Batch credit card approvals

• The Batch Approvals window is for use by customers who are set up to process their credit card transactions through CMS, using TransFirst ePay, Authorize The process of verifying the credit card has sufficient funds (credit) available to cover the amount of the transaction..net, or our new provider, MPS (Mercury Payment Systems). See Approval and capture options in CMS for more information.

The Batch Approvals window displays all unapproved credit card payments entered during a specified date range. It also displays Future Ship and Back Orders with credit card information that have been fulfilled All items on the order have been allocated from stock. using the Fulfillment Manager.

1     On the Fulfillment menu, point to Approvals, and then select Batch Approvals.

-or-

On the Fulfillment toolbar, click , and then select Batch Approvals.

The Batch Approvals window is displayed.

2     If desired, in the Payment Filtering area, modify the date range of credit card transactions you want to approve.

Default is from thirty days prior to current date.

3     If you change the date range, click Refresh.

4     Click 'To Be Approved' Report to display a report showing the Charge Card Payments Ready for Approval. Use this report to reconcile with your payment processor reports.

·      To export and save this report

·      To print this report

5     Select the Process As Sale Transactions check box if you want to authorize and capture The submission of an electronic credit card transaction for financial settlement. Authorized credit card sales must be captured and settled in order for a merchant to receive funds for those sales. Also referred to as EDC and electronic data capture. these transactions.

6     If desired, select the Approve Only Shipped The order has shipped AND the invoice has been marked as shipped, either through shipper software integration or manually. or Unapplied check box to filter the list and process only those transactions.

• This option is rarely selected. Most companies will want to run approvals at a much earlier stage.

7     Click Begin Batch Approval.

CMS processes the credit card transactions:

·      Approval numbers are entered automatically on the orders for approved payments.

·      Any transactions that could not be approved are marked for inclusion on the Payment Problems tab of the Payment Maintenance window.  

·      Approved transactions are marked for inclusion in the Electronic Data Capture window, unless you elected to capture as well as approve the transactions. In that case, orders for approved and captured payments will be marked as captured (the EDC (Electronic Data Capture) The submission of an electronic credit card transaction for financial settlement. Authorized credit card sales must be captured and settled in order for a merchant to receive funds for those sales. check box on the Money screen will be selected).