Credit Card Processing for Sales

Form ID: (SO507000)

You use this form to find and mass-process credit card payments and prepayments that have been applied to sales orders and SO invoices. By using this form, you can capture, validate, void, and reauthorize any of the listed credit card payments or prepayments.

Note: This form appears in the system if the Integrated Card Processing feature has been enabled on the Enable/Disable Features (CS100000) form.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.

Button Description
Process

Initiates the selected processing (based on the Action you select) for the credit card payments and prepayments you have selected in the table.
Process All Initiates the selected processing (based on the Action you select) for all credit card payments and prepayments listed in the table.

Selection Area

In this area, you can select criteria to narrow the credit card payments or prepayments to be displayed in the table, as well as the action to be applied if you click Process or Process All.

Element Description
Action The action to be taken for each credit card payment or prepayment included in processing if you click Process or Process All on the form toolbar. Select one of the following options:
  • Capture: If the payment or prepayment has a pre-authorized transaction—that is, if the Proc. Status column contains the Pre-Authorized status—captures a pre-authorized transaction in the amount shown in the Applied Amount column for the payment or prepayment.

    If this credit card payment or prepayment with a pre-authorized transaction is partially applied to a sales order and partially transferred to an invoice for this sales order, the part of the payment or prepayment applied to the invoice is displayed on the current form.

    You can apply the Capture action to a particular credit card payment or prepayment if the payment or prepayment meets the following criteria:

    • The card number is specified.
    • The payment or prepayment has Pending Processing in the Status column and its transaction has the Pre-Authorized status in the Proc. Status column.

    If the MYOB Payments feature is enabled on the Enable/Disable Features (CS100000) form and you select this option to process a payment, the system calculates the tax amount and the subtotal amount based on the following amounts of the sales order:

    • Tax Total in the Summary area of the Sales Orders (SO301000) form
    • Applied to Order on the Payments tab of the Sales Orders (SO301000) form
    • Order Total in the Summary area of the Sales Orders (SO301000) form

    This data is sent to the payment gateway, and then further to the card network. For details, see Level 2 Data Transmission During Card Payments.

  • Validate Card Payment: Validates the transaction of the credit card payment or prepayment in the processing center and updates the processing status of the payment or prepayment.

    You can apply this action to a particular credit card payment or prepayment if the payment has Pending Processing in the Status column.

  • Void Expired Card Payment: Voids the pre-authorized transaction for the payment or prepayment.

    When the transaction is voided, the reauthorization date is specified based on the value of the Funds Hold Period (Days) column on the Processing Centers tab of the Payment Methods (CA204000) form, and the allowed number of reauthorization attempts is specified for the payment or prepayment according to the settings of the processing center on the Processing Centers (CA205000) form. If on the Processing Centers tab of the Payment Methods (CA204000) form, 0 is specified in the Reauthorization Delay (Hours) column for the processing center, the selected transaction will be reauthorized automatically after it has been voided.

    You can apply the Void Expired Card Payment action to a particular credit card payment or prepayment if the payment or prepayment meets the following criteria:

    • The card number is specified.
    • The payment or prepayment has Pending Processing in the Status column, and its transaction has the Pre-Authorized or Pre-authorization Expired in the Proc. Status column.
    • The funds hold for the payment or prepayment is to expire for the processing center and payment method, based on the value in the Funds Hold Expiration Date column of the current form (which is hidden by default).
    • The number of reauthorization attempts for the payment or prepayment is greater than zero.
  • Reauthorize: Creates a new authorized transaction and adds it to the processed payment or prepayment.

    During processing, the credit card payment or prepayment receives a valid pre-authorized transaction, and the system assigns the Pre-Authorized status in the Proc. Status column to the payment or prepayment. If the transaction reauthorization fails, the system tries to authorize the transaction until the allowed number of reauthorization attempts reaches zero.

    You can apply the Reauthorize action to a particular credit card payment or prepayment if the payment or prepayment meets the following criteria:
    • The payment or prepayment’s reauthorization date is earlier than the current date.
    • For the payment or prepayment, the number of reauthorization attempts is greater than zero.
    • The payment or prepayment has Pending Processing in the Status column.
    • The card number is specified.

    If the MYOB Payments feature is enabled on the Enable/Disable Features (CS100000) form and you select this option to process a payment or prepayment, the system calculates the tax amount and the subtotal amount based on the following amounts of the sales order:

    • Tax Total in the Summary area of the Sales Orders (SO301000) form
    • Applied to Order on the Payments tab of the Sales Orders (SO301000) form
    • Order Total in the Summary area of the Sales Orders (SO301000) form

    This data is sent to the payment gateway, and then further to the card network. For details, see Level 2 Data Transmission During Card Payments.
Customer The customer for which payments and prepayment applied to sales orders and SO invoices will be listed and can be selected for processing. Leave the box blank to view payments and prepayments from various customers.
Start Date The start date of the date range when the payments and prepayments to be listed were created. (The Payment Date column of the table shows the date of creation for each payment and prepayment.) You can leave the box blank to view all payments and prepayments with dates before the End Date.
End Date The end date of the date range when the payments and prepayments to be listed were created. (The Payment Date column of the table shows the date of creation for each payment and prepayment.) You can leave the box blank to view all payments and prepayments that meet the criteria for a selected action.

Table

This table displays the credit card payments and prepayments that match the criteria you have specified in the Selection area. You can process all of the listed payments and prepayments by clicking Process All on the form toolbar, or you can process only those you include for processing by selecting the check boxes in the Included column and then clicking Process All on the form toolbar.

Table 1. Table Columns
Column Description
Included A check box that you select to include the payment or prepayment specified in the row in processing if you click Process.
Type The type of a payment document. The available types are Payment and Prepayment.
Reference Nbr. The reference number of the payment document. If you click this number, the system opens the Payments and Applications (AR302000) form in a pop-up window so you can view the details of the payment or prepayment.
Payment Date The date when the payment document was created.
Payment Period The financial period associated with the payment date.
Customer The identifier of the customer for which the payment document was created.
Customer Name The name of the customer defined in the system, which may be a trade name or a doing-business-as (DBA) name.
Status The status of the payment document.
Proc. Status

The processing status of the credit card transaction associated with the payment or prepayment.
Currency The currency of the payment or prepayment.
Payment Amount The total of the payment or prepayment.
Proc. Center ID The identifier of the plug-in used for integration with the processing center.
Payment Method The payment method that was used to create the payment or prepayment.
Document Type The type of document to which the payment or prepayment has been applied.
Document Number The reference number of the document to which the payment or prepayment has been applied. If you click this number, the system opens the Sales Orders (SO301000) or Invoices (SO303000) form in a pop-up window so you can view the sales order or SO invoice.
Document Status The current status of the document to which the payment or prepayment has been applied.
Applied Amount The amount of the payment or prepayment that has been applied to the document.
Credit Terms The identifier of the credit terms that have been selected for the document to which the payment or prepayment has been applied.
Error Description The error that the processing center has returned if the processing of the transaction has failed.
Funds Hold Expiration Date The expiration date of the funds hold. This date is determined based on the value of the Funds Hold Period (Days) column on the Processing Centers tab of the Payment Methods (CA204000) form.
Note: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.