The Process button is a feature added to the order detail screen to allow you and your team members to perform all necessary customer service activities regarding payment from one screen. We hear your concerns about having to navigate within the system while on a call with your customers and concluded this was a much more productive solution for you.
While there are no specific reports for the Process button you can pull data for Payment Batches
What Imports/Exports Relate to the Process Button?
Because this is a process that can only be done manually there are no imports or exports related to the Process button
I get an error when trying to process payment
Check the Payment Account Selected
if an External Account is selected you are only eligible to process credit items
Checkt he Require all debit items to process together in a single transaction
if this is checked and you have not selected ALL items on the same pre-auth you will not be eligible to process the items selected.
The line items disappear from the pop up screen
Check the Override Acct/Campaign/Product Group Constraints
if you have selected an account that is NOT the default account for the Campaign, Product Group, or Script AND you do not have this option checked you will not be eligible to process the items selected
To process an item Real Time:
click the Process button in the Order Items actions section of the Order Detail Page.
The Payment Processing window will pop out:
Choose the processing Mode:
Sale (Auth and Settle)
Settle (Settle Only)
The transaction must have a Pre-Auth already.
When processing using Settle mode, all items tied to the Auth must be selected for the items to be processed.
An additional option for filtering items that have already been shipped will present when using Settle mode
Select a payment processing account from the Payment Processing Account drop down list.
This will default to the Payment Processing Account selected for the Campaign/Product Group.
If you have an External Account selected you will only be able to process Credits (Refunds), no Debits
Check Override Acct/Campaign/Product Group constraints if you wish to process using an account other than the default for the Campaign of the order or of the Product Group of the Item(s).
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