Viewing Credit Card/ACH Charges
View processed Credit Card and/or ACH charges by clicking on Invoices --> Gateway Payments
This section allows you to view all processed Credit Card and/or ACH charges, the date they were processed and the invoice they were applied against.
Clicking on the Credit/Void link allows you to refund a credit card transaction (ACH not available at this time) simply by clicking Submit Credit/Void. In most cases the Credit option will be used, however, the Void option is usually available within the first 12 hours after a transaction has been created. This allows you cancel the transaction completely. The details on these two options are listed below:
Issue a CREDIT if the transaction has already been settled. The credit will be issued to the same credit card that was originally used for the transaction.
Issue a VOID if the transaction has not yet been settled. This will prevent the transaction from being settled.
Clicking on the Info link allows you to view the details of each individual transaction. Some of the detailed information your find is as follows:
- Charge Amount
- Response Code
- Response Text
- Authorization Code
- Transaction ID
- Order Number
Retry Unsuccessful Auto Payments:
Clicking on Retry Unsuccessful Auto Payments provides a list of invoices that have not been paid in full by the due date. You can attempt to charge the client's credit card on file again by choosing the invoice and clicking on the "Retry Transactions" button provided.
Only clients who have a credit card on file, are setup for auto charge and are Late are included in this list. If you would like to retry a single transaction for any other type of invoice, click on Invoices, check the box next to the invoice to be charged, click on Apply Payment, choose the payment option desired to charge the card on file.
The Export link allows you to export your payment data to an IIF file, which is an import file for QuickBooks. Set the Revenue and Deposit accounts, set the date range and then click the Export Payments button. The file created can then be imported into any QuickBooks software program.