Elevon/SDC Protobase Integrated Credit Card procedures

PBADMIN

Failed settlements Log into PBADMIN and click on the transaction tab, if you see transactions other than the current date you have batches that have failed to settle.

The first thing you want to do is open SMP and then go to CAT BATCHES.

What you should see is a golden star on each business date, and if a day has failed it is going to have a red stop sign on that day instead of a golden star. The other possibility is that the day has not been attempted to settle at all and that business day will have a sheet of paper with a pencil instead of a golden star.

try to settle them through smp first by clicking on the day that you want to settle and then click on submit. Even if it has a stop sign on that day you can re-submit them as well.

If you receive another failure or a failure on a day that has not been attempted please call the Help desk for assistance.

this will need to be done if smp shows that all batches have been settled but you still show unsettled credit cards in pbadmin. Manually settling credit cards in pbadmin

THIS SHOULD ONLY BE DONE AFTER YOU HAVE CALLED YOUR PROCESSOR TO VERIFY THAT A BATCH SETTLEMENT HAS NOT BEEN DONE FOR THAT DAY, OTHERWISE YOU MAY BE SETTLING THE BATCH MULTIPLE TIMEs. ********************WARNING******************** YOU MAY NEED AN ICE PACK BY THE TIME YOU ARE DONE CLEANING UP THAT MESS!

If your processor indicates that you already have a settled batch for that day please call the help desk.

If your processor indicates that they do not show a settled batch for that day you can proceed by manually settling the batch in Pbadmin. With your mouse click on the box under select and it will put an (x) in the box, do this for all of the credit cards that you want to settle.

Once you have put an (x) by all of the credit cards that you want to settle, then choose the main tab.

You then want to click on the deposit selected, It is very important that you choose deposit selected. if you choose deposit all it will deposit all credit cards including ones that you may have for that day.

It will then bring up a settlement information box asking you if this it the correct amount of transaction for the proper amount. If it is correct choose ok.

It will then go out and communicate with your processor and settle the batch and once that has completed it will show you a report with the total of the batch settled. If it comes back with an error please call the help desk.