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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 |
|---|---|
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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To authorize individual orders, click on the hyperlinked Order ID, then scroll down below the orders to the "Payment" section, and depending on the payment type click the Process Payment" or "Authorized" button, depending on real-time authorization is enabled or not.
Credit Card Processing
When processing the payment of an individual order, you'll be prompted to choose between the following options:
| Processing Option | Description |
|---|---|
Process Payment | Click this button to initiate the payment authorization for the order. |
Reject Order | Click to move the order to rejected orders location. |
| Skip Payment Processing | ATTENTION: Click this option ONLY if you have determined that no payment is needed for the order and you still want the order to processed to the Shipping Department for order fulfillment. |
| Capture Authorization | This option appears only when the gateway supports it (Authorize.net only at this time.) "The Authorize.Net transaction was declined due to AVS/CVV, but there is an authorization on the card. You can review the details of this order, prior customer history, etc. and determine if the risk/reward of processing this payment is reasonable. To capture the authorization, click the button below." *This option appears only when the gateway is Authorize.net |
Custom Tags
The new Custom tag system allow you to create your own custom legend for the different stages an order could go thought depending on the process you or your customer service representatives go though. This can be anything from tags for different users so that a user can take ownership of an order while it is waiting to be processed. Or different stages if a customer needs to be called back or emailed.
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