We are on Acumatica 2022 R2 and use EBizCharge for credit card processing. We have multiple warehouses that may be shipping from the same sales order.
When a shipment is completed, we have an end-of-day process that will prepare the invoice for each shipment that was completed and capture the credit card transaction for the amount that was completed (possibly multiple invoices applied to this payment). Our warehouses are 98% able to fulfil shipments same-day unless something is backordered so this works for most orders. Shipments that span over several days, such as backorders, will NOT be able to authorize charges to that same card transaction - the process that runs on that first day will consume that transaction. This will result in the backorder getting stuck in “Awaiting Payment” until the card is reauthorized. During this time, the order is also not considered for fulfillment because it’s Awaiting Payment.
If a card is reauthorized too quickly, the bank may not release funds for the original preauthorization for a few days and can feel like being “double charged” to customers or will be declined if they don’t have a high enough credit limit for the additional amount.
We cannot complete the payment fully for the order if there are still outstanding items on backorder - basically an all-or-nothing on when the payment actually processes. If a backorder takes more than 30 days to complete, the preauthorization transaction expires. If we fulfil most of the order, but there are still some items on back order, we cannot collect any payment for that order before it’s 100% complete.
How can we be more efficient at capturing and applying payments as we fulfil them at the invoice level with minimal disruption to customers?