Fields and controls
Note: Fields that appear on the screen but are not described in this list are in development and not yet functional.
Company tab
On the Company tab, enter contact information for your Payment Processing system.
Note: To change your company name and address, or to change contact information at the company level, use the Company Profile screen in Common Services.
Contact Name
Enter the name of a contact person, position, or department for your Payment Processing system.
Fax
Enter a fax number for your Payment Processing system.
Phone
Enter a telephone number for your Payment Processing system.
Processing tab
The Processing tab appears only if you have installed and activated Order Entry. Use the options on this tab to specify general options for processing credit card transactions.
Require Capture of Pre-authorized Payments at Shipment
Specify whether Order Entry users are required to process ("capture") a credit card payment that has been for an order before posting a shipment.
- If you select this option, you must capture the payment and select the option to create an invoice before posting a shipment.
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If you clear this option, you can post the shipment without capturing the payment, and then capture the payment when creating the invoice. (You can also capture the payment when shipping, but are not required to do so before posting the shipment.)
Note: After posting a shipment for an order with a , you must capture the payment and invoice the shipment before you can create another shipment for the order.
Warn Before Forcing Expired Pre-authorizations
Select this option if you want a warning message to appear when a user tries to force payment for an expired .
For more information about forcing payment, see About Pre-authorizing, Capturing, and Forcing Credit Card Payments.
Overview
Use the Payment Processing Options screen to select options that specify how you process credit card payments in Sage Payment Solutions.
- The Processing tab appears only if you use Order Entry.
- You cannot save changes to options that affect Payment Processing integration with Order Entry until all other users have left Order Entry and all Order Entry screens are closed.
- After making changes to program options (on Options screens) or optional fields (on Optional Fields screens), you and all other users must sign out and sign in again to apply the changes.
On the Processing tab, use the Require Capture of Pre-authorized Payments at Shipment option to specify whether Order Entry users are required to process ("capture") a credit card payment that has been for an order before posting a shipment.
- If you select this option, you must capture the payment and select the option to create an invoice before posting a shipment.
-
If you clear this option, you can post the shipment without capturing the payment, and then capture the payment when creating the invoice. (You can also capture the payment when shipping, but are not required to do so before posting the shipment.)
Note: After posting a shipment for an order with a , you must capture the payment and invoice the shipment before you can create another shipment for the order.