Capturing a Pre-authorized Credit Card Payment

If you use Payment Processing, you can use the O/E Prepayment screen to capture (process payment for) a credit card prepayment that was previously 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. More...

Tip: On the O/E Order Entry screen, you can use the Order Number Finder to view pre-authorization status. If a credit card payment has been pre-authorized but not processed for the order, the Order Has Pre-authorization column for the order displays "Yes."

To capture a pre-authorized credit card prepayment:

1. Open Order Entry > O/E Transactions.

2. Select Order Entry.
3. Select a document or order number for which a credit card payment has been pre-authorized.
4. For each item that you are shipping, enter the quantity shipped in the Quantity Shipped field.
5. 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 pre-authorization.

   Note: The Receipt Amount field displays the invoice amount, rather than the pre-authorized amount.

6. Select a batch for the prepayment, or create a new batch.
7. In the Receipt Amount field, enter the amount to capture for the pre-authorization.

   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.

8. Click Add.

   The Charge button becomes available.

9. Click Charge.

   The Process Credit Card screen appears.

10. 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.

11. Click Process Payment.

    Sage Payment Solutions processes the payment.

12. Post the document.

Last published: 4/8/2016