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Charge Credit Cards


Use to batch bill credit cards for wine clubs or selected orders.

Navigate to the Order Management menu and select Charge Credit Cards from the Activities section.

Charge Credit Cards Screen


Setting the View

If you have multiple sales locations, you can filter to a specific Sales Location using the Sales Location drop-down to filter to a specific location.

Filters

Sales Location: This is the Sales Location the order was sold against.


Batch List

Batches are grouped by Department, Group, Subscription and Batch Tag. Batches show the number of and total of orders in the batch.


Batch Selection

Use the Select All and Select None buttons to select batches, or simply click on a batch to select it.

You can select multiple batches by holding down the CTRL key and clicking on each batch. You can also select a group of batches by selecting a starting row and while holding the SHIFT key down, select another row. All rows in between will be selected.

Click the column titles to sort by that column.


Batch Edit

Once you select your batches, you can drill into the batch using the Edit button on the toolbar, or print a report.

When drilled into a batch, you can access the datasheet view which allows you to export the list to an Excel sheet for your email system.


Toolbar Options

New: Resets filters to default and clears batch selections.

Edit: Opens the Charge Credit Cards List Editor window listing orders contained within each batch selected.

Print/Preview: Print or Preview the selected report for the batches selected.


Submit Orders to the Bank for Authorization

Select the batches you want to bill (yes, you can select more than one batch and bill them all together in one run), then click the Submit button to send the orders to the bank for authorization. Authorizations take about 1 second per card so you can determine approx. how long processing will take.

Once processing is completed, approved cards will drop out of the batches leaving just the declined cards showing. At this point, you can print the decline list using the print or preview buttons on the toolbar.

Alternatively, you can click the Edit toolbar button to open the Credit Card Orders List Editor to see details on each declined order.


Print a Decline List (Charge Credit Cards Report)

You can print or preview a credit card status report for the selected batches using the print or preview buttons on the toolbar.

To save the report as a PDF file, preview the report, then choose 'PDF or XPS' from the Office toolbar.


Credit Card Orders List Editor

The Credit Card Orders List Editor lists orders contained within the selected batches. Use the order list editor to edit an order, mark an order as picked up, or to open a datasheet to export the orders to an Excel file.

Charge Credit Cards - List Editor


To Edit an order

Double click anywhere on an order line to open the order, or select a line and click the folder icon on the left of the line.

To Track an order

Click a row to select an order and then click the Tracking button on the toolbar to open the tracking screen.

To Open a Datasheet

Click the datasheet icon on the toolbar to open the datasheet. Use the Export tools on the MS Office toolbar to export the list to Excel.

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