Transaction Status Tracking
Every posted invoice and credit memo that takes part in card settlement carries a status telling you where it is in the process. Use it to follow settlement and find the documents that need attention.
Transaction Statuses
| Status | Meaning |
|---|---|
| Pending | The document is waiting to be collected and sent to the card provider. This is the status a document has right after posting. |
| Approved | The card provider accepted the transaction. Settlement went through. |
| Failed | The card provider rejected the transaction. The reason is stored on the document. |
| Retry Pending | A transaction that failed earlier is queued for another attempt in the next run. |
| Validation Failed | The document did not pass validation before it could be sent. The error tells you what to correct. |
Where to View Transaction Status
Open the posted sales invoice or posted sales credit memo and expand the Invoice Details FastTab. The status fields are grouped there and are read-only:
Credit Card & Payment
- Credit Card Provider -- Diners, FirstCard or None (Invoice)
- Credit Card Status -- the current status
- Form of Payment -- how the booking was paid according to the booking system
Travel Card
- Travel Card Sent DateTime -- when the document was sent to the provider
- Travel Card Sequence No. -- the reference used when talking to the provider about this transaction
- Travel Card Error Message -- what went wrong, when the status is Failed or Validation Failed
These fields are not on the sales order. Settlement works from posted documents only, so the order shows nothing about card status.
Investigating Validation Errors
The Travel Card Validation Errors list gives you every validation problem in one place. Search for it by name (Alt+Q). Each entry shows:
- Document No. and Document Type (Invoice or Credit Memo) -- click the document number to open the document
- Partner Type -- Diners or FirstCard
- Line No. -- 0 means the problem is with the document as a whole, a higher number points at one specific line
- Field Name -- the field that failed
- Error Message -- what is wrong
- Created At -- when the problem was recorded
The same information is repeated in a Travel Card Validation Errors FactBox on the posted invoice or credit memo. The FactBox only appears when that document actually has errors.
Resolving Failed Transactions
- Open the posted invoice or credit memo named in the error.
- Read the error message and correct the cause -- for example a missing credit card number on the customer, a missing article code on an item, or missing booking data.
- On the posted document, choose Set Credit Card Status and pick Pending or RetryPending.
- The document is collected again in the next settlement run.
Do not reopen, release or repost the order to retry -- resetting the status on the posted document is what puts it back in the queue.