User guide
160 A/R–Accounts Receivable CC–Credit Card CCOF–Credit Card On File CV–Customer View
PAYMENT EXCEPTIONS VIEW
The Payment Exceptions view list contains information about each
attempted
CCOFCCOF
CCOFCCOF
CCOF payment that resulted in an exception. Of particular
interest are the two columns:
•
ActionAction
ActionAction
Action—The selected action used to resolve the exception.
•
StatusStatus
StatusStatus
Status—The status of the exception.
Action Buttons
Use these buttons to select the resolution action. The action selection is
noted in the Action column for each customer charge.
•
RR
RR
R
e-Submite-Submit
e-Submite-Submit
e-Submit—Prepares the selected charges to be re-submitted.
•
CC
CC
C
lose Orderlose Order
lose Orderlose Order
lose Order—Prepares to mark the selected charges as paid if an
order with a Submitted status is found to be paid.
•
WW
WW
W
rite Ofrite Of
rite Ofrite Of
rite Of
ff
ff
f—Prepares to mark affected orders as picked up, effec-
tively closing the orders without collecting money. Similar to a void.
Selection Buttons
•
SS
SS
S
elect Allelect All
elect Allelect All
elect All—Selects all orders in the list (highlighted in yellow).
•
ClCl
ClCl
Cl
ee
ee
e
ar Actionar Action
ar Actionar Action
ar Action—Resets selected charge entries to no action.
•
VV
VV
V
iew iew
iew iew
iew
OO
OO
O
rr
rr
r
dersders
dersders
ders—Displays the Search view populated with all affected
orders for the selected charges.
•
Show Show
Show Show
Show
AA
AA
A
llll
llll
ll—Displays Declined and Submitted exceptions (default).
•
Show Show
Show Show
Show
DD
DD
D
eclined Paymentseclined Payments
eclined Paymentseclined Payments
eclined Payments—Displays only Declined payments.
•
Show Submitted Show Submitted
Show Submitted Show Submitted
Show Submitted
PP
PP
P
aymentsayments
aymentsayments
ayments—Displays only Submitted payments.
•
Finish [F12]Finish [F12]
Finish [F12]Finish [F12]
Finish [F12]—Applies selected actions and exits.
RESOLVING DECLINED EXCEPTIONS
Use the following steps to resolve Declined charges. NOTE: Due to the
variety of payment processors with unique exception messages, SPOT is
unable to resolve specific reasons for declined charges.
11
11
1 Check
CI CI
CI CI
CI A/R - CC tab to see if declined cards have expired.
22
22
2 Contact customers for new expiration date or
CCCC
CCCC
CC number.
33
33
3 Change the Action field on all declined charges to Re-Submit.
44
44
4 Press the Finish [F12] button.