Question

Credit Card Processing

Asked by: dzwebtek

I have Microsoft Dynamics POS set up.  I am able to process the credit card for authorization but it is not sending the information to settle the transactions.  Should this not happen automatically or is there something that I need to do at the end of the day to settle?

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Asked On
2008-05-12 at 09:44:16ID23395128
Tags

Microsoft

,

Dynamics POS

,

2.0

Topic

Point of Sale

Participating Experts
1
Points
125
Comments
1

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Answers

 

by: styleteksPosted on 2008-05-14 at 09:33:55ID: 21565978

Hello,

Yes, there are a few things you should ensure you do.  Assuming you are using Microsoft Point of Sale and NOT Store Operations, this is how to settle your batch:

1. On each register, close the batch by printing a Z Report, and then shut down Microsoft Point of Sale.

Note This step guarantees that no additional transactions are processed while you settle the transactions. This step also reduces the chance of conflicts and of other problems.

2. In Microsoft Point of Sale Manager, click Settle Credit/Debit Transactions on the Store menu.

Note: If the Settle Credit/Debit Transactions command does not appear on the Store menu, verify that you configured payment processing for your store, and then close and restart Microsoft Point of Sale Manager.  If you need help here, please just let me know and I will walk you through the setup process.

3. To view the details of a transaction, double-click the transaction.  Only if you need to.
 
4. Click Settle. If you have many transactions, the settlement process could take several minutes. A message will appear when the settlement process is finished.

Notes" If any technical errors occurred during the settlement process, you can click Yes to view the Credit/Debit Card Transactions report.   You will want to let me know if you are generating an error.

" If no technical errors occurred during the settlement process, you can point to Miscellaneous on the Reports menu, and then click Credit/Debit Card Transactions to view the Credit/Debit Card Transactions report.  This is more for oyur reference and not necessary for troubleshooting.  If you get this far everything works.

Hope this helps!

Regards,
Chris Birchby
 

20120131-EE-VQP-002

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