How to pre-authorize a credit card payment on Sage 300 Order Entry
Steps:
- Open Order Entry > O/E Transactions > Order Entry.
- Create or select an order for which you want to pre-authorize a credit card payment.
- Click one of the following buttons:
- Pre-authorize. If you click this button, you must complete the remaining steps in this
procedure. When you click Pre-authorize, the O/E Pre-authorization screen appears. The Preauthorization Amount field displays the order total (including taxes). - Quick Pre-authorize. If you click this button, the order total (including taxes) is preauthorized. No further steps are required to pre-authorize the payment.
- Note: To use Quick Pre-authorize, information required for the transaction must
already be entered in your system. For more information, see “About Quick Processing for Credit Card Transactions” (page 161).
- Note: To use Quick Pre-authorize, information required for the transaction must
- Pre-authorize. If you click this button, you must complete the remaining steps in this
- Review the information on the screen.
- Verify that the Payment Code field displays the correct payment code, or select a
payment code that uses the payment type SPS Credit Card.- Tip: Click the Finder to see a list of payment codes and associated payment types.
- Verify that the Processing Code field displays the correct processing code, or select a
processing code. The bank code associated with the processing code appears in the Bank Code field.- Note: The processing code you select must use the same bank and currency as the
current transaction.
- Note: The processing code you select must use the same bank and currency as the
- Verify that the Payment Code field displays the correct payment code, or select a
- Click Pre-authorize. The PMT Process Credit Card screen appears.
- Specify a credit card.
- To select a saved credit card, use the Finder.
- To enter details for a new card and save the card in the customer record, click the New button, and then add the card details on the A/R Credit Card Information screen.
- To enter details for a new credit card that will not be saved in the customer record, select Enter a Card for One-Time Use. (You enter card details on the Paya browser form after you click the Process Pre-authorization button.)
- Enter or review billing details. These may be different from the information in the customer
record. For example, the customer may be using a company credit card, or may be authorized to use a card on behalf of the primary cardholder.- Tip: When entering billing details, you can select the Same as Customer Address option to fill in billing details with name and address information from the customer record.
- 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 Pre-authorization. The Paya browser form appears.
- Review or enter credit card details.
- If you use a card reader device and did not select a saved credit card for this transaction,
you can click Swipe Card to swipe a credit card. - If you want to review these details, click the Next button on the browser form.
- If you use a card reader device and did not select a saved credit card for this transaction,
- Click Submit. You might need to click Submit twice if you did not click the Next button. Paya processes the pre-authorization. A message displays information about the transaction.
- On the PMT Process Credit Card screen, review pre-authorization details and status.
- Click Close to return to the O/E Pre-authorization screen.