Voiding a Credit Card Pre-authorization

You can use the O/E Pre-authorization screen to void a pre-authorized credit card payment for an order if the payment has not yet been processed. More...

Merchant service providers charge a fee for voiding a credit card pre-authorization. However, this fee is lower than the fee that is charged if you do not void or capture a pre-authorization and allow it to expire. For this reason, we recommend that you void any pre-authorization that will not be captured.

Voiding a credit card pre-authorization eliminates the possibility of capturing a payment in Sage 300 system. The pre-authorization will not be voided in the local payment gateway. You will need to contact your merchant provider should you need to void the pre-authorization straight away. Otherwise, you can wait till pre-authorization to expire automatically (typically after 7 days).

For more information, see About Pre-authorizing, Capturing, and Forcing Credit Card Payments.

For more information, see About Pre-authorizing, Capturing, and Forcing Credit Card Payments.

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."

  • A credit card pre-authorization must exist for the order.
  • Sage Exchange must be installed and running on the workstation you are using to void the pre-authorization. For more information, see About Paya.
  • You must have a working Internet connection.

To void a credit card pre-authorization:

  1. Open Order Entry > O/E Transactions > Order Entry.
  2. Select a document for which a credit card payment has been pre-authorized.
  3. Click Void Pre-auth.

    The O/E Pre-authorization screen appears.

  4. Click Void.

    The PMT Process Credit Card screen appears.

  5. Click Void Pre-authorization.

    Paya voids the pre-authorization.