Versions Compared

Old Version 13

changes.mady.by.user Former user

Saved on

compared with

New Version 14

changes.mady.by.user Former user

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview

In this section we will show you how to capture a Credit Card Pre-Authorization. Remember that this needs to be done after following the steps on how to Pre-Authorize a Credit Card Payment

Info

Orders with active Pre-Authorizations can be displayed with a filter identified in Order Entry > Order Summary. Use the drop-down menu on the Pre-Authorized section and select Yes

This filter will also be available on A/R > Open Invoices


There are two ways to Capture Credit Card Pre-Authorization:

Ui steps
sizesmall


Ui step

After selecting a pre-authorized order, click on the drop-down menu located on the Actions column.


Ui step

You will find two options: 

  • Capture Pre-Authorization
  • Cancel Pre-Authorization


Ui step

You can also capture by going to: Order Entry > Order Summary and selecting the pre-authorized order. After selecting it, the button that normally says Pay & Confirm will change to Capture & Confirm, also showing you the preauthorized amount below such button.


Ui step

Once you have selected the option Capture Pre-Authorization or Capture & Confirm, you will see a pop-up. If the amount charged on the Order is the same or less than the amount pre-authorized, the message will say:

This usually happens when changes are done on the order after completing and pre-authorizing it. This means that there would an amount pending to be paid that requires to be done manually or with another pre-authorization.


If the amount charged on the order is higher than the pre-authorized amount, you will see the following pop-up:



Ui step

When the pre-authorization is confirmed and paid, it becomes a Payment. The amount charged will no longer be on hold waiting for confirmation, since it becomes a regular payment.




Info

Remember that once a credit card payment has been captured, the option to apply a payment on Accounts Receivable A/R > Receive Payment section will no longer be available:


Relevant Articles

Panel

Child pages (Children Display)