Process Orders: Payment

Contents of this Topic: ShowHide

Overview

• The Process Orders: Payment Tab is one of the places where SEOM initiates and records payment processing.

• Credit card transactions, such as authorizing, capturing payment or issuing credits are performed here.

• Until a credit card gateway is configuredsystem parameter CreditCardProcessor is not set to NONE, the Payment tab only displays the Log Credit, Log Payment, Set Transaction Date, View Payment Info and View Previous Transactions links in the Accordion. The data displayed in the right-hand pane does not change to show the Payment terminal.

Description of the Process Orders: Payment Screen

Existing Transactions Section

Edit Button

• this button is not visible unless the system parameter, AllowEditTransactions is set to TRUE
• the Enter Amount of Payment Received screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) is opened and the current transaction details can be edited

Date Field

• this field contains the date that the transaction occurred

State Field

• this field contains the type of the transaction or how it was entered; some examples are:

• • Authorize - indicates that an authorization for payment was obtained from the payment gateway

  • Capture - indicates that the funds shown in the Amount field were captured at the payment gateway

  • Logged - indicates that the user manually recorded the payment information for this order or it was a PayPal payment

  • Credit - indicates that the user issued a credit against the customer's card at the payment gateway

Description Field

• displays a brief description of the type of transaction itself, such as:

• • Initial credit card charges

  • Change Returned - only applies to Point-of-Sale orders;will have "Logged" as the State of the payment

  • Credit Card Charged

  • Credit Issued

  • Payment Received

  • Payment Applied at View Customers - will have "Logged" as the State of the payment

  • Payment Received at Manual Orders -will have "Logged" as the State of the payment

  • Store Credit Issued - will have "Logged" as the State of the payment

  • QBMerchant Sale - the payment was processed via QuickBooks Merchant Services payment gateway

  • PayPal Payment - indicates that this order was paid for with funds from a PayPal account, where funds are not obtained immediately; the user should confirm the receipt of these funds

Amount  Field

• indicates the dollar amount processed for the transaction

Account Number Field

• displays the credit card account that was used by the transaction

• this example in the image above shows only the last four digits of the account number because system parameter HideAccountNumbers is set to TRUE  

Exp Field

• displays the expiration date of the credit card account that was used for the selected transaction

Approval Field

• displays the code that was provided by the payment gateway when the authorization occurred

Amt Apprvd Field

• displays the amount that was approved for this transaction

Date Aprvd Field

• displays the date that the transaction was approved by the payment gateway

AVS Field

• displays the Address Verification System response for the transaction

CVV Field

• displays the gateway response from the Card Verification Value code used to perform the transaction; applies to manual or POS abbreviation for Point-of-Sale. The cash register interface for use with walk-in business at "brick and mortar" stores. Used with barcode scanners and cash drawers. Sales made on the POS screen draw from the same inventory as orders imported from online stores. orders only, the program does not store CVV Card Verification Value is a security feature for credit card or debit card transactions to provide increased protection against credit card fraud. information associated with credit card payments; it will use the original transaction ID when capturing funds

Credit Remaining Field

• displays the amount that can be credited against a given transaction

CAVV Field

• the Cardholder Authentication Verification Value result code from the credit card issuer; applies only to Verified by Visa transactions

Paid in Full or Balance Due Field

• this field is located in the upper right-hand corner and reflects whether the order has been completely paid or if there is an outstanding balance due; if a balance is due the text color is red

Mode Section

• select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation the payment type as well as the type of transaction to perform

  Sale

  Authorization

  Delayed Capture/Post

  Credit

  Void

   

  ECheck

  Credit Card

• not all payment gateways support all of the types of transactions listed here

Credit Card Transaction Fields

Card # Field

• the credit card account number used to pay for the order

Card Type Field

• shows the type of credit card – MasterCard, VISA, American Express, etc.

Expires Field

• the expiration date of the credit card

CVV2 Field

• the Cardholder Authentication Verification Value result code from the credit card issuer

Address 1 Field

• the billing address of the credit card account

Zipcode Field

• the billing address ZIP Code

Auth. Code Field

• the authorization code provided by the payment gateway when an Authorization transaction is performed

Auth. Amt. Field

• indicates the dollar amount of the authorization

Start Field

• the date the card became valid, usually in the format MMYY
• applies to UK credit cards

Issue# Field

• indicates the count of physical cards issued under this credit card account
• applies to UK Credit Cards

Currency Drop-down List

• indicates the unit of currency used for the transaction

eCheck Transaction Fields

ACT# Field

• Checking Account Number

• required by all gateways

ABA# Field

• a nine-digit identification number assigned to a financial institution or bank by the American Bankers Association (ABA)

• required by all gateways

CHK# Field

• the document number of the check

• required by some gateways

Bank Field

• the name of the bank on where the account resides

• optional for most gateways

Bank State Drop-down List

• the state in which the bank is located

• optional for most gateways

Type Drop-down List

• select the account type from which the funds are withdrawn: Checking, Business Checking or Savings

ID# Field

• Identification Number of the account holder (driver's license #, state ID #, Military ID #, etc.)

• optional for most gateways

ID State Drop-down List

• state that issued the identification card used in the ID# field

• optional for most gateways

Trans Drop-down List

• the type of eCheck Transaction

• required by most gateways

• most common choice is WEB, but other possible choices are:

 ARC - Accounts Receivable Conversion

                BOC - Back Office Conversion

                CCD - Cash Concentration Or Disbursement

                WEB - Internet Initiated Entry

                PPD - Prearranged Payment And Deposit Entry

                TEL - Telephone Initiated Entry

                POP - Point Of Sale

                RCK - Re-Presentation Check

                ICL - Digital Substitute Check

DOB Field

• the account holder's Date of Birth

• optional for most gateways

Currency Drop-down List

• indicates the unit of currency

Amount Field

• the payment amount of the transaction

Transmit Button

• click this button to send the transaction to the payment gateway after all appropriate fields have been completed

• all payment gateways do not support every transaction mode listed at this screen

Get Data from Order Button

• click this button to populate the form with existing payment information from the current order

Clear Data Button

• click this button to clear the payment information currently entered at this screen

Additional Information

Set Transaction Date

Created: 1/17/11

Revised: 4/24/14

Published: 04/13/16