User guide

WEB Connect for Pocket PC page 22
Working with Un-Approved Transactions from the Transaction Manager
Introduction
There may be times when you are unable to perform a wireless approval for a credit card or account transfer
after taking all the information (See Working with Transactions in a Weak/Non-Wireless Area for details). In this
case, you save the information to the Transaction Manager for processing at a later date. The tutorial below
explains how to do this processing.
Tutorial
1. Open the Transaction Manager.
2. Select Type: Credit Card Sales.
Select Type: Account Transfers if you want to display the Account Transfers list.
3. Select Status: All Transactions.
If you select Pending Transaction, a list of all credit card transactions that have not yet been approved,
will be displayed.
4. Click on one from the list.
This example uses John Fairchild.
This brings up the Credit Card Verification screen. From this screen you can re-send the information
and obtain an approval code, or you can delete the record if the order was cancelled. In addition, you
can print additional copies (if you have a printer such as PocketPrinter4 or Pocket Merchant installed on
your PDA device).
You can also edit the transaction by clicking on Edit Transaction… at the top-left of the screen. Note
that for security reasons, any changes in the amount will erase the current signature.
Click here to re-send this information
for approval.
Shows the dates when a transaction was
saved and last time information was sent
to the server for processing.
Click here to edit the
current transaction.
Click here to go back to
the Transaction Manager
Click here to delete this record
from the Transaction Manager.