Transaction Express User Guide - Merchant Service Group

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Authorization Only Authorization Only Settle 28 [Transaction Express User Guide] An Authorization Only transaction is processed in much the same way as a Sale is processed. The main difference between the two transaction types is that a Sale will Settle automatically the day it is processed and an Authorization Only will not Settle until you prompt it to do so by processing a Settle for that transaction. Access the Sale screen by clicking Transact > Sale from the left navigation menu. When processing an Authorization Only, all steps taken to process a Sale are followed, but the Auth Only button is pressed instead of Sale. As with a Sale, you will be routed to a response screen once your Auth Only is processed. If desired, you can Settle this transaction right away by pressing the Settle button at the bottom of the screen. In most cases, an Auth Only transaction will be Settled at a later date. This can be accomplished from the Settle by Date / Settle Transaction link under the Transact heading on the left navigation menu. You will be routed to the Settle By Date screen.
[Transaction Express User Guide] Settle by Date Once routed to the Settle by Date screen, you will be presented with a list of Dates which have Authorization Only transactions processed but not Settled. There are two ways to settle transactions from this screen: 1. An entire date can be settled by selecting the “Settle” box next to the date in question and then pressing Settle Selected Date. This will settle all transactions for the reflected date. 2. Individual transactions for the reflected date can be viewed and settled individually by clicking on the date in the Posted Date column (above). You will be routed to the Settle by Date Detail Report. This report itemizes the transactions which match the selected Posted Date. Just select the Settle box next to the transaction and then press the Settle button. 29
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Transaction Express User Guide - Merchant Service Group

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