Pre-authorization Form

Sage ERP Accpac Order Entry 6.0

$image\field_bt.gif$ Order Entry — Pre-authorization Form

Use the O/E Pre-authorization form to:

Pre-authorize a credit card payment for an order.
Void a previously created credit card pre-authorization for which you will not process a payment.

To open the O/E Pre-authorization form, click the Pre-authorize button on the Order Entry form.

About Pre-authorizing Credit Card Payments

If you use Payment Processing, you can click the Pre-authorize button on the Order Entry form to pre-authorize a credit card payment for an order.

You pre-authorize a credit card payment when you want to verify that sufficient credit exists on a customer's credit card before processing a sale. When you create a pre-authorization, the cardholder's credit limit is reduced by the amount of the pre-authorization until the pre-authorization is captured or expires.

The amount of a pre-authorization does not need to match the amount captured in the final sale. The captured amount may be more (as when a restaurant customer adds a tip) or less (as when a service station customer swipes a credit card, and then purchases fuel that costs less than the amount pre-authorized for a fill-up).

If you use multicurrency accounting, you can pre-authorize a credit card payment only if the customer currency matches the currency specified for an existing processing code. For example, if you want to pre-authorize a credit card payment for a USD customer, USD must be specified as the currency for an existing processing code.

Merchant service providers charge a fee for voiding a credit card pre-authorization. However, this fee is lower than the fee that is charged if you do not void or capture a pre-authorization and allow it to expire. For this reason, we recommend that you void any pre-authorization that will not be captured.

If a pre-authorization has expired, you may be able to force a payment for the pre-authorized amount. You can force a payment only if the pre-authorization has expired recently (typically within 30 days), and if you used a saved credit card for the pre-authorization (that is, you did not select the Enter A Card For One-Time Use option when processing the pre-authorization).

For more information, see Pre-authorizing, Capturing, and Forcing Credit Card Transactions.

Note: Forced transactions may be subject to higher fees than regular transactions.

If it is likely that more than seven days will pass before an order is shipped, you should not pre-authorize a credit card payment for the order. If you do, the pre-authorization may expire, in which case your merchant service provider will charge a fee. (Credit card pre-authorization expires after approximately seven days.)