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  2. Payment Method Details

51 Payment Method Details

Overview: Use the Payment Method Details panel to review information about a payment method on an order. In addition:

  • Order Payment Method: When you advance to this panel from the Order Summary page, the system displays the Transactions Table, allowing you to review the transactions performed against the payment method.
  • Invoice Payment Method: When you advance to this panel from the Invoice page, the system displays the Payment Method Totals Table, allowing you to review the total charges for the invoice payment method.

How to display:

For more information:

  • Payment Method Details Options for step-by-step instructions on the actions you can perform on the Payment Method Details panels. Note that you cannot perform any updates at these panels; you can only review data.
  • Fields on Payment Method Details for a description of the fields on the Payment Method Details panels.

Payment Method Details Options

Purpose: Use the Payment Method Details panel to review information about a payment method on an order.

A payment method on an order. See the Order Payment Method Fields.

A payment method on an invoice. See the Invoice Payment Method Fields.

You cannot perform any other actions on this panel.

For more information:

Fields on Payment Method Details

Purpose: The following information displays on the Payment Method Details panel.

Invoice Payment Method Fields

The following information is displayed in the Payment Method Details panel when you open the panel by clicking the payment method on the Invoice page.

Summary Fields

  •  Merchant (authorization service) description: Merchants are defined through the Work with Authorization Services (WASV) menu option in Classic View. The description of the authorization is displayed, followed by the authorization service code in parentheses.

  • Expiration Date

  • Deposit Created Date: The date when the deposit was created. Set to 999999 when a deposit is rejected. Set to 888888 when a rejected deposit is written off. See Manage Rejected Deposits.

  • Deposit to Date: The total amount deposited for the pay method, including merchandise, freight, additional freight, additional charges, handling and tax.

Payment Method Totals

Displays the Charges on the invoice, and the Invoice Total and Remaining Balance (unpaid total) for each charge, as described below. If there is no remaining balance for one of these totals, an amount of 0.00 is displayed. These charges include:

  • Merchandise:  Indicates the merchandise total for the invoice payment method and the remaining balance, if any.

  •  Prepaid Amount: The prepaid amount on the invoice payment method, if any.

  • Shipping: Indicates the shipping total for the invoice and the remaining balance, if any.

  • Additional Shipping:  Indicates the additional shipping total and the remaining balance, if any.

  • Additional Charges: Indicates the additional charges total and the remaining balance, if any.

  • Personalization: Indicates the Personalization (Special Handling) Charge total and the remaining balance, if any.

  • Tax: Indicates the total tax for the invoice payment method, including GST and PST, if any, but not including hidden tax, and the remaining balance, if any.

  • GST: Indicates the total GST for the invoice payment and the remaining balance, if any.

  • PST: Indicates the total PST for the invoice payment method and the remaining balance, if any.

  • Order Level Shipping: Indicates the total freight charges, including shipping and additional shipping, and the remaining balance, if any.

  • Order Level Shipping Tax: Indicates the total tax on shipping charges, and the remaining balance, if any.

  • Adjusted Deposit Amount (the Adjusted Amount). Reduced by any prepayment amount applied to the deposit.

Items: Below this table, the items charged to the payment method are displayed, including the amount charged for each.

Order Payment Method Fields

The following fields are displayed in the Payment Method Details panel when you open the panel by selecting View Details from the actions panel for a payment method at the Order Summary page.

  • Payment Method (unlabeled field below the Payment Method Details title)

    • The last four digits of the credit card number displays after the payment method description in parenthesis. For example: VISA (1234).

    • The payment providers card scheme value such as VISA may be shown.

    • The expiration date.

    • The check number displays after the payment method description in parenthesis. For example: Check (12345).

