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To apply a credit card payment for an order and an event registration

You have added an event registration (ME) and placed an order (OE), now you will process a credit card payment for the two open line items (ME and OE).

Note: For the following procedures, the Credit Card Authorization setup is Deferred Authorization and Batch Control is on.

  1. From Service Central, select Enter and edit payments to open the Enter and edit payments window.
  2. All transactions processed for this customer display because All is the View on the Process customer requests window.

    The line items listed on the Process customer requests window are now listed on the Enter and edit payments window for the Current Batch.

    By default, items entered during the current session (except Fund Raising and credit balance line items) are checked for payment when you open the Payment Entry window from the Process customer requests window. You have the option to deselect an item and apply a partial payment.

  3. Enter a credit/debit card code in the Check/CC field and complete the customer's card information.

    The system saves the credit/debit card transactions in a batch that you will submit later to the card authorization gateway and capture. In addition, when a payment transaction is saved, the Authorize field is automatically populated with the word DEFER.

  4. Click Save to apply the Pay Amount to the checked items.
  5. Close the window to return to the Process customer requests window that shows the line items with a zero balance.

    After you apply the payment, you can perform the following:

See Also

Processing Orders and Event Registrations

To enter an order

To register a customer for an event

Sending a Summary Transaction Report

To send a receipt by e-mail


ASI logo 10.6 Production Release. Updated 11/16/2005 6:03:15 PM
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