the transaction was originally made.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. |
|
Amount |
The credit amount owed on the transaction. |
|
Authorization 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. |
Use the following options to view more information about each invoice, change the status of a transaction, or to change the sort order of the transactions:
|
To... |
Use the following option... |
|
delete the selected line item from the review queue |
File > Delete Item |
|
delete all selected items from the review queue |
File > Delete All Selected Items |
|
delete all items from the review queue |
File > Delete All Items |
|
display the sales order related to the invoice that the cursor is on in view-only mode |
Inquiry > View Order |
|
display the sales order related to the invoice that the cursor is on in edit mode |
Inquiry > Edit Order |
|
attempt to approve the transaction that the cursor is on |
Approve > Approve Item |
|
attempt to approve all selected transactions |
Approve > Approve All Selected Items |
|
attempt to approve all transactions that were declined |
Approve > Approve All Declined Items |
When you are finished, select File > Exit to exit the window.
See Also: