Looking for something?

You will find your answers here!

    Sorry, we didn't find any relevant articles for you.

    Send us your queries using the form below and we will get back to you with a solution.

    Using a Credit card in Acumatica for a Cash Sale

    Product

    Acumatica ERP

    Paya Connect

    Description

    These are the instructions on how to process credit card payments against a cash sales order within Acumatica. Cash sales are situations where a customer may pay for goods/services prior to an invoice being created.

    Resolution

    Navigate to Distribution > Sales > Cash Sales 

    1. Select Cash Sales from the type dropdown. 
    2. Select the correct line item and click save. 
    3. Click the Action tab and select authorize CC payment. 
    4. Once the AUthorize CC payment is complete, the processing status, PC response, and Pre-Auth number are generated.


    Capture CC Payment

    1. Click on Capture CC payment to capture the authorized transaction.
    2. Processing Status is changed to captured. PC Response and the Capture Tran number are generated.

    Void CC Auth/Payment

    1. Click on Void CC Auth/payment button.
    2. The Processing Status is changed to Voided and the Pre-Auth and Capture Trans numbers are set to default.

    Refund

    Navigate to Distribution > Sales Order > Refund

    1. In the Sales Order screen select Order Type as Cash Return.
    2. Select the customer.
    3. Add an invoice by clicking Orig PC Ref field and click Save.
    4. Create, prepare, then release the invoice.
    5. Initiate the refund by clicking Action tab then Refund CC Payment.


    6. The Processing Status will update to Refunded once refund process is complete.


    If you have questions or require additional information, please contact us and we will be in touch with you shortly.



    Was this article helpful?

    Still can't find
    what you are looking for?

    Our award-winning customer care team is here for you.

    Contact Support

    Knowledge Base Software by