You capture a 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. More...
Tip: On the O/E Order Entry screen, you can use the Order Number Finder to view status. If a credit card payment has been but not processed for the order, the Order Has Pre-authorization column for the order displays "Yes."
Before you start
- A credit card must exist for the document. For instructions on creating a credit card , see Pre-authorizing a Credit Card Payment.
To capture a credit card payment:
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Order Entry > O/E Transactions.
- Select Order Entry.
- Select a document or order number for which a credit card payment has been .
- For each item that you are shipping, enter the quantity shipped in the Quantity Shipped field.
- Click Capture.
The O/E Prepayments screen appears. The Payment Code, Processing Code, and Pre-authorization Amount fields display the information that was entered for the .
Note: The Receipt Amount field displays the invoice amount, rather than the amount.
- Select a batch for the prepayment, or create a new batch.
- In the Receipt Amount field, enter the amount to capture for the .
Note: When you capture a credit card payment, the amount captured can be different than the amount that was . For example, if a customer at a restaurant adds a tip, the amount captured will be greater than the amount that was .
- Click Add.
The Charge button becomes available.
- Click Charge.
The Process Credit Card screen appears.
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Review totals.
Note: 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.
- Click Process Payment.
Sage Payment Solutions processes the payment.
- Post the document.