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:
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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.
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For each item that you are shipping, enter the quantity shipped in the Qty. Shipped field.
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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.
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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.
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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.
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Click Add.
The Charge button becomes available.
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Click Charge.
The Process Credit Card form appears.
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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.
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Click Process Payment.
Sage Payment Solutions processes the payment, and transaction details and a status message appear on the Process Credit Card form.
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Close the Process Credit Card form.
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Post the document.