How to capture and invoice pre-authorized credit card payments on Sage 300 Order Entry

Steps:

Open Order Entry > O/E Transactions > Capture Payments with Invoices.
In the A/R Receipt Batch Date field, specify the date for the receipt batch (or batches) that will be created when you capture pre-authorized payments.
- Note: If you process payments that use multiple processing codes, a separate Accounts
  Receivable receipt batch is created for each processing code.
If you want to filter documents by processing code or document number, specify criteria.
1. In the From/To Processing Code fields, specify a range of processing codes to view, or
  accept the default entries to view pre-authorized payments for all processing codes. (A
  processing code specifies the bank, currency, and merchant account that will be used to
  process a credit card transaction.)
2. In the From/To document number fields, specify a range of shipment numbers and/or
  order numbers to view, or accept the default entries to view pre-authorized payments for
  all documents.
  - Note: If you specify ranges of both shipment numbers and order numbers, only preauthorized payments that match all criteria you specify will appear in the table.
3. Click the Go button. Documents that match the criteria you specified appear in the table.
If you do not want to capture and invoice pre-authorized payments for all documents that
appear in the table, set the value in the Apply column to “No” for those documents, and then
select documents for which to process payments.
- To set the value in the Apply column, select a row, and then double-click the Apply column or press the spacebar.
- If you want to set this value to “No” for all documents, click the Apply None button.
- If you want to set this value to “Yes” for all documents again, click the Apply All button.
If you want to print invoices and/or receipts after you capture payments and create invoices, select the Print Invoices After Capture and/or Print Receipts After Capture options.
- If you select Print Invoices After Capture, the O/E Invoices report screen opens after Sage 300 processes payments and creates invoices. By default, the numbers of the first
  and last invoice in the new batch are specified in the From Invoice and To Invoice fields,
  and the Include Invoices Already Printed option is cleared.
- If you select Print Receipts After Capture, the A/R Receipts report screen opens after Sage 300 processes payments and creates invoices. By default, the numbers of the first and last Accounts Receivable batches created while capturing payments are specified in
  the From and To batch number fields.
Click Capture and Invoice.
- Paya processes pre-authorized payments for all documents that display “Yes” in the Apply column.
- Order Entry creates an invoice for each pre-authorized payment that was successfully
  processed.
- Accounts Receivable creates a receipt batch with the batch date you specified. If you use multiple processing codes, a separate receipt batch is created for each processing code.
- When processing is complete, a message displays summary information about
  payments that were successfully processed. If any errors occur while processing
  payments and creating invoices, a message displays detailed information about each
  error.
  - Tip: If any payments were not processed, or if any invoices were not created, print this message to create a record of errors that you need to resolve.
- If you select Print Invoices After Capture, the O/E Invoices report screen opens after
  Sage 300 processes payments and creates invoices. By default, the numbers of the first
  and last invoice in the new batch are specified in the From Invoice and To Invoice fields,
  and the Include Invoices Already Printed option is cleared.
- If you select Print Receipts After Capture, the A/R Receipts report screen opens after Sage 300 processes payments and creates invoices. By default, the numbers of the first and last Accounts Receivable batches created while capturing payments are specified in
  the From and To batch number fields.

Support

If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.