Staff Client Help v7.3 - v8.0
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<h1><a name="XREF_97038_Credit_Card"></a>Credit Card Payment Manager - Orders View</h1>
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<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>
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<ul type="disc">
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<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>
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<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>
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<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>
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<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>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRCreditCard.fm" /><title>Credit Card Payment Manager - Transactions View</title>
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<h1><a name="XREF_67450_Credit_Card"></a>Credit Card Payment Manager - Transactions View</h1>
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<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>
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<ul type="disc">
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<li>
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<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>
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</li>
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<li>
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<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>
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</li>
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<li>
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<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>
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</li>
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<li>
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<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>
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</li>
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</ul>
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRCreditCard.fm" /><title>Credit Card Payment Manager Workform</title>
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<h1><a name="kanchor1801"></a><a name="IX_described_155"></a>Credit Card Payment Manager Workform</h1>
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<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>
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<ul type="disc">
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<li>
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<p class="FM_Task"><span class="FM_BulletHead">Print lists from this workform</span> - 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>
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</li>
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<li>
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<p class="FM_Task"><span class="FM_BulletHead">Find an order or transaction by reference number</span> - 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>
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</li>
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<li>
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<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>
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</p>
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</li>
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<li>
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<p class="FM_Bullet"><span class="FM_BulletHead">Work with orders</span> - 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>
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</li>
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<li>
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<p class="FM_Bullet"><span class="FM_BulletHead">Work with transactions</span> - 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>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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