Overview

This article will guide you through the process of automatic credit card processing within CaterZen. If your Credit Card Processing Settings in the Admin section are configured to process payments automatically, transactions will be handled based on your designated time rules, ensuring a seamless payment experience for your customers.


With automatic credit card processing in CaterZen, you have the flexibility to determine when customer payments are processed. You can choose from the following options:

  • Day of the Catering Order – The card will be charged on the same day as the event.
  • 1 Day After the Order – The card will be charged the day following the event.
  • 2 Days After the Order – The card will be charged two days after the event.
  • 3 Days After the Order – The card will be charged three days after the event.

Additionally, you can set a specific time for the system to process credit card payments each day, ensuring transactions run automatically at your preferred schedule.



To set up your Credit Card Processing Settings, please refer to the Configuring Credit Card Processing Settings in CaterZen article.


If you prefer to manually process credit card payments, see the Manual Credit Card Processing in CaterZen article for step-by-step instructions.


Tracking Transactions

Once automatic credit card payments are enabled, you can monitor transactions under the Accounting tab.


Viewing Transactions

  • Go to the Accounting tab.
  • Click on Invoices/Catering Tickets to view pending, approved, or declined payments based on the date range you filter by.
  • Orders highlighted in yellow indicates that a credit card is on file for the order and will be processed automatically based on the credit card settings you've configured in the Admin section.


  • If an order is highlighted in red or pink, it indicates that the payment was declined or failed.
  • When this occurs, follow these steps:
    • Contact the Customer– Reach out to the customer to obtain updated credit card information.
    • Manually Process the Payment – Once you have the new payment details, follow the steps outlined in the Manual Credit Card Processing in CaterZen article to charge the updated card.
    • Check for Common Decline Reasons– If the card continues to fail, review possible reasons:
      • Card expired – Request a new card from the customer.
      • Insufficient funds – Ask if the customer wants to use a different payment method.
      • Invalid CVV or AVS mismatch – Ensure billing details match the card’s registered address.
    • Retry the Payment – If needed, manually process the payment via the Accounting Tab under Invoices/Catering Tickets.
  • By proactively addressing failed transactions, you can minimize disruptions and ensure payments are successfully completed.


Daily Credit Card Processing Report

Once your credit cards are processed each day based on the time rules you have set, you will receive an emailed Credit Card Processing Report summarizing the day's transactions. To configure the email address this report is sent to, refer to the Configuring Credit Card Processing Settings in CaterZen article.

Understanding Your Report

  • Approved Charges (Green Banner) – All successfully processed payments will be listed under this section.
  • Failed Charges (Red Banner) – Any transactions that did not go through will be displayed here, allowing you to take action on declined payments.

Automatic Sales Receipt Email

If your settings are configured to automatically send a sales receipt, your customer will receive a customized email after their card is charged. This receipt will include details of their order and payment confirmation, ensuring a seamless experience for both you and your customers.


To enable or customize the Sales Receipt Email, refer to the Configuring Credit Card Processing Settings in CaterZen article.


Ensure Proper Fraud Protection

  • For enhanced security, CaterZen recommends enabling AVS (Address Verification System) and CVV (Card Verification Value) checks in your Braintree account.
  • You can configure these settings in your Braintree Fraud Management tools: Braintree AVS & CVV Settings.

Need Assistance?

If you have any questions please reach out to our CaterZen Support Team or if you would like to schedule a review of your Credit Card settings, please book a time here: BookTimeWithJillian.com.


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