How to process a credit card payment on Sage 300 Order Entry
Steps:
- Open Order Entry > O/E Transactions.
- Open Order Entry, Shipment Entry, or Invoice Entry.
- Click the Prepayment button, and then enter and add a prepayment. For more information,
see “Entering a Prepayment” (page 131). You must select a payment code that uses the
payment type SPS Credit Card, and you must select a processing code for the transaction.
After you add the prepayment, the Charge and Quick Charge buttons become available. - Click one of the following buttons:
- Charge. If you click this button, you must complete the remaining steps in this procedure. When you click Charge, the PMT Process Credit Card screen appears. If a default credit card exists in the customer record that uses the processing code selected for the current transaction, that credit card is selected by default.
- Quick Charge. If you click this button, the payment is immediately processed. After this, you must post or save the document. No further steps are required.
- Note: To use Quick Charge, 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 Charge, information required for the transaction must already be
- 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 Sage 300
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 Payment. 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.
- Click Submit. Paya processes the payment. The browser form closes, and transaction details and a status message appear on the PMT Process Credit Card screen.
- On the PMT Process Credit Card screen, review transaction details and status.
- Click Close to close the PMT Process Credit Card screen.
- Post or save the document.