• For Standalone users, best practice is to enter the transactions in to
Caplink at point of sale, exactly the same way a credit card would be
processed at point of sale. Batch processing at the end of the month is not
recommended.
• If Caplink has been setup with batch integration the best practice is to
export a Document batch from the Business System to Caplink at close of
business every trading day.
• It is the Supplier’s responsibility to ensure that Capricorn transactions are
processed via Caplink correctly and on time.
• Best practice for all users is to check the Caplink Transaction and Error
reports on a weekly basis, to ensure any issues can be dealt with promptly.
• It’s also important to check that the totals shown on the Caplink
Transaction reports reconcile with the equivalent sales report in the
Supplier’s Business System.
• Caplink Transaction reports only report on transactions submitted to
Capricorn through Caplink. The remittance advice that accompanies a
payment from Capricorn is the authoritative document on what has been
paid.
• An important business rule that Caplink enforces is the End of Month cutoffs.
• Capricorn treats each calendar month as a Processing Period.
• For Batch and Integrated users Capricorn provides a Grace Period of 1 or 2
working days at the start of each Processing Period where transactions can
be submitted for the previous Processing Period.
• All transactions dated for and successfully processed in Caplink inside the
Processing Period (or the Grace Period for the Processing Period, if
applicable) are included in that Processing Period.
• Transactions which are not successfully processed before the end of the
Processing or Grace Period will be included in a subsequent Processing
Period after they are successfully processed.