To pre-authorize a credit card sale:In addition to authorizing credit card sales, you may need to:
Pre-authorize a credit card sale.
Void a credit card sale.
Refund a credit card sale.
You can pre-authorize a credit card sale, which ensures that the customer has enough credit available, but without actually debiting the customer's account. A pre-authorization allocates that amount of the customer's credit limit until you authorize the sale, or the pre-authorization expires, often within seven days. You can manually pre-authorize a credit card sale or set up the system to do it automatically.
Note: Set the Credit Card: Days Pre-Authorization Is Valid control maintenance record to determine what the set number of days that a pre-authorization is valid. For more information, see Credit Card Authorization Control Maintenance Records.
To pre-authorize a credit card sale:
From the Orders menu, select Sales Order Entry to display the Sales Order Entry screen.
Use the Totals hot key to display the Totals screen for the order.
In the CrCard Recvd field, enter a payment. The Credit Card Authorization screen displays.
Enter or edit field information on the Credit Card Authorization screen. The screen opens when one of the following happens:
After you enter an amount in the CrCard Recvd field.
After you use the CredtCrd hot key.
Use the Pre-Auth hot key to pre-authorize the amount.
If a customer makes a change to an order, you can void a credit card sale and start over. You can void a credit card sale if a customer notices an error, or needs to add more items to the order before finishing. Void the original credit card sale, and authorize the new sale after making changes.
To void a credit card sale:
From the Orders menu, select Sales Order Entry to display the Sales Order Entry screen.
Use the Totals hot key to display the Totals screen for the order.
Use the Pymnts hot key to select the sale to void.
Use the CredtCrd hot key to display the Credit Card Authorization screen. Verify that the screen information is correct, and edit the information if necessary.
Use the Void hot key to void the sale.
Note: The Void hot key is only available if the sale amount has not been settled. If it is too late to void a transaction, you can refund instead.
When a customer paid by credit card, credit any refunds or returns back to the same credit card account. Because a returned product is linked to its original sales order, the original credit card information is used as the default credit card information for the return order.
To refund a credit card sale:
From the Orders menu, select Sales Order Entry to display the Sales Order Entry screen.
Use the Totals hot key to display the Totals screen for the order.
In the CrCard Recvd field, enter the refund as a negative amount. For example, for a $30.00 refund, enter -30.00.
Display the Credit Card Authorization screen. The screen opens automatically if the original order was paid by credit card, or after entering an amount in the CrCard Recvd field.
Verify that the Credit Card Authorization screen information is correct. Edit as necessary, for example to update the expiration date.
Use the Auth hot key to authorize the refund amount.
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