Payment Details

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This form is enabled when:

• Sales Order Advance Receipts are in use and the sales order has a positive value, or
• The option to Add credit card payment details on SO Entry is selected on the SO Module Control form, and the option to Use credit card is selected for the customer on the Customer Credit Card Maintenance form.

  If you select a Receipt type of Banked credit card or Non banked credit card, you can enter the customer's credit card details on this form to indicate the card used for payment of the invoice.

Receipt type

This is taken from the receipt type assigned to the customer on the AR Customer Maintenance form.

Card code

Select the card code of the receipt type. If the customer already has credit card details set up on the Customer Credit Card Maintenance form, you can select a Card number. All other credit card details default to the form.

Ad hoc card

Select this option to enter credit card details (number, security code, name, and expiry date) for a customer using a card that is not set up for them.

If the Ad hoc card encryption option is selected on the Credit Card Control form, details displays encrypted. If you don't select this option, the details displayed on the form are not encrypted.

New card

This button does not display if the Ad hoc card option has been selected.

Click this button to open the Customer Credit Card Maintenance form to enter new credit card details for the customer. Do this if the customer has changed their card from the current one, or has a new card that they will use again in the future.

Note: If the user does not have access to the Customer Credit Card Maintenance form, this button doesn't display on the form.

Card number

If the customer has credit cards set up on the Customer Credit Card Maintenance form, you can select a card and the remaining details default. You can also enter the details if the Ad hoc card option is selected.

Greentree validates the card number with the length of card number specified on the Credit Card Maintenance form. The details display as asterisks to last four digits if the Ad hoc card encryption option is selected on the Credit Card Control form.

Security code

The security code uses the selected card. If the card number was entered on this form, you must also enter the security code.

Greentree Desktop validates the code with the security code specified on the Credit Card Maintenance form. The code displays encrypted if the Ad hoc card encryption option is selected on the Module Control form.

Name on card

The name uses the selected card, but you can enter the name if you also entered the card. The name displays encrypted if the Ad hoc card encryption option is selected on the Credit Card Control form.

Expiry date

The date uses the selected card, but can be entered if the card was also entered. Enter the date in the format MMYY — for example, 1223 indicates the card expires in December, 2023. The date displays encrypted if the Ad hoc card encryption option is selected on the Module Control form. You can't enter a date that is before the current date.

If the option to Use credit card authorisations is selected on the SO Module Control form, the receipt type is a Non-banked credit card, and a credit card payment gateway is in use, an Authorise card details section displays beneath the card details section on this form. The values in this section are visible (and the Authorise option selected) if the sales order is successfully submitted to the credit card payment gateway.

If the option is authorised is selected on the Credit Card Control form, you can also make authorisations — for example, if the site uses a verbal authorisation process. However, you can't do this if the sales order has a status of: On Backorder, Finalised, Invoiced, Cancelled, or Completed.

Card details and authorisations are sent through Greentree Desktop to the AR Invoice & Receipting processes, so that the payment capture is referenced to the authorisation ID.

Authorise

The default value is deselected, but is selected if a payment is successful submitted to the credit card payment gateway.

Request ID

This updates with the request ID returned from the payment gateway following a successful submission, up to 50 characters.

This field is read only.

Authority ID

This updates with the authority ID returned from the payment gateway following a successful submission, up to 50 characters.

This field is read only.

Authorised date

This is the date the payment gateway authorises the payment associated with the authority ID.

This field is read only.

SO Value

This reflects the value of the sales order when it was submitted for authorisation.

This field is read only.

Note: If the sales order value is adjusted beyond the submission (for example, details of the order are changed), the value displayed still displays the value when the sales order is submitted. You cannot resubmit the order for further authorisation.

Submit

Click this button to submit detail to the credit card payment gateway for authorisation. If the Authorise option is selected (indicating that the request has already been successfully submitted), this button is not available. The button is not available if the sales order has a status of: On Backorder, Finalised, Invoiced, Cancelled, or Completed.

• Credit Card Maintenance
• Sales Order Module Control
• AR Customer Maintenance
• Credit Card Control

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