Process Electronically: Credit Card System Setting
System Setting to display the Process Electronically Checkbox
This setting only applies for clients that have merchant service integration in place. If you are not using an integrated credit card processor this setting will not have any effect.
This setting controls the visibility of the Process Electronically checkbox on the Receipt & Reference Batch screens.
Background Information for integrated credit card processing: When saving a new credit card Receipt, the Card amount is moved to a Requested field. The amount subsequently approved by the card processor is then copied into the Amount field.
- This process ensures the Received amount always matches the Approved amount.
The Process Electronically checkbox drives this process.
Credit Cards Processed through the System Integration
- Process Electronically is automatically selected when processing a credit card payment even if it is not visible.
- If every credit card transaction is going to flow through the System integration, it is not necessary to show the checkbox.
Not all Transactions will be processed through System Integration
- Add the Process Electronically check box in System Settings
- Gives the option to uncheck the box when a Transaction is processed outside the System.
- When unchecked, the System accepts the amount entered and bypasses the card Processor Integration
Add the System Setting
- NEEDSELECTRONICALLYPROCESSED - DISPLAY A CHECKBOX ON REFERENCE BATCH SCREEN TO SPECIFY IF THE RECEIPTS NEED TO BE ELECTRONICALLY PROCESSED
- Receipt Only: Allows control at the Receipt level only
- Reference Batch and Receipt: Allows control at the Reference Batch and Receipt levels.
- This option allows groups to select the default value of "Process Electronically" at the Reference Batch level which determines the default value for new Credit Card Receipts created in that Batch
- The value can be changed individually as needed on the Receipt.
- This can be useful for creating Reference Batches for Users processing credit cards in real time vs. Reference Batches where card Transactions are entered that have already been processed.
- Don't Display: The option does not display in either place and, therefore, cannot be deselected.
- Note that this setting controls the visibility of the Process Electronically option at the PRACTICE level.
- The User needs permission in User Maintenance to view the check box.
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