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Hello! A client just upgraded to 21 R1 from 20 R1, and it seems there is a slight process change that I’m looking for insight on how best to handle in the new version.

Previously the client would Prepare Invoice and then on the Process Invoices and Memos screen, they would click Create and Capture, then Email Invoice, then Release. In this new version,  the invoice does not show on the create and capture process list because it’s pending email first and not in balanced status. They like to create and capture prior to emailing because their form marks the invoice as paid. Also, they do not want to release prior to emailing the invoice and have the setting specified to not allow release until email.

So, they are now stuck with how best to work through the steps in this new version. Anyone have any thoughts on how to handle?

Hi @hayleehicks18 

We have the same issues reported by some of our customers. I have provided the workaround to the customer to release the invoice before payment capture like in the old version, but this workaround will help when the customer needed an invoice on an urgent basis.

Please review the below-attached link for the workaround.

https://screenrec.com/share/H3BzZfYshu

I hope this helps you. 

Thank you


Hi @hayleehicks18  I opened a case with Acumatica on the business process requirement for customers but Acumatica suggested using the workaround I proposed here.

Please review the below-attached link for the workaround.

https://screenrec.com/share/H3BzZfYshu and let me know if it works for you or not

Thanks


@hayleehicks18 did you find a solution for this issue? 

@manikantad18 your link no longer works


@hayleehicks18 @manikantad18 

We are using Ebiz integration for processing CC payments.

You can capturing CC on the SO Invoice prior to releasing or emailing. See applications tabs - Capture - this brings up the Capture screen. Not sure how it works with other CC ISVs.


I have used APS, EBIZ and now we are on Acumatica Payments (Fortis).

Capturing a credit card on the invoice has changed through APS and EBIZ through each Acumatica version.  With AcuPay, we can’t do that at all.  Invoice has to be released and then capturing must take place INSIDE payments and applications.

I HATE this for multiple reasons. I can’t stress that enough.  The biggest issues is having to give security access to a new group of users that don’t need to be in P&A.  This is especially irritating when using the CC Terminals.   

I may need to start another topic/thread, but I thought I’d start here first.  Anyone else have any thoughts on this?


@Russ We are using Acumatica Payments as well. I’m not sure I understand your issue fully because we can capture a card through a terminal or saved card at the sales order or sales order invoice before releasing the invoice. We do not allow releasing an SO invoice until the card has been captured successfully for prepay customers.


@Russ We are using Acumatica Payments as well. I’m not sure I understand your issue fully because we can capture a card through a terminal or saved card at the sales order or sales order invoice before releasing the invoice. We do not allow releasing an SO invoice until the card has been captured successfully for prepay customers.

So this is interesting.  I signed up for another Fortis one on one training, specifically for this issue.  I explained that I thought I saw the ability to capture on the invoice during a demo.  I was told by Fortis that I was incorrect -- we can not capture at SO Invoice. 

What version/build are you on?  We are on 2024 R1.  Build 24.108.0034

 


Interesting, we are on 2023 R1 Build 23.212.0024

Maybe this changed with 2024 R1? If that’s the case we definitely cannot upgrade until it’s corrected. That would effect our entire fulfillment process for prepay customers in a negative way.

 

Have you attempted to capture on a sales order or SO Invoice?


We only want to capture on the SO Invoice.  Quantities always change from order to invoice. Nature of the products we sell.  

Yea, I’m so close to going back to EBIZ -- haven’t cut them off yet.  


Interesting, we are on 2023 R1 Build 23.212.0024

Maybe this changed with 2024 R1? If that’s the case we definitely cannot upgrade until it’s corrected. That would effect our entire fulfillment process for prepay customers in a negative way.

 

Have you attempted to capture on a sales order or SO Invoice?

So good news.  It can be authorized/captured from SO Invoice while in the “balanced” status.  Go to “applications” while still in the invoice and click Create Payment.  Can use a card on file, add a new one or use a CC terminal. 

Thank you for responding today.


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