How to capture a pre-authorized credit card payment on Sage 300 Order Entry
Steps:
- Open Order Entry > O/E Transactions.
- Select Order Entry, Shipment Entry, or Invoice Entry.
- Note: You can capture pre-authorized payments from the O/E Invoice Entry screen only if the Require Capture of Pre-authorized Payments at Shipment option is cleared on the
PMT Options screen.
- Note: You can capture pre-authorized payments from the O/E Invoice Entry screen only if the Require Capture of Pre-authorized Payments at Shipment option is cleared on the
- Select a document or order number for which a credit card payment has been pre-authorized.
- Note: On the O/E Shipment Entry screen, the Create Invoice option is selected by default. You must create an invoice when capturing a pre-authorized credit card payment from this screen.
- For each item that you are shipping, enter the quantity shipped in the Quantity Shipped field.
- Click Capture. The O/E Prepayments screen appears. The Payment Code, Processing Code, and Preauthorization Amount fields display the information that was entered for the pre-authorization.
- Note: The Receipt Amount field displays the invoice amount, rather than the pre-authorized amount.
- Select a batch for the prepayment, or create a new batch.
- In the Receipt Amount field, enter the amount to capture for the pre-authorization.
- Note: When you capture a pre-authorized credit card payment, the amount captured can be different than the amount that was pre-authorized. For example, if a customer at a
restaurant adds a tip, the amount captured will be greater than the amount that was preauthorized.
- Note: When you capture a pre-authorized credit card payment, the amount captured can be different than the amount that was pre-authorized. For example, if a customer at a
- Click Add. The Charge button becomes available.
- Note: The Quick Charge button cannot be used to capture a pre-authorized payment.
- Click Charge. The PMT Process Credit Card screen appears.
- Review totals.
- Note: For some transactions, you can edit the amount in the Taxes field in order to comply with Level 2 processing requirements. When you edit this amount, the amount in the Subtotal field is calculated automatically by subtracting the taxes you entered from the transaction total
- Click Process Payment. Paya processes the payment.
- Click Close to close the PMT Process Credit Card screen, and then the O/E Prepayments
screen. - Post the document.
Support
If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.