Working with Reports > Creating Financial Reports > Settling Credit Card Authorizations
To view or print the Settled Credit Card Batches report, access the main OrthoTrac menu and select Reports > Financial > Daysheet > Print Prior Settlement. The report is generated.
You can also access this report from Maintenance/Set-up > eServices Setup > Configure > Print Prior Settlement.
To enable this feature, you must activate security for this report.
To enable security for the Print Prior Settlement report:
From the main menu, select Functions > Maintenance/Set-up > Security. The Security window is displayed.
In the Profiles pane, select a staff type or a specific staff member.
In the Category pane, select Reports.
Click Print Prior Settlement and select Yes.
Click OK.
Settling Credit Card Authorizations
Obtaining Batch 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