Staged Processing Orders Authorise Payment

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For the Other Action Menu options (press F9 or the Other Actions Menu on the Button Bar) see Sales Invoice Other Actions Menu.

The Authorise Payment stage is used for credit card and cheque payments that have not been authorised or have been pre-authorised for payment. Any orders that are for account customers or are pre-paid, including card payments that were authorised when the order was placed, will pass by this stage and move to the next enabled stage. Once payments have been authorised in this stage they will be moved onto the next enabled stage.

Notes:

Authorise Payment Bottom Action Buttons

  • The 'Move Next' button moves all (or only green-selected orders) to the next active Sales Invoice manager stage.
    The 'Move Next' button moves all (or only green-selected) orders that have had their Credit Cards authorised in the Authorise Payment Stage into the next active stage. If the grid has been filtered (note red square next to Filter F4 button) then the above mentioned rules apply only to the filtered (visible) orders.
  • The 'Authorise Credit Card Payment' button attempts to authorise all (or only green-selected orders) orders, whose payment cards have not yet been authorised.
    The 'Authorise Credit Card Payment' button attempts to authorise all (or only green-selected orders) orders, whose payment cards have not yet been authorised. This functionality must be setup in the [ System Operations | Edit Credit Card Integration Settings ] dialog prior to use - details to populate this screen should be provided by your Payment Services Provider (PSP).
    Note: the required details for each PSP can vary, please email us for further information.
  • The 'Manual Card Auth (Batch)' button opens the manual card authorisation dialog, populating it with details of those orders in this stage whose card payments have not yet been authorised.
    The 'Manual Card Auth (Batch)' button opens the manual card authorisation dialog, populating it with details of those orders in this stage whose card payments have not yet been authorised. This function may be used where the user authorises card payments via a PDQ machine, enabling entry of the PDQ generated authorisation code in the 'Auth' field, so Khaos Control knows that the payment has been taken. This function may also be required if cheque authorisation is required; this is controlled by the System Values option Cheque Authorisation Required.

Neither the 'Credit Card Auth Report' or 'Manual Card Auth (Batch)' buttons may be visible on your system due to PCI DSS compliance issues, should you have direct payment processing integrated with KhaosControl. If required please email us.

Links to Stages in the Sales Invoice Manager

See Also

Visit KhaosWikiX at https://support.khaoscontrol.com/wiki_kcx/ to see the following:

Contact the Khaos Team