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Staff Client Help v7.1

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Staff Client Online Help/v7.1 - Staff Client Help/PolarisStaffHelp/UI_Ref/PRCreditCard/Credit_Card_Payment_Manager_-_Orders_View.htm
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<!DOCTYPE html>
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Serials UI Reference|Standing Order Part List Box|Credit Card Payment Manager Workform" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<h1><a name="XREF_97038_Credit_Card"></a>Credit Card Payment Manager - Orders View</h1>
<p>Use the Credit Card Payment Manager - Orders view to list and work with credit card orders. An order consists of a transaction or group of transactions related to one payment session. For example, a patron might pay two separate fines in one order. See <a href="../../Patron_Services/PPuseacct/View_orders_and_refund_credit_card_payments.htm#XREF_65241_View_orders_and">View orders and refund credit card payments</a>. Use this view to:</p>
<ul type="disc">
<li><span class="FM_BulletHead">Find orders in a date range</span> - Set the <b>Start Date</b> and <b>End Date</b> of the period. You can type the dates or click the down arrows and select the dates from the calendar. Then click <b>Search</b>.</li>
<li><span class="FM_BulletHead">Find a specific order</span> - If you know the reference identification number of the order, click <img alt="CreditRefFind.gif" style="margin-bottom: -6.000pt;width: 27;height: 25;" id="image4" src="CreditRefFind_27x25.gif" />. The Find Using Reference ID dialog box appears. Enter the payment reference number and click <b>Search</b>.</li>
<li><span class="FM_BulletHead">See more information about an order </span>- Right-click the order line item and select <b>Properties</b> from the context menu.</li>
<li><span class="FM_BulletHead">Open an order</span> - Right-click the order line item and select <b>Open</b> from the context menu. The Store Order workform opens, where you can see details about a single order and issue refunds on the credit card account.</li>
</ul>
</div>
</div>
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
<col style="width: 50%;" />
<col style="width: 50%;" />
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<tr>
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
<td colspan="2" style="text-align: right;">&#160;<a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
</tr>
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<table style="width: 100%;">
<col />
<tbody>
<tr>
<td colspan="3" style="text-align: center;">&#160;<a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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Staff Client Online Help/v7.1 - Staff Client Help/PolarisStaffHelp/UI_Ref/PRCreditCard/Credit_Card_Payment_Manager_-_Transactions_View.htm
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<!DOCTYPE html>
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Serials UI Reference|Standing Order Part List Box|Credit Card Payment Manager Workform" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<h1><a name="XREF_67450_Credit_Card"></a>Credit Card Payment Manager - Transactions View</h1>
<p>Use the Credit Card Payment Manager - Transactions to view credit card sales and credits. See <a href="../../Patron_Services/PPuseacct/View_credit_card_transactions.htm#XREF_58574_View_credit_card">View credit card transactions</a>. Use this view to:</p>
<ul type="disc">
<li>
<p class="FM_Task"><span class="FM_BulletHead">Find transactions in a date range</span> - Set the <b>Start Date</b> and <b>End Date</b> of the period. You can type the dates or click the down arrows and select the dates from the calendar. Then click <b>Search</b>.</p>
</li>
<li>
<p class="FM_Task"><span class="FM_BulletHead">Find a specific transaction</span> - If you know the reference identification number of the transaction, click <img alt="CreditRefFind00609.gif" style="margin-bottom: -6.000pt;width: 27;height: 25;" id="image5" src="CreditRefFind00609_27x25.gif" />. The Find Using Reference ID dialog box appears. Enter the reference number and click <b>Search</b>.</p>
</li>
<li>
<p class="FM_Task"><span class="FM_BulletHead">See more information about a transaction </span>- Right-click the transaction line item and select <b>Properties</b> from the context menu.</p>
</li>
<li>
<p class="FM_Task"><span class="FM_BulletHead">Open the store order related to the transaction</span> - Right-click the transaction and select <b>Links, Store Order</b> from the context menu.</p>
</li>
</ul>
</div>
</div>
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
<col style="width: 50%;" />
<col style="width: 50%;" />
<tbody>
<tr>
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
<td colspan="2" style="text-align: right;">&#160;<a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
</tr>
</tbody>
</table>
<table style="width: 100%;">
<col />
<tbody>
<tr>
<td colspan="3" style="text-align: center;">&#160;<a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
</tr>
</tbody>
</table>
</body>
</html>
Staff Client Online Help/v7.1 - Staff Client Help/PolarisStaffHelp/UI_Ref/PRCreditCard/Credit_Card_Payment_Manager_Workform.htm
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<!DOCTYPE html>
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Serials UI Reference|Standing Order Part List Box" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<h1><a name="kanchor3653"></a><a name="IX_described_155"></a>Credit Card Payment Manager Workform</h1>
<p>Use the Credit Card Payment Manager workform to work with credit card orders and individual transactions. See <a href="../../Patron_Services/PPuseacct/Managing_Credit_Card_Orders.htm#XREF_28959_Managing_Credit">Managing Credit Card Orders</a>. Use the toolbar of the workform to:</p>
<ul type="disc">
<li>
<p class="FM_Task"><span class="FM_BulletHead">Print lists from this workform</span>&#160;- Select <b>File, Print, </b>or click <img alt="CreditCardPrint.gif" style="margin-bottom: -4.750pt;width: 25;height: 23;" id="image0" src="CreditCardPrint_25x23.gif" />.</p>
</li>
<li>
<p class="FM_Task"><span class="FM_BulletHead">Find an order or transaction by reference number</span>&#160;- Click <img alt="CreditCardFind.gif" style="width: 18.113pt;height: 18.085pt;margin-bottom: 0.000pt;" id="image1" src="CreditCardFind.gif" />. Type the reference number and click <b>Search</b>.</p>
</li>
<li>
<p class="FM_Task" style="font-weight: bold;"><span class="FM_BulletHead" style="font-style: normal;font-weight: bold;font-size: 11.0pt;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Views</span>
</p>
</li>
<li>
<p class="FM_Bullet"><span class="FM_BulletHead">Work with orders</span>&#160;- Click <img alt="CreditCardOrd.gif" style="margin-bottom: -2.250pt;width: 29;height: 29;" id="image2" src="CreditCardOrd_29x29.gif" />. See <a href="Credit_Card_Payment_Manager_-_Orders_View.htm#XREF_97038_Credit_Card">Credit Card Payment Manager - Orders View</a>.</p>
</li>
<li>
<p class="FM_Bullet"><span class="FM_BulletHead">Work with transactions</span>&#160;- Click <img alt="CreditCardTrx.gif" style="margin-bottom: -3.000pt;width: 28;height: 29;" id="image3" src="CreditCardTrx_28x29.gif" />. See <a href="Credit_Card_Payment_Manager_-_Transactions_View.htm#XREF_67450_Credit_Card">Credit Card Payment Manager - Transactions View</a>.</p>
</li>
</ul>
</div>
</div>
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
<col style="width: 50%;" />
<col style="width: 50%;" />
<tbody>
<tr>
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
<td colspan="2" style="text-align: right;">&#160;<a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
</tr>
</tbody>
</table>
<table style="width: 100%;">
<col />
<tbody>
<tr>
<td colspan="3" style="text-align: center;">&#160;<a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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