Editing Draft Capture

'''Location'''

REPORTS > Counter Reports > Close of Day


'''Purpose'''

The Draft Capture Report generates the credit card transactions to be processed via the Credit Card Processing Module. Use this report when you are ready post credit card transactions to your processor.  It will show you which cards were not swiped, and which transactions required voice authorizations.


'''Options'''

:Proof run only – Before posting, a proof run can be performed by selecting this option. To post, uncheck this box. Transactions will be taken by the Credit Card Processing module and posted to the pre-determined clearinghouse.


'''Data Selection'''

Payments and deposits are selected by the following rules:
:* The payment’s report date is in the report’s date range.
:* The payment’s report location report location is selected in the reporting lists.
:* The deposit is a paid deposit (not an authorization).
:* The payment has not already been drafted (the draft date is blank).
:* The payment amount is not zero.
:* The payment type is "Credit Card".


'''Posting'''

In order to successfully draft, credit card processing must be properly set up.
[[Category:Bluebird]]