How to use CCAssist + CCAssistWeb
Close all Browser windows
Launch CCAssist from the desktop
Press "Launch CCW" and then "Launch Realex". Drag the tab of RealControl to make a separate Browser window. Login to RealControl with your personal credentials
CCAssistWeb is the main operating centre of the Realex Credit Card run.
CCAssist is there just to "print" transactions to PDF on the F: drive
@CCAssistWeb: Review the "unverified transactions" list:
@CCAssistWeb: Click the PAY ref to bring that transaction into focus (Details will be in the panel on the RHS - which you can drag out to a good size for your screen).
If you like the transaction...
@RealControl: Locate that transaction (should be listed in the "Delayed" list) and open it by clicking on the PAY ref.
- Click SETTLE TRANSACTION
- Enter your initials
- Click SETTLE TRANSACTION
@CCAssist: Click "Save Payment PDF" and watch to see that the payment is saved.
@CCAssistWeb: Click "Complete" to complete and/or verify the transaction
@CCAssistWeb: If there are any incomplete related orders, you can click the "COMPLETE" link to pay them off from the balance