Fields on Add Payment

Purpose: The following information displays on the Add Payment page.

•         Payment Method: When you select a payment method, the system displays additional fields related to the payment method. See:

•         Cash/Check Payment

•         Credit Card Payment

•         Debit Card Payment

•         Gift Card Payment

Cash/Check Payment

The following fields display when you select a cash/check payment from the Payment Method drop down box.

•         Amount to Charge

•         Routing Number

•         Account Number

•         Check Number

Credit Card Payment

The following fields display when you select a credit card payment from the Payment Method drop down box.

•         Card Number

•         Start Date: The Start Date field displays only if the Require Start Date field is selected for the pay type in the Work with Pay Types (WPAY) menu option.

•         Expiration Date: The Expiration Date field is required only if the Require Expiration Date field is selected for the payment method in the Work with Pay Types (WPAY) menu option; otherwise, optional.

•         Issue Number: The Issue Number field displays only if the Require Start Date field is selected for the pay type in the Work with Pay Types (WPAY) menu option.

•         CVV/CID

•         Manual Authorization: Select this option to apply a manual authorization to the credit card payment. If you select this option, you must complete the following fields:

•         Manual Authorization Amount

•         Authorization Date

•         Authorization Number

Note: The Manual Authorization field displays only if you have authority to the C/C Authorization Field Access (A25) secured feature.

•         Amount to Charge

•         Authorize Now: Select this option to send an online authorization transaction to the service bureau. Note: The Authorize Now field displays only if the Manual Authorization field is unselected, the Online Authorizations (B89) system control value is selected, and the Online Authorization field for the origin on the order is set to Window or Without Window.

Note:             If you leave the Manual Authorization and Authorize Now options unselected and the payment still requires authorization at pick slip generation time, the system will perform batch credit card authorization for the credit card payment during pick slip generation.

Debit Card Payment

The following fields display when you select a debit card payment from the Payment Method drop down box.

•         Card Number

•         Start Date: The Start Date field displays only if the Require Start Date field is selected for the pay type in the Work with Pay Types (WPAY) menu option.

•         Expiration Date: The Expiration Date field is required only if the Require Expiration Date field is selected for the payment method in the Work with Pay Types (WPAY) menu option; otherwise, optional.

•         Issue Number: The Issue Number field displays only if the Require Start Date field is selected for the pay type in the Work with Pay Types (WPAY) menu option.

•         Manual Authorization: Select this option to apply a manual authorization to the credit card payment. If you select this option, you must complete the following fields:

•         Manual Authorization Amount

•         Authorization Date

•         Authorization Number

Note: The Manual Authorization field displays only if you have authority to the C/C Authorization Field Access (A25) secured feature.

•         Amount to Charge

•         Authorize Now: Select this option to send an online authorization transaction to the service bureau. Note: The Authorize Now field displays only if the Manual Authorization field is unselected, the Online Authorizations (B89) system control value is selected, and the Online Authorization field for the origin on the order is set to Window or Without Window.

Note:             If you leave the Manual Authorization and Authorize Now options unselected and the payment still requires authorization at pick slip generation time, the system will perform batch credit card authorization for the credit card payment during pick slip generation.

Gift Card Payment

The following fields display when you select a gift card payment from the Payment Method drop down box.

•         Card Number

•         Start Date: The Start Date field displays only if the Require Start Date field is selected for the pay type in the Work with Pay Types (WPAY) menu option.

•         Expiration Date: The Expiration Date field is required only if the Require Expiration Date field is selected for the payment method in the Work with Pay Types (WPAY) menu option; otherwise, optional.

•         Issue Number: The Issue Number field displays only if the Require Start Date field is selected for the pay type in the Work with Pay Types (WPAY) menu option.

•         Card ID Number

•         Manual Authorization: Select this option to apply a manual authorization to the credit card payment. If you select this option, you must complete the following fields:

•         Manual Authorization Amount

•         Authorization Date

•         Authorization Number

Note: The Manual Authorization field displays only if you have authority to the C/C Authorization Field Access (A25) secured feature.

•         Amount to Charge

•         Authorize Now: Select this option to send an online authorization transaction to the service bureau. Note: The Authorize Now field displays only if the Manual Authorization field is unselected, the Online Authorizations (B89) system control value is selected, and the Online Authorization field for the origin on the order is set to Window or Without Window.

Note:             If you leave the Manual Authorization and Authorize Now options unselected and the payment still requires authorization at pick slip generation time, the system will perform batch credit card authorization for the credit card payment during pick slip generation.

For more information:

•         Add Payment for an overview of the Add Payment page.

•         Add Payment Options for step-by-step instructions on the actions you can perform on the Add Payment page.

 

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