Credit Card Processing for Sales

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

• 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 on the Sales Orders (SO301000) form:

  • Tax Total in the Summary area
  • Applied to Order on the Payments tab
  • Order Total in the Summary area

  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 0.
  • 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 on the Sales Orders (SO301000) form:

  • Tax Total in the Summary area
  • Applied to Order on the Payments tab
  • Order Total in the Summary area

  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.

• Increase Authorized Amount: Increases the authorized amounts in the selected payment or payments.

  When you select any number of payments in the table and click Process (or when you click Process All) on the form toolbar, the system performs the following actions for each row included in the processing:

  1. Checks if the payment in the row has an available balance. If a payment's balance is greater than 0, the system displays an error message.
  2. Sends an API request for the rest of the selected payments and updates the payments and their application details upon successful authorization. If the API request has returned an error, the authorized amounts remain the same and the payment amount and applied amount are not updated.

A check box that indicates (if selected) that the authorized payment amount can be increased for each document selected in the table.

With this check box selected, the Increased Authorized Amount and Increased Applied Amount columns appear in the table. If these columns contain values, the authorized payment amount can be increased for the row. If these columns are empty, the capture process will be applied to the payment amount in the row when you click Process.

With this check box selected, when you select one or more payments and click Process (or when you click Process All) on the form toolbar, the system performs the following actions for each processed payment:

1. Checks whether the authorized amount can be increased for the payment. If the amount cannot be increased, the system captures the existing amount.
2. If the authorized amount can be increased, does the following:
   1. Checks whether the payment has an available balance and displays an error message if the balance is greater than 0.
   2. Checks whether the payment applied to the sales invoice still has an amount applied to the related sales order, which can be transferred to the current sales invoice. If it does, the system displays an error message.
   3. Sends an API request increasing the authorized amount for the payment, and updates the payments and their application details upon successful authorization.
   4. Sends an API request for capturing the payment.

      If the API request for increasing the amount returns an error, the system does not capture the amount. It creates a record for each problem payment and displays the error message received from the processing center. You can then try to capture the payment with this check box selected again or clear this check box to capture the current amount.

The unpaid balance of the sales order or sales invoice plus the current amount authorized for the payment.

This column appears in the table if either of the following conditions is met:

• Increase Authorized Amount is selected in the Action box of the Selection area.
• Capture is selected in the Action box, and the Increase Authorized Amount Before Capture check box is selected. If this column contains a value, the authorized payment amount can be increased for the row. If this column is empty, the capture process will be applied to the payment amount in the row when you click Process.

The amount that will be applied to the sales order or sales invoice after the authorized payment amount is increased.

This column appears in the table if either of the following conditions is met:

• Increase Authorized Amount is selected in the Action box of the Selection area.
• Capture is selected in the Action box, and the Increase Authorized Amount Before Capture check box is selected. This column is filled in if the Increased Authorized Amount column has a value.

The processing status of the credit card transaction associated with the payment or prepayment.