Show/Hide All

 Overview

In some cases you may want to perform a second pre-authorization for a credit card transaction. Some reasons for reauthorizing are if the authorized amount is significantly increased, or if a significant amount of time has elapsed before the post-authorization is processed, and you want additional assurance that the funds are available.

Note You do not necessarily need to perform a second pre-authorization because the original one has expired.

In Sales Order Entry and S/O Invoice Data Entry, a message appears indicating that the credit card pre-authorization transaction has expired if 7 days have elapsed since the pre-authorization occurred. The expiration message does not necessarily mean that the post-authorization transaction will be declined.

When you process the post-authorization transaction, Sage 100 will process it as if the pre-authorization has not expired. At that point, the post-authorization may be successful.

If the post-authorization is not successful, Sage 100 automatically attempts to process a sale transaction, which combines both a pre- and post-authorization transaction. This sale transaction may be successful, even if the post-authorization attempt was not successful.  

Note Attempting a post-authorization, even if the pre-authorization has expired, may help you avoid additional transaction fees. You will be charged a second pre-authorization fee only if the post-authorization fails, at which point the sale transaction described above is processed.  

Warning There is no way to void the original pre-authorization. The time period in which the original pre-authorization amount counts against the card holder's credit limit varies by credit card issuer. If you attempt a second pre-authorization transaction, it is possible that the amount from both the original pre-authorization and the second one will count against the credit limit, which may cause the second attempt to fail.

Follow this procedure when you need to perform a second pre-authorization for a credit card transaction.

 Before You Begin

You must have the appropriate security setup for the Fix button to appear on the Payment tab.

 

To perform a second credit card pre-authorization

1. On the Sales Order Main menu, select either Sales Order Entry or Invoice Data Entry.

2. Select the applicable sales order or invoice. For more information, see Sales Order Entry - Fields or S/O Invoice Data Entry - Fields.

3. On the Payment tab, click the Fix button.

4. Delete the original authorization number that appears in the Auth No. field. The values in the sales tax and amount field will be recalculated.

5. Click Submit Card/ACH Account.

If the transaction is authorized, the new authorization code appears in the Auth No. field.