If a credit card has not yet been authorized because
You can change the credit card information
prior to authorization on the:
- 'Summary by Patron' tab of the Deposit window
- 'Summary by Patron' tab on the Till balance List
- Payment list on the patron window
- Prior payment list on the Order window -or-
- If the card is used for recurring donations:
- you need to change it on the recurring donation window in the payment section PRIOR to the next recurring donation being created.
- If the recurring donation was created and the card wont authorize, change the card number in the Deposit window (item #1 above)
Simply:
- select one or more unauthorized credit cards in the list of payments
- make sure that they are for the same patron
- Right click to edit it using a context menu. (The deposit and till balance windows also have an icon at the top of the window).
- You will see a window that lets you put in the credit card details similar to the one above right.
- Type in (or swipe) a new credit card, expiry, and name on card.
- Alternatively, use the lookup to select a prior existing card from the patron's list of credit cards
- When you update the payment, it will replace the new card on all the existing, selected, not-yet-authorized payments.
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When you next to end of day and need to authorize the payments, they will authorize using the replacement credit card.
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