Revision as of 16:08, 23 October 2006

Please follow this link

Under Construction

Please follow the link above until this notice is taken down.

CreditLine Payment Processing Software Manual. This site can also be reached at http://docs.911software.com

→ Looking for better rates?   Get a Free Credit Card Processing Cost Comparison!

Loss Prevention

1. Don't Panic! CreditLine credit card software retains all the information necessary to move the money between acccounts correctly, as soon as the account is setup as required.
2. Before any changes, backup your entire 911 folder!
   
3. Update the software to the latest version before any major journal manipulation with CreditLine Batch Archive Dialog and Import/Export utilities. However, when performing routine software upgrades, batch out all outstanding transactions before upgrading the software.
4. Make sure that the account is setup correctly, licensed and that no errors are displayed on startup of the server or in the CreditLine Manager Info Panel.
   

Batch Reversal

In the event that you have accidentally batched transactions into the wrong merchant account, the following simple procedure will help you move the money as needed.

Bank Account Adjustment

In some cases the bank can move the money very easily. Make sure you call the bank and discuss your options. If they can both debit the wrong account and credit the right account for you, the problem is solved, otherwise - read on.

Carefully determine which one of the following possibilities apply to you:

1. The Bank can debit the wrong account AND can credit the right account. Have them do both for you.
2. The Bank can debit the wrong account BUT CANNOT CREDIT the right account. You will need to follow the Manual Credit procedure.
3. The Bank CANNOT DEBIT the wrong account AND CANNOT CREDIT the right account. You will need to follow the Manual Credit AND then the Manual Debit procedures.
4. Rarely, The Bank CANNOT DEBIT the wrong account BUT can credit the right account. You will need to follow the Manual Debit procedure ONLY.

Journal Backup

You can view and manipulate the Journal Backups in the CreditLine Batch Archive Dialog
→In some extreme cases the transactions that you are looking for can only be found by clicking the Radio Buttons "Before Batch" and "Daily Backup" in the CreditLine Batch Archive Dialog

The number of days that the journals are backed up is specified in CreditLine Business Configuration Dialog. To restore the journal/batch you can rename the desired journal backup file to ccv_jor.dat and move it to 911\DATA directory. Don't forget to reload the configuration to apply the changes.

→ For multiple merchant setups replace JOR below with JOR? where ? is the merchant index.

Manual Credit

In some cases the bank cannot credit the moneys to the right account. We will deal with this case here. Whether or not the bank can debit the moneys from the wrong account, you will need to follow the procedure below

1. Setup the new account correctly. Make sure you followed the Loss Prevention procedure at the beginning of the guide. Don't forget to reload the configuration after all the changes!
2. Open CreditLine Batch Archive Dialog
3. 

   ##Select the journal file to be credited. You can click Open to review the journal and make sure that it is the correct journal to be credited. ## In the Output File field enter the path to the current journal file that will be created from a copy of the backed up journal for the date and time selected. ## Click Open / ReSequence. This will copy the backed up journal into the the selected path and resequence the transaction numbers for safety.

3) From the Start Menu run 911 Software->CreditLine->Journal Utility (c:\911\bin\CCVUtil.exe)

4) In this step we will CREDIT a selected backed up batch to the RIGHT account

Single Transaction Adjustment

In very rare cases there are transactions that are dated beyond the backup period. In this case you would have to re-authorize one transaction at a time.