- Log into your Parent account as an Administrator
- Navigate to the Administration menu and select Credit Card
- Click on the Failed Credit Card Transactions Tab
- Move the mouse over the Exclamation mark to reveal the error message
- When the Claimant information is missing from the Claimant column, click on the drop down menu to see a list of all claimants.
- All the claimants that are shown in this list do not have a credit card number allocated to them at present
- Select the claimant who is responsible for managing and reconciling this transaction, from the drop-down list
- Once the claimant has been selected, any other transactions from the same card number will automatically be updated
- Click Save to keep the changes. The Claimants credit card number will be added to their User Profile
- Select each of the transactions that you want to upload by clicking the tick box along side each of the transactions or click the tick box in the header to select all
- Now click Upload to Claimant. The selected transactions will now be uploaded to the claimants Pending Credit Card tab and will disappear from the the Failed Credit Card Transaction grid.
Allocating card holders on the Failed Credit Card Transaction tab
