Settle Sales Orders

The Settle Sales Orders page allows a user to settle the authorized Prepay payments and refunds in batch mode.

The page can be accessed by clicking the Settle Sales Orders link in the Batch Transactions menu of the navbar.

The page contains the following elements:

1. From Date — Field to select a begin date for the payment capture
2. To Date — Field to select an end date for the payment capture
3. customer Number — Field to enter the Customer Number and capture the payments based on the Customers.
4. Customer Name — Drop-down to select the Customer.
5. Reset — Button that will reset the fields and dropdown values back to the defaults.
6. Submit — Button that will submit the data selected for batch file creation upload the file to the payment gateway.
7. Transaction Journal Summary — Link when clicked takes the user to the Transaction Journal Summary page.

Clicking the Submit button the Sales Orders will be settled, and a success message will display.

Clicking upon the Transaction Journal Summary link, the user can view the journal history for the transactions that are processed.

Mobile View

The Mobile View of the page looks as follows:

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Updated As Of Version 6.4.0.8