Process New Credit Card Payment

The Process New Credit Card Payment on the Record menu is only enabled when the sales order is saved, and not processed. This will invoke the Process Credit Card Transaction form, where you enter in the card details.
Pressing the Process button from the Process Credit Card Transaction form will cause the payment to be sent to the gateway, and upon success a payment is added to the payment tab of the sales order, and is saved.

By default the CC number written to the payment tab is the first four digits of the card, and the rest of the digits replaced with 'X'.

There are some breakouts that can be used to modify and extend the behaviour of this functionality.

"Form Process Credit Card Payment Before" breakout is fired before the payment form is loaded.
"Sales Order Credit Card Payment Authorised" breakout is fired after the payment has been authorised, but before the sales order has been committed. You cannot cancel the save of the sales order, or modify properties of the sales order, but can write piggy back queries on the same transaction.
"Sales Order Credit Card Payment Update CardNumber" allows you to override the card number to be stored against the payment.

Steps

1.	Sales Order Entry and save.
2.	Record Process New Credit Card Payment
	This menu option is only enabled on unprocessed sales orders not in an edit state (i.e. saved)
3.	Process Credit Card Transaction form is displayed. Enter in details as required

	The Card Type, Card Number, Expiry, Cardholder Name and Amount can all be set via breakout if desired. By default the Card Number, expiry and Cardholder Name is blank, and the amount is the amount owing on the invoice
4.	Click Process to send the payment through to the Verisign payment service.
	If successful, the payment is recorded against the sales order and appears on the Payment tab. By default the card number is has the last 10 digits masked with ‘X’, but this behaviour can be overridden by breakout. Once a payment is accepted, the sales order is automatically saved and the payment details cannot be altered or removed.

	If unsuccessful, the reason is displayed (e.g. declined). The Process Credit Card Transaction form will appear again, with the same details entered previously. The user can correct any information and try again, or simply cancel.
5.	Process the sales order and a Cash Book Receipt form is created or the payment is appended to an open form for that day for the relevant bank account. Activate to update the debtor record.

Open topic with navigation