Transactions: Voids

About, Commerce, Invoice/Quote, Knowledge Base, Process, Reports

This article provides instruction and information on the following: How to void a transaction Credit card processor cannot void a payment Failed VOID caused by a canceled payment card transaction How to create a voided transaction report How to create a Voided Credit Card Transaction report Voiding a transaction creates an SOH history entry How […]

Credit Card Deposit Report categorizes gift cards

Knowledge Base, Reports

In the Credit Card Deposit Report, in the CARD TYPE DETAILS section, gift cards are included in the GIFT column.  About the Credit Card Deposit Report The Credit Card Deposit Report gives you a list of all credit card purchases for the time period you choose and shows you the total charges by credit card […]

Credit Card Expiration report

Knowledge Base, Process, Reports

Paladin’s Credit Card Expiration report allows accounting departments to quickly and easily create an Excel worksheet of all stored credit cards (tokens) that expire on or before the last day of the current calendar month. To run the report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select […]

How to set authorized signers for on-file credit cards

Commerce, Knowledge Base, Process, Setup

To better protect use of customer’s credit cards/tokens on file during the invoicing process, stores may enable a feature to display the “Invoice Information – Enter PO Number and Authorized Signer” window from Charge sales. Any customer that has authorized signers listed in their customer records may set an approved list of signers that may […]