Voiding a Credit Card Pre-authorization

If you use Payment Processing, 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.

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 Finder button 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 an order.
  • Sage Exchange must be installed and running on the workstation you are using to pre-authorize the payment.
  • 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 Pre-auth.

    The O/E Pre-authorization screen appears.

  5. Click Void.

    The PMT Process Credit Card screen appears.

  6. Click Void Pre-authorization.

    Paya voids the pre-authorization.