Payment Processing
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Credit Card Prepayment Setup
- Entering Sales Orders
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Updating Credit Card Prepayment Information - PQ670041
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Clearing Multiple Accounts Receivable Invoices with Credit Card Payment - PQ670042
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Uploading Customer Credit Cards on File - PQ670043
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Work with Future Dated Receipts - PQ670313
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Auto Invoice Payment Rules - PQ670315
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Pay Invoice by Message Status - PQ674237
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Credit Cards on File - PQ67CCIF
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Apply AutoPay Rules - RQ670315
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Batch Authorization of Credit Card Transactions - RQ6704201
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Settling Credit Card Transactions - RQ6704202
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Recording Settled Credit Card Transactions into Financial System - RQ6704203
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Credit Card Prepayment Analysis Report - RQ6704204
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Authorized Credit Card Expiring Report - RQ6704205
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Clearing Sensitive Card Holder Information - RQ6704208
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Credit Card AR Settlement Report - RQ6704209
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Deposit Settlement Report - RQ6704210
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Renew Credit Card on File - RQ6704212
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Credit Card Reconciliation - RQ6704213 & RQ6704214
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Credit Card Surcharge Fee Batch Report - RQ6704215
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Authorize by Email Automated Process - RQ6704216
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Create Invoice Payment by Email Process - RQ6704217
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Pay Invoice by Email Process - RQ6704218
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Change Invoice Email Status to Expired - RQ6704220
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Credit Card Future Payments Process - RQ670429F
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Import Credit Card on File Information from Cloud - RQ67CCIF
Add Do-Authorization
A do-authorization transaction represents an agreement to pay. Do-authorizations use the PNReference from the PayPal® order transaction to place the buyer’s funds on hold for a three-day honor (guarantee) period. Please note that authorizations are valid for 29 days, but do-authorizations are only valid for 3. A do-authorization does not transfer funds. Follow the steps below to add a do-authorization:
Step 1
Locate the existing Order (status 01) prepayment record you would like to add a do-authorization to.
Step 2
Select the row and then go to the row exit Add Authorization.
Step 3
Enter the information as needed for the new do-authorization including the amount and press the OK button.
Step 4
You will be returned to the inquiry screen. You will be able to see the new authorization record in status ' '
As previously mentioned all do-authorizations place the buyer’s funds on hold for a three-day honor (guarantee) period. That means that for the first 3 days the funds you authorize are guaranteed to settle. However, after the three days the do-authorization is automatically voided by PayPal®.
Therefore, if you are not able to complete your settlement within the 3 day guarantee period you must obtain a new do-authorization with a new three day honor period. To obtain a new do-authorization simply follow the steps outlined in the add do-authorization section of this manual.