Options for processing credit card payments.
Processing credit card orders from the Accounts Receivables department will be the primary method of processing placed credit card orders that were either captured for review due to declined attempts during checkout, orders that are flagged for fraud review, and orders that were flagged for "No Real-time" processing.
Operations → Order Management → Account Receivable |
You can process the credit card payments either individually or in batches.
Orders may appear color coded, there is a legend that shows the color code for:
When an order arrives in the Accounts Receivables department, each user that has the "Process Credit Card payments" email notification configured for their user will receive a email alerting them to a new order in the A/R needing their review for payment processing.
An order can be processed in the A/R department two ways:
When you have situations where you have multiple order to process, you'll want to use the batch processing method, which can process hundreds of orders at once (although its probably best to process them in batches of up to, say, 100 at a time, so that the review process is more easily managed.
View of the Batch payment pop-up window:
When processing multiple orders, there will be a review step in which each order shows these actions that can be taken:
If there had been any declined transactions, the declined orders will be presented to you and you'll be prompted to either "Reject" the order or "Do Nothing" (which means leave in A/R for later follow up.
There may be times when you'll need top process a credit card payment after the order has been processed for payment. For example, you may need to apply a "rush order" processing fee because the customer called after placing their order to request the the order be rushed because the customer is going out of town.
To process this type of additional payment, you can use the "Virtual Terminal" button located in the billing tab of the order editor.
Please see the help doc for the BEOE tool here.