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Require Prepayment to be captured to be marked as paid

  • 27 December 2022
  • 6 replies
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Jeff96
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We set up a prepayment terms ID with the settings to require %100 prepayments for an order to be processed. 

When using integrated credit card processing for payments, such as Authrize.net, we find that the system will recognize transactions that have only been autrhorized (not captured) as paid and apply it towards the order.

See the screenshot of such a payment in the sales order.  

Is there a way to overwrite it and it should recognize it only when it’s captured?

 

Below is a screenshot of the terms set up.

 

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Best answer by NuwanTharanga62 27 December 2022, 19:28

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Jeff G.

6 replies

manikantad18
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Hi @Jeff96 

Please clarify

 

While using Integrated CC processing, CC payments which are authorize are considered as Amount Paid?

system will recognize authorized transactions- Please put few more details?

Acumatica Functional Consultant
Jeff96
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Userlevel 6
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Hi @Jeff96 

Please clarify

 

While using Integrated CC processing, CC payments which are authorize are considered as Amount Paid?

system will recognize authorized transactions- Please put few more details?

Thanks, modified the original post.

Jeff G.
manikantad18
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Hi @Jeff96 

This is standard behavior, I received below response from Acumatica last time 

Total Paid was the applied payments.. I don't think it has anything to do with capture or CC status.

 

Like if you create a check or cash payment and apply to SO, the Total Paid gets updated when you insert Applied to Order..

 

It means that the order is paid using applications.

 

The Released Amount is what I've understood to associate CC captures with because you cannot release without authorized, successful capture

Whether the CC tran is captured or not, if the payment is linked and applied to the SO, the Total Paid value will be updated.

 

Acumatica Functional Consultant
NuwanTharanga62
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Userlevel 4
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Hi @Jeff96 

This is standard behavior, I received below response from Acumatica last time 

Total Paid was the applied payments.. I don't think it has anything to do with capture or CC status.

 

Like if you create a check or cash payment and apply to SO, the Total Paid gets updated when you insert Applied to Order..

 

It means that the order is paid using applications.

 

The Released Amount is what I've understood to associate CC captures with because you cannot release without authorized, successful capture

Whether the CC tran is captured or not, if the payment is linked and applied to the SO, the Total Paid value will be updated.

 

Hi @Jeff96 @manikantad18 

Please below example which elaborate the above clarification 

Here's an example from my local sales demo using CC and non-CC payment methods. 

 

Notice even though CC authorization has failed, Total paid remains 1000 while Unpaid Balance remains $0 because still applied to SO.

 

 

 

 

Removed CC Application to SO , Total Paid value becomes 0 while Unapplied balance updated as 1000

 

 

 

 

 

Notice that the Check payment applied to SO still has Balanced status, so isn't even released. Despite that, the SO Total paid amount updated to 1000 and unapplied balance is 0  because the Payment is still applied to the order. 

 

Jeff96
Rank
Userlevel 6
Badge +4

Hi @Jeff96 

This is standard behavior, I received below response from Acumatica last time 

Total Paid was the applied payments.. I don't think it has anything to do with capture or CC status.

 

Like if you create a check or cash payment and apply to SO, the Total Paid gets updated when you insert Applied to Order..

 

It means that the order is paid using applications.

 

The Released Amount is what I've understood to associate CC captures with because you cannot release without authorized, successful capture

Whether the CC tran is captured or not, if the payment is linked and applied to the SO, the Total Paid value will be updated.

 

Hi @Jeff96 @manikantad18 

Please below example which elaborate the above clarification 

Here's an example from my local sales demo using CC and non-CC payment methods. 

 

Notice even though CC authorization has failed, Total paid remains 1000 while Unpaid Balance remains $0 because still applied to SO.

 

 

 

 

Removed CC Application to SO , Total Paid value becomes 0 while Unapplied balance updated as 1000

 

 

 

 

 

Notice that the Check payment applied to SO still has Balanced status, so isn't even released. Despite that, the SO Total paid amount updated to 1000 and unapplied balance is 0  because the Payment is still applied to the order. 

 

Is there a way around that? If a CC payment fails to authorize, it shouldn’t apply the amount to the order.

Jeff G.
NuwanTharanga62
Rank
Userlevel 4
Badge +1

Hi @Jeff96 

This is standard behavior, I received below response from Acumatica last time 

Total Paid was the applied payments.. I don't think it has anything to do with capture or CC status.

 

Like if you create a check or cash payment and apply to SO, the Total Paid gets updated when you insert Applied to Order..

 

It means that the order is paid using applications.

 

The Released Amount is what I've understood to associate CC captures with because you cannot release without authorized, successful capture

Whether the CC tran is captured or not, if the payment is linked and applied to the SO, the Total Paid value will be updated.

 

Hi @Jeff96 @manikantad18 

Please below example which elaborate the above clarification 

Here's an example from my local sales demo using CC and non-CC payment methods. 

 

Notice even though CC authorization has failed, Total paid remains 1000 while Unpaid Balance remains $0 because still applied to SO.

 

 

 

 

Removed CC Application to SO , Total Paid value becomes 0 while Unapplied balance updated as 1000

 

 

 

 

 

Notice that the Check payment applied to SO still has Balanced status, so isn't even released. Despite that, the SO Total paid amount updated to 1000 and unapplied balance is 0  because the Payment is still applied to the order. 

 

Is there a way around that? If a CC payment fails to authorize, it shouldn’t apply the amount to the order.

Hi @Jeff96  
 

Depending on SO status, you might be able to remove payment from within SO.

Otherwise, navigate to the payment which has failed CC transaction and remove application to SO or Invoice from within the payment. 

If you're looking for a process to block the ability to add a CC payment that hasn't been captured yet, they will need to explore customization. 

Thanks!

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