Voiding a Credit Card Payment

If you want to void a credit card prepayment in Order Entry, you must do so before posting the order, shipment, or invoice. After you post, the prepayment is cleared and posted to Accounts Receivable, and can be voided only in Accounts Receivable. More...

If a credit card payment has not been settled in Paya, you can void the transaction in Sage 300 or by signing in to Sage Virtual Terminal.

If a transaction has been settled in Paya, it cannot be voided. If you want to refund a settled transaction, you must use the Refund Entry screen in Accounts Receivable.

  • A credit card payment must have been processed, but not settled by Paya. Transactions are typically settled within 24 to 48 hours.
  • Sage Exchange must be installed and running on the workstation you are using to void the payment.
  • You must have a working Internet connection.

To void a credit card payment:

  1. In Order Entry or Accounts Receivable, select a document for which a credit card payment has been processed.
    • O/E Order Entry
    • O/E Shipment Entry
    • O/E Invoice Entry
    • A/R Invoice Entry
    • A/R Receipt Entry
  2. If you are using a screen that processes credit card payments from a Prepayments screen, open the Prepayments screen.
    • On the A/R Invoice Entry screen, click Prepay.
    • On Order Entry screens, click Prepayments.
  3. Click Void.

    Sage 300 checks Paya to determine whether the transaction has been settled.

    • If the transaction has been settled in Paya, an error message informs you that the transaction cannot be voided. If you want to refund the transaction, you must use the Refund Entry screen in Accounts Receivable.
    • If the transaction has not been settled, the PMT Process Credit Card screen appears. The credit card that was used for the payment is selected.
  4. Click Void Sale.

    Paya voids the payment.