Void a Credit Card Prepayment
Overview
You can void a prepayment in Order Entry only if you have not posted the document, and only if the prepayment has not been settled in Sage Payment Solutions. (Payments are typically settled within 48 hours.) If you have posted the document, you must void the prepayment in A/R Receipt Entry.
Before
you start
A credit card prepayment must have been processed in Sage Payment Solutions, and must not have been settled. Payments are typically settled within 48 hours.
Sage Exchange must be installed and running on the workstation you are using to void the credit card prepayment. For more information, see Payment Processing Help.
You must have a working Internet connection.
To void a credit card prepayment:
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On the Order Entry, Shipment Entry, or Invoice Entry form, select a document for which a Sage Payment Solutions credit card prepayment has been processed.
Note: You can void a prepayment in Order Entry only if the document has not been posted. If the document has been posted, you must void the prepayment in A/R Receipt Entry.
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Click Prepayment to open the Prepayments form.
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Click Void.
The Process Credit Card form appears and displays details for the transaction.
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Click Void Sale.
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If the payment has not been settled in Sage Payment Solutions, it is voided.
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If the payment has been settled in Sage Payment Solutions, an error message informs you that it cannot be voided. If you want to refund the payment, you can process a refund on the A/R Refund Entry form.
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Close the Process Credit Card form.