Enhancements to the Batch Payment on the Account report

In the 3.96 release, an email field was added to the Batch Payment Account report for the customers whose credit cards were declined in the "Declined List" of the batch credit card process so that you can email them to let them know.

Shout out goes to Michelle Egan

To see the customers whose credit cards were declined

You can run the Batch Payment Account Report or the Batch Payment Account Report by Store Report to pull the customers whose cards were declined.

Note: Now, the report will be available directly under your choice from step 3, so you can skip steps 2-6 next time you need to run the report.

  1. Go to Reports.

  2. Select Report Options at the bottom-left of the screen.

Note: Make sure you have the correct terminal selected from the Name drop-down list at the top.

  1. Select the On Demand, Daily, Weekly, Monthly, or Yearly buttons depending on how often you want to run this report.

  2. From the left-hand column, select the report, for example, Batch Payment Account Report or Batch Payment Account Report by Store depending on your needs.

  3. Select the > button. The report moves from the left column into the right column.

  4. Select Close. The report will be available under that tab in which you selected next time you want to run the report.

  1. On the screen’s left-hand side, select the Batch Payment on Account Report or the Batch Payment on Account Report by Store from the list.

  2. On the right-hand side of the screen, select the date in the Batch drop-down field.

  3. From the Credit Card Status section, select the Declined radio button.

  4. Select Display or Print to generate the list.

 

Batch Payment on Account Report - Example

 

Batch Payment Account Report by Store - Example

Note: To email customers whose credit card declined, export this report to pull those emails.