View Credit Card Transactions

A credit card order may include payments (sales) and credits. To view any credit card transaction from the Credit Card Payments Manager:

Note:
You need the system Circulation permission Access Credit Card Payments Manager: Allow to do this procedure.

1. Select Utilities > Credit Card Payments Manager from the Polaris Shortcut bar.

The Credit Card Payments Manager - Orders view opens.

2. Click the Transactions icon  in the sidebar of the Credit Card Payments Manager workform.
3. List transactions using one of these methods:
   • Set the Start Date and End Date of the period for which you want to display credit card transactions. You can type the dates or click the down arrows and select the dates from the calendar, and then click Search.
   • If you know the reference identification number of the transaction, click . The Find Using Reference ID dialog box appears. Enter the transaction reference number and click Search.

The workform lists the transaction search results.

4. To open the store order related to the transaction, right-click the transaction and select Links > Store Order from the context menu.