About Quick Processing for Credit Card Transactions

If you use Payment Processing, 'quick' processing buttons allow you to process some credit card transactions with one click:

• Quick Pre-authorize. Pre-authorize a credit card payment with one click.

  The Quick Pre-authorize button is available on the O/E Order Entry screen.

• Quick Charge. Process a credit card payment with one click.

  The Quick Charge button is available on the following screens:

  • O/E Prepayments
  • A/R Prepayments
  • A/R Receipt Entry

  Note: The Quick Charge button cannot be used to capture a pre-authorized payment.

Before you can use quick processing buttons for a customer, you must:

• Set up a credit card for the customer with the Use This as Default Card option selected (on the A/R Credit Card Information screen).

  Also, this default credit card must use the same currency as the customer’s currency. More...

  The currency for a credit card is determined by the Processing Code specified for the credit card on the A/R Credit Card Information screen.

  The currency for a customer is determined by the Account Set specified for the customer on the Processing tab of the A/R Customers screen.

• Specify a payment code for the customer (on the Processing tab of the A/R Customers screen) that uses the payment type SPS Credit Card.

Note: When using quick processing buttons, you do not enter any information for transactions. If you need full control over transaction details (such as billing information, order totals, and credit card details), use the Pre-authorize or Charge buttons instead.