Staff Client Help v6.7
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<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Serials UI Reference|Standing Order Part List Box|Credit Card Payment Manager Workform">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRCreditCard.fm" /><title>Credit Card Payment Manager - Orders View</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRCreditCard/Credit_Card_Payment_Manager_-_Orders_View.htm">Open topic with navigation</a>
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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 value="1"><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 value="2"><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 value="3"><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 value="4"><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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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Serials UI Reference|Standing Order Part List Box|Credit Card Payment Manager Workform">
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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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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRCreditCard/Credit_Card_Payment_Manager_-_Transactions_View.htm">Open topic with navigation</a>
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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 value="1">
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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 value="2">
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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 value="3">
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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 value="4">
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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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<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%;">
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<tbody>
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<tr>
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<col />
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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</html>
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<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-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Serials UI Reference|Standing Order Part List Box">
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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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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRCreditCard/Credit_Card_Payment_Manager_Workform.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="kanchor3238"></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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<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 value="2">
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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 value="3">
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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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<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 value="5">
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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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</ul>
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<tbody>
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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</tbody>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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