  • Issue Number: This field displays only if an issue number is defined for a credit card payment method.
  • Start Date: This field displays only if a start date is defined for the payment method.
  • Expiration: The word Expired indicates that the authorization for the payment method has expired.
  • Account Number: This field displays only for a check payment method.
  • Routing Number: This field displays only for a check payment method.
  • Check Number: This field display only for a check payment method.
  • Hold Reason: If the order payment method status is Held, an attention icon displays to the left of the payment hold reason code and description. This field displays only when you advance to this panel from the Order Summary page.
  • Hold Until: This field displays only when you advance to this panel from the Order Summary page.
  • Deposit Created (Deposit Created Date)
  • Deposit Amount to Date (Deposit to Date)
  • Suppress Deposit

Transactions Table

The transactions performed against the payment method.

These transactions include:

  • Authorization: The system displays any records in the Authorization History table associated with the order number and payment. The system processes an authorization against a card payment during online authorization or batch authorization processing.

  • Authorization Reversal: The system displays any records in the Auth History SVC Reversal table associated with the order number and payment. The system processes an authorization reversal against a card payment when a cancellation amount is applied against the card or the card is deactivated and an open, unused authorization amount exists. Authorization reversals allow you to reimburse the card the amount that was initially charged against the card so the customer can use the amount to pay for future purchases.

    • Approved authorization reversals have a Response and Approval Date.

    • Declined authorization reversals have a Response, but a blank Approval Date.

  • Deposit - Purchase: The system displays any records in the CC Deposit History table associated with the order number and payment whose Transaction Type is PURCH. The system processes a deposit against a card payment when you process deposits using the Submit Deposits (SDEP) menu option.
  • Deposit - Return: The system displays any records in the CC Deposit History table associated with the order number and payment whose Transaction Type is RETURN.

Note:

Refunds may be split across multiple deposits when the payment method is PayPal; however, details about the split are not displayed at this window. See Applying Refunds Against Multiple Capture Transaction IDs in the Classic View online help for a discussion.

Transactions display in descending Send Date order.

  • Type (Payment Transaction Type)

  • Status (Payment Transaction Status)

    Note:

    An authorization transaction record with a Status of Declined might be displayed if the CWOrderIn message that created the order included a transaction_id but no other authorization record. This authorization transaction record is displayed even if there is an authorized record immediately below it.
  • Amount (Payment Transaction Amount)

  • Expiration: The date when the authorization expires. Included only when the Status is Authorization.

  • Payment Processor Response: The Vendor Response 1.

  • Address Verification Response: The address verification response is blank for an authorization reversal transaction and deposit transaction.

  • Card Verification Response: The Vendor Response 2

  • Sent Date (Payment Transaction Send Date): The send date is blank for authorization reversal transactions.  A sent time is also included for an authorization. In the case of a writeoff or a resubmission the original Sent Date from the authorization is displayed.

  • Authorization Request Identification: The Authorization Request ID, if any, received from the payment service, such as CyberSource.

  • Authorization Number In the case of a writeoff, or a resubmission the original authorization number from the authorization is displayed.

Activity Table

The transactions performed against the payment method. This table displays only if you advanced to the Payment Method Details panel from the Order Summary page.

  • Activity: Possible activity types include:

    • Credit Card Number Changed (A)

    • Billing (B)

    • Credit check (C)

    • Deposit (D)

    • Maintenance (M)

    • Net (N)

    • Reauthorization (R)

  • User: The User ID of the user who performed the activity.

  • Invoice: The invoice number is a link to the Invoice page.

  • Date: The date and time when the activity took place.

  • Note: A descriptive note about the activity. Depending on the type of activity, indicates:

    • The amount of the deposit that was confirmed or unconfirmed; the total amount is reduced by a writeoff or prepayment

    • The amount of a cash/check prepayment

    • The pay type code for a payment method that was added

    • A change to the credit card number

    • A change to the credit card expiration date, indicating the original expiration date and the new expiration date

    • The invoice number that was created

    • The date selected as the deposit release date

    • If the deposit was resubmitted

    • The change made for a maintenance activity, such as changing the expiration date

    • The writeoff amount, if the there was a full or partial writeoff

For more information: