Transaction Status Tracking
Every sales order that is part of credit card settlement has a status that tells you where it is in the processing workflow. You can use these statuses to monitor settlement progress and identify orders that need attention.
Transaction Statuses
| Status | Meaning |
|---|---|
| Pending | The order has been sent to the card provider and is awaiting a response. This is the initial status after a settlement file is submitted. |
| Approved | The card provider has accepted the transaction. The settlement was processed successfully. |
| Failed | The transaction was rejected by the card provider. An error message with details is stored on the order. |
| Retry Pending | A previously failed transaction has been queued for another attempt in the next settlement run. |
| Validation Failed | The order did not pass validation before the settlement file was generated. The error message describes what needs to be corrected. |
Where to View Transaction Status
You can check the credit card status directly on the Sales Order page. The relevant fields are:
- Credit Card Status -- the current processing status.
- Travel Card Sent DateTime -- when the order was sent to the card provider.
- Travel Card Sequence No. -- the sequence number assigned during file generation, useful for cross-referencing with the card provider.
- Travel Card Error Message -- details about what went wrong, displayed only when the status is Failed or Validation Failed.
Investigating Validation Errors
The system also maintains a Travel Card Validation Errors list that provides a detailed breakdown of validation issues. Each entry shows the order number, the field that caused the error, and a description of the problem. This list is especially helpful when multiple orders have issues, as it lets you see all errors across orders in one place.
Resolving Failed Transactions
To resolve a failed or validation-failed transaction:
- Open the sales order identified in the error.
- Read the error message to understand what needs to be fixed (for example, a missing credit card number or an invalid field value).
- Correct the issue on the order or the customer card as needed.
- Release the order again. It will be included in the next settlement run automatically.