I may be missing something fundamental as I'm just getting C&P and my merchant account set up. I have C&P integrated w/Salesforce.
I've tried a couple of credit card transactions; 1 through a C&P event registration page and 1 through C&P easy donation page. Both transactions appear to have worked in that receipts were sent, the opportunities were created in salesforce, they appear in the settlement reports in C&P, they appear as authorized transaction in translink.
HOWEVER, neither of them have appeared as transactions with the CC bank. These were two different cards from two different banks yet neither show these transactions.
I called TransFirst and they explained that I need to "settle the batch" but I can't find any reference to how to do that in the forums or C&P documentation. I did find that I have "auto settlement" set to "Yes" in my profile.
What do you advise?
I've tried a couple of credit card transactions; 1 through a C&P event registration page and 1 through C&P easy donation page. Both transactions appear to have worked in that receipts were sent, the opportunities were created in salesforce, they appear in the settlement reports in C&P, they appear as authorized transaction in translink.
HOWEVER, neither of them have appeared as transactions with the CC bank. These were two different cards from two different banks yet neither show these transactions.
I called TransFirst and they explained that I need to "settle the batch" but I can't find any reference to how to do that in the forums or C&P documentation. I did find that I have "auto settlement" set to "Yes" in my profile.
What do you advise?
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