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In the "configure report" page (accessible by clicking the "configure report" button) you are able to configure the report with "order grouping".
IF configured with order grouping, you'll see a red message stating: To revert back to the normal ordering by orderID, click the "Configure report" button then choose none in the "record Grouping" drop-down list. Then save changes. |
Section Name | Description |
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This allows you to configure the display of information within the Accounts Receivable page. | |
Refresh | At any given time you can "refresh" the Accounts Receivable screen by clicking on the "Refresh" button. |
Authorize Orders | This attempts to process any orders that have been selected |
Export | This will download an XML file that contains the information for the orders selected. |
Print Orders | This will dynamically generate a PDF document containing one order per page. |
Print Invoices | This will dynamically generate a PDF invoice document containing one order per page that can be mailed to the customer. |
Resend Receipt | This will simply resend a copy of the receipt to the customers email. |
Reject | This will make the order as rejected and remove it from Account Receivable. |
Delete Test Orders | This will delete any and all test order currently in Account Receivable. These orders will be highlighted in blue. |
*Print Draft Checks | UltraCart allows merchants who do not have an e-check gateway to accept e-check orders through the use of draft check printing. |
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Authorizing orders in the Accounts receivables department will differ depending on the payment type.
Authorizing Credit Card Payments
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Orders with Credit Card as the payment type can be batch authorized, using the "Authorize Orders". A;;All other payment typetypes are processed one-at-a-time. |
Batch Authorization Processing
Select the credit card orders using the checkbox in the left-hand column, then click the "Authorize orders" button to process the payment authorizations for the selected orders.
You'll be presented three actions regarding the payment authorization for each of the selected orders, along with a a merchant notes field:
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The action will default to "Process" for each order that returns a successful authorization and you.
You'll have the option to choose to either 'Reject' or 'Do nothing' for the orders that do not return a successful authorization.
Authorizing Individual Orders
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All payments types support individual order processing. Credit card payments will be processed via the integrated credit card processing gateway, while other forms payment must be manually "approved", such as paper check payments, purchase orders, etc. |
To authorize individual orders, click on the hyperlinked orderID, then scroll down below the orders to the "Payment" section, and depending on the payment type click the Process Payment" or "Authorized" button.
Related Documentation
Reviewing the Fraud Score of an Order
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