User guide

Pocket Verifier • Smartphone Edition • User Guide and Tutorial 23 of 27
Transaction Manager
Introduction
The Transaction Manager screen is the area where you can view completed and pending
transactions for credit card and ACH/Checking sales as well as saved cash sales. It is also
the entry point for processing the voids and credits of completed credit card transactions
as demonstrated in the Tutorial • Voids and Credits section.
The purpose of the transaction manger on the phone is to allow you to save and process
pending transactions. Once a transaction is processed, a record of it is saved in
Transaction Central (your online Merchant account) for viewing, downloading to your
accounting package, or for processing reports. Thus, we recommend that you perform
either a daily or monthly clean up to remove approved transactions from the phone. The
phone has limited memory and storage, so a rigorous daily or monthly clean up will help
avoid any problems due to insufficient memory or storage space on your phone.
This section is designed to give you a basic over view of the Transaction Manager.
The data contained in the Transaction Manager will depend on what processes you have
already performed. Thus, in most cases, the data presented here may not be identical to
the data on your phone, since transaction and authorization codes, sales dates, account
holder names and approval types will differ.
The most recent transaction appears at the bottom of the list. Below is a summary for the
Transaction Manager screen with an explanation of its various parts.
The date can be changed using the * and # keys or the left
and right toggle.
This heading can be changed from the Menu.
A
pproved transactions will display the letter A.
A
list of transactions will appear depending on the criteria
selected from the menu. The default display is for all
transactions saved and processed on the current day.
To view details for a transaction, first select it and press
down on the center toggle button.
A
pproved credit cards can be issued a void or credit.
Pending credit card and ACH/Checking sales can be
approved or edited. A printed receipt can also be issued for
a selected item from the menu.
The total and pending sales are displayed here. In this
example the total sales are $151.55 and pending sales are
$89.95. Thus the total number of sales approved (charged)
for the day are 151.55 - 89.90 = $61.65.