Manually Marking a Transaction as Settled

It is possible to manually mark a pending transaction as settled. This process can be necessary in the event of a transmission problem, in which transactions were processed by the bank but were not removed from the pending settlement list. To avoid charging the customer’s card twice, you can remove the transaction from the list manually.

To manually mark a transaction as settled:

In the OrthoTrac Credit Card Processing Pending Transactions window, select the transaction you want to mark as settled.
Click the Mark Transaction as Settled button. A prompt is displayed, asking, Are you sure you want to mark the current transaction as settled?
Click Yes to remove the transaction from the list.

Manually marking a transaction as settled does not affect any transactions posted earlier to the OrthoTrac Ledger/Totals.