O/E Pre-authorization Screen
Fields and controls
Buttons
If you have not pre-authorized a credit card payment, the Pre-authorize button appears. After you pre-authorize a payment, this button is replaced by the Void button.
Pre-authorize
After you enter pre-authorization information, click Pre-authorize to open the PMT Process Credit Card screen and pre-authorize a credit card payment.
Before pre-authorizing a payment, you must select a payment code that uses the payment type SPS Credit Card, and a processing code that specifies the merchant ID, bank, and currency that will be used when processing the transaction.
For more information, see Pre-authorizing a Credit Card Payment.
Void
If a credit card payment has been pre-authorized but has not yet been processed, you can click Void to open the PMT Process Credit Card screen and void the pre-authorization.
For more information, see Voiding a Credit Card Pre-authorization.
Pre-authorization Amount
Enter the amount of the credit card payment to be pre-authorized.
You pre-authorize a credit card payment when you want to verify that sufficient credit exists on a customer's credit card before processing a sale. When you create a pre-authorization, the cardholder's credit limit is reduced by the amount of the pre-authorization until the pre-authorization is captured or expires.
The amount of a pre-authorization does not need to match the amount captured in the final sale. The captured amount may be more (for example, when a restaurant customer adds a tip) or less (for example, when a gas station customer swipes a credit card, and then purchases fuel that costs less than the amount pre-authorized for a fill-up).
Overview
Use the O/E Pre-authorization screen to:
- Pre-authorize a credit card payment for an order.
- Void a previously created credit card pre-authorization for which you will not process a payment.
About Pre-authorizing Credit Card Payments
If you use Payment Processing, you can click Pre-authorize on the O/E Order Entry screen to pre-authorize a credit card payment for an order.
You a credit card payment when you want to verify that sufficient credit exists on a customer's credit card before processing a sale. When you create a , the cardholder's credit limit is reduced by the amount of the until the is captured or expires.
The amount of a does not need to match the amount captured in the final sale. The captured amount may be more (as when a restaurant customer adds a tip) or less (as when a service station customer swipes a credit card, and then purchases fuel that costs less than the amount for a fill-up).
If you use multicurrency accounting, you can a credit card payment only if the customer currency matches the currency specified for an existing processing code. For example, if you want to a credit card payment for a USD customer, USD must be specified as the currency for an existing processing code.
Merchant service providers charge a fee for voiding a credit card . However, this fee is lower than the fee that is charged if you do not void or capture a and allow it to expire. For this reason, we recommend that you void any that will not be captured.
If a has expired, you may be able to force a payment for the amount. You can force a payment only if the has expired recently (typically within 30 days), and if you used a saved credit card for the (that is, you did not select the Enter A Card For One-Time Use option when processing the ).
Note: Forced transactions may be subject to higher fees than regular transactions.
If it is likely that more than seven days will pass before an order is shipped, you should not a credit card payment for the order. If you do, the may expire, in which case your merchant service provider will charge a fee. (Credit card in Sage Payment Solutions expires after approximately seven days.) Rather than a credit card payment, you can process an initial prepayment when the order is created, and then process the balance when the order is shipped.