Processing a Credit Card Prepayment

If you use Payment Processing, you can use the O/E Prepayments screen to process a credit card prepayment.

To process a credit card prepayment:

1. Open Order Entry > O/E Transactions.
2. Open Order Entry.
3. Click the Prepayment button, and then enter and add a prepayment. For more information, see Entering a Prepayment.

   You must select a payment code that uses the payment type SPS Credit Card, and you must select a processing code for the transaction. After you add the prepayment, the Charge button becomes available.

4. Click Charge.

   The Process Credit Card screen appears. If a default credit card exists in the customer record that uses the processing code selected for the current transaction, that credit card is selected by default.

5. Specify a credit card. More...
   • To select a saved credit card, use the Finder.
   • To enter details for a new card and save the card in the customer record, click the Create New button, and then add the card details on the A/R Credit Card Information screen.
   • To enter details for a new credit card that will not be saved in the customer record, select Enter a Card for One-Time Use. (You enter card details on the Paya browser form.)
6. Enter or review billing details. These may be different from the information in the Sage 300 customer record. For example, the customer may be using a company credit card, or may be authorized to use a card on behalf of the primary cardholder.

Tip: When entering billing details, you can select the Same as Customer Address option to fill in billing details with name and address information from the customer record.

7. 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.

8. Click Process Payment.

   The Paya browser form appears.

9. Review or enter credit card details.
   • If you use a card reader device and did not select a saved credit card for this transaction, you can click Swipe Card to swipe a credit card.
   • If you want to review these details, click the Next button on the browser form.
10. Click Submit.

    Paya processes the payment. The browser form closes, and transaction details and a status message appear on the Process Credit Card screen.

11. On the Process Credit Card screen, review transaction details and status.
12. Post or save the document.

Published: September 11, 2020
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