Working with Reports > Creating Financial Reports > Settling Credit Card Authorizations
When using the credit card service, you can receive credit card authorization immediately at checkout or save the card information in a batch for processing at a later time. More...
To obtain batch credit card authorizations:
From the main menu, select Reports > Financial > Daysheet > Settle Credit Card Authorizations from the menu bar. Click Yes at the prompt asking if you would like to attempt to authorize the pending credit card authorizations.
OR
Click Yes when prompted at login, before processing the daysheet, or when processing auto payments.
The OrthoTrac Credit Card Processing Pending Authorizations window is displayed.
Click here to view the buttons associated with this window.
Click the Start Bank Authorization button. The OrthoTrac Credit Card Processing Authorizing Batch window is displayed.
When the process is complete, the message Batch Authorization is Complete is displayed.
Any items not authorized remain in this pending list. You should contact the bank for additional information/authorization, or contact the card holder to verify the card information.
Click Close. The Outstanding Credit Card Transactions prompt is displayed, asking if you want to reconcile the transactions.
Click Yes and follow the steps under Reconciling Credit Card Transactions.
Settling Credit Card Authorizations
Manually Authorizing a Transaction in the Batch
Viewing a Transaction in the Batch
Reconciling Credit Card Transactions
Manually Marking a Transaction as Settled
Viewing a Pending Credit Card Transaction
Viewing/Printing Pending Settlement Transactions