Sales Quotes, Sales Invoices, & Posted Sales Invoice
- Danielle Prochaska
Sales Quotes(SQ)
Create an Authorization Using a New Card - SQ
Use the Image below and the corresponding numbers to guide you.
From the Sales Menu.
Select the Sales Quotes option within the menu.
Access the Sales Quote you’ll want to work in.
Select the Create Authorization and Payments option within the menu.
Fill in the CC Number, Expiration Month, Year, and Security Code.
If this customer does not yet have a card on file and you’d like to save this card to the customer’s profile for future use, select Save Card to Customer.
To finalize, select the Create Authorization button.
You should then see the authorization details appear in the table below the form
Create an Authorization Using Existing Card - SQ
Use the Image below and the corresponding numbers to guide you.
Access the Sales Quote you want to work in.
Select Authorization and Payments in the menu.
Select the Create Authorizations and Payments option within the menu.
To finalize, select the Create Authorization From Existing Credit Card button at the top of the page.
You should then see the authorization details appear in the table below the form.
Capture an Authorization - SQ
Access the Sales Quite you want to work in.
Select Authorization and Payments in the menu.
Select the View Payment History option within the menu.
Select the line for the authorization you’d like to capture.
Ensure the Payment Expiration Date is either the current or future date
To finalize, select the Capture Authorization button.
Void an Authorization or Payment - SQ
Use the Image above and the corresponding numbers to guide you.
Access the Sales Quote you want to work in.
Select Authorization and Payments in the menu.
Select the View Payment History option within the menu.
Select the line for the authorization or payment you’d like to void within the payment history table.
Make sure this authorization is in “Authorized” status.
To finalize, select the Void Payment button at the top of the page.
You should see the authorization’s status transition from “Authorized” to “Voided” within the table.
Sales Invoices(SI)
Create an Authorization Using a New Card - SI
Use the Image below and the corresponding numbers to guide you.
From the Sales Menu.
Select the Sales Invoices option within the menu.
Access the Sales Invoice you’ll want to work in.
Select the Authorization and Payments option within the menu.
Select Create Authorizations and Payments.
Fill in the CC Number, Expiration Month, Year, and Security Code.
If this customer does not yet have a card on file and you’d like to save this card to the customer’s profile for future use, select Save Card to Customer.
To finalize, select the Create Authorization button.
You should then see the authorization details appear in the table below the form
Create an Authorization Using Existing Card - SI
Select the Sales Invoices option within the menu.
Access the Sales Invoice you’ll want to work in.
Select the Authorization and Payments option within the menu.
To finalize, select the Create Authorization From Existing Credit Card button in the page menu.
You should then see the authorization details appear in the table below the form
Capture an Authorization - SI
Access the Sales Invoice you’ll want to work in.
Select the Authorization and Payments option within the menu.
Select the View Payment History option within the menu.
Select the line for the authorization you’d like to capture.
Ensure the Payment Expiration Date is either the current or a future date.
To finalize, select the Capture Authorization button in the page menu.
Void an Authorization or Payment - SI
Access the Sales Invoice you’ll want to work in.
Select the Authorization and Payments option within the menu.
Select the View Payment History option within the menu.
Select the line for the authorization you’d like to capture.
Select the line for the authorization or payment you’d like to void
Must be either Authorized or Captured status.
To finalize, select the Void Payment button in the page menu and confirm.
Automatic Authorization via Release - SI
Access the Sales Invoice that has a payment term with automatic authorization.
Select the Release button.
This will trigger the authorization for this Sales Invoice.
Automatic Authorization via Shipment - SI
Ensure that your settings are set to capture on shipment. (more info)
Access the Sales Invoice that has a payment term with automatic authorization.
Select the Post button.
To finalize, select Ship and then OK.
This will trigger the authorization for this Sales Invoice.
Automatic Authorization and Capture via Posting - SI
Ensure that your settings are set to capture on invoice. (more info)
Access the Sales Invoice that has a payment term with automatic authorization.
Select the Post button.
Select Ship and Invoice if the order has not been marked as shipped yet or just Invoice if it has been marked as shipped.
The invoice will be converted into a Posted Sales Invoice, and payment will be authorized and captured.
Posted Sales Invoice(PSI)
Create an Authorization Using a New Card - PSI
Use the Image below and the corresponding numbers to guide you.
From the Sales Menu.
Select the Posted Sales Invoices option within the menu.
Access the Post Sales Invoice you’ll want to work in.
Select the Authorization and Payments option within the menu.
Select the Create Authorization and Payments option within the menu.
Fill in the CC Number, Expiration Month, Year, and Security Code.
If this customer does not yet have a card on file and you’d like to save this card to the customer’s profile for future use, select Save Card to Customer.
To finalize, select the Create Authorization button.
You should then see the authorization details appear in the table below the form
Create an Authorization Using Existing Card - PSI
Access the Post Sales Invoice you’ll want to work in.
Select the Authorization and Payments option within the menu.
Select the Create Authorization and Payments option within the menu.
To finalize, select the Create Authorization From Existing Credit Card button at the top of the page.
You should then see the authorization details appear in the table below the form.
Capture an Authorization - PSI
Access the Post Sales Invoice you’ll want to work in.
Select the Authorization and Payments option within the menu.
Select the View Payment History button.
Select the line for the authorization or payment you’d like to capture
Ensure the Payment Expiration Date is either the current or future date.
To finalize, select the Capture Authorization button at the top of the page.
Void an Authorization or Payment - PSI
Access the Post Sales Invoice you’ll want to work in.
Select the Authorization and Payments option within the menu.
Select the View Payment History button.
Select the line for the authorization or payment you’d like to void within the payment history table.
Ensure this authorization is in “Authorized” or “Captured” status.
To finalize, select the Void Payment button at the top of the page.
Automatic Authorization via Release - PSI
Access the Sales Order that has a payment term with automatic authorization.
Select the Release button.
This will trigger the authorization for this Sales Order.
Refund a Payment - PSI
Access the Post Sales Invoice you’ll want to work in.
Select the Authorization and Payments option within the menu.
Select the View Payment History button.
Select the Actions button at the top of the page.
Select the refund option you want to use.
To finalize, Confirm the refund.
Need more help?
Our support team will be happy to assist you.
If you are unsure where to go, try the search bar on the top right of any page.
If you cannot find the documentation you are looking for, please let our support team know so we can continue to improve this documentation.
Related content
If you have questions - please contact support@paytrace.com