Credit Card Processing with a Deposit and Payment in SO

[BossRhino]

We just installed PC Charge Server. We normally take a deposit on new customer orders and then charge the balance when the order ships.

We set up a new order with a Credit Card payment type of Deposit. Entered the deposit amount and then pushed the authorize button. The deposit went through.

When we go to Sales Order Invoice Entry. It doesn't prompt for the balance.

Does anyone know how to set this up properly?

Thanks.

 

[dfeller]

Did you check the box for "pay balance by credit card"?

Dawn

 

[BossRhino]

Yes I did hit the pay balance with credit card button.
Do you check this when you do the initial deposit?

What triggers the balance to be paid? Should be the Sales Order Invoice Entry. When that screen comes up the amount being billed is the total Sales Order amount instead of the balance.

 

[dfeller]

It happens when you post the invoice.

Dawn

 

[BossRhino]

Thanks. I just discovered this. I appreciate your help.

Paul