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Payments Features in Detail
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Payment Authorization:

Used to manually authorize payments.  PORTALPRODIGY provides the ability to require authorization for specified payment types.  This is configured individually for each Payment Type in PORTALPRODIGY Payment Feature Management.  Orders requiring payment prior to fulfillment/shipping will be held until the payment has been approved.  Upon approval, the Order’s Financial Status is automatically set to Approved and the order is released for fulfillment and shipment.

 

 

§         Payment Entry Date Range: this searches on the date entered.

§         Payment ID:  this searches on the unique record ID assigned to each payment.

§         Payment Type: defaults to All.  Provides option to search for a specific payment type.  The following payment types are available:

o       American Express

o       Cash

o       Check

o       Credit Memo

o       Debit Memo

o       Discover

o       Master Card

o       Money Order

o       Refund

o       Visa

§         Payment Status: default to All.  Provides option to search for a specific status.  The following types are available:

o       Approved

o       Declined

o       Pending

§         Company ID:  Provides option to search on Company ID of payee.

§         Company Name: Provides option to search on the Company Name of the payee.

§         Contact ID:  Provides option to search on the Individual’s Contact ID of the payee.

§         Last Name: Provides option to search on the Contact/payee’s Last Name.

§         First Name: Provides option to search on the Contact/payee’s First Name.

§         Name on Card: Provides option to search on the cardholder’s name.

§         Order / Invoice Number: Provides option to search on Orders / Invoices the payment has been distributed to.

§         Batch Number:  Provides option to search on the payment posting batch number. 

§         Created Date Rangethis searches on the date that is automatically stored by the system when the payment record is created.

§         Modified Date Range this searches by date last modified range.  Works the same as Created Date Range.

§         Posted: defaults to All.  Setting to No eliminates posted payments from being retrieved.  Set to Yes to only include posted payments.

§         Items Per Page – used to control how many matches are listed at a time.  Defaults to 10.  If the number of matches is greater than the specified Items Per Page, PORTALPRODIGY provides navigation options for the additional pages of matches This feature minimizes