Process a Credit Card Prepayment
Overview
If you use Payment Processing, you can use the O/E Prepayments form to process a credit card prepayment.
Before
you start
Sage Exchange must be installed and running on the workstation you are using to process the prepayment. For more information, see Payment Processing Help.
You must have a working Internet connection.
To process a credit card prepayment:
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In Order Entry, Shipment Entry, or Invoice Entry, enter and add a prepayment.
Note: 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 button becomes available.
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Click Charge.
The Process Credit Card form appears.
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Select a saved credit card or enter details for a new credit card:
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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 New (
) and then add the card details in the Credit Card Information form. -
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.
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Enter or review billing details. These may be different from the information in the Sage ERP Accpac 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.
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Review totals. For some transactions, you can edit the amount in the Subtotal and Taxes fields. When you edit one of these fields, the amount in the other field is calculated automatically by subtracting the amount you entered from the total.
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Click Process Payment.
The Sage Payment Solutions browser form appears.
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Enter credit card details.
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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.
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Sage ERP Accpac automatically submits billing details for each transaction to Sage Payment Solutions. If you want to review these details, click the Next button on the browser form.
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Click Submit.
Sage Payment Solutions processes the payment. The browser form closes, and transaction details and a status message appear on the Process Credit Card form.
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On the Process Credit Card form, review transaction details and status.
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Close the Process Credit Card form.