Capture a Pre-authorized Credit Card Payment

Sage ERP Accpac Order Entry 6.0

Capture a Pre-authorized Credit Card Payment

Overview

If you use Payment Processing, you can use the O/E Prepayment form to capture (process payment for) a credit card prepayment that was previously pre-authorized.

You capture a pre-authorized credit card payment when you are ready to process payment for goods that you have shipped, or for goods or services that a customer has received.

You can capture a pre-authorization only once. After you capture it, the pre-authorization is released in full, regardless of whether the amount captured matches the amount that was pre-authorized.

On the O/E Shipment Entry form, when you open a document with a pre-authorization, the Create Invoice option is selected by default. You must create an invoice when capturing a pre-authorized credit card payment from this form.

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 within the past 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.

Before you post a shipment in Order Entry, you must capture or void all pre-authorized credit card payments for the order or orders that make up the shipment.

Before you start

A credit card pre-authorization must exist for the document. For instructions on creating a credit card pre-authorization, see Pre-authorize a Credit Card Payment.

Sage Exchange must be installed and running on the workstation you are using to capture the pre-authorized payment. For more information, see Payment Processing Help.

You must have a working Internet connection.

To capture a previously pre-authorized credit card prepayment:

  1. Open O/E Order Entry or Shipment Entry and select an order for which a credit card payment has been pre-authorized.

    Note: On the O/E Shipment Entry form, the Create Invoice option is selected by default. You must create an invoice when capturing a pre-authorized credit card payment from this form.

  2. For each item that you are shipping, enter the quantity shipped in the Qty. Shipped field.

  3. Click Capture.

    The O/E Prepayments form appears.

    Note: If you are using Shipment Entry, the receipt amount displays the invoice amount, rather than the pre-authorized amount.

  4. Select a batch or create a new one.

    Note: The bank code for the batch must match the bank code specified in the processing code used for the transaction.

  5. Verify that the selected payment code matches the payment code for the pre-authorized credit card, and that the receipt amount is correct.

    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 pre-authorized.

  6. Click Add.

    The Charge button becomes available.

  7. Click Charge.

    The Process Credit Card form appears.

  8. Review billing details and totals. 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.

  9. Click Process Payment.

    Sage Payment Solutions processes the payment, and transaction details and a status message appear on the Process Credit Card form.

  10. Close the Process Credit Card form.

  11. Post the document.

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