Sales Quotes, Sales Invoices, & Posted Sales Invoice - Trace AR for Business Central
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
If you have questions - please contact support@paytrace.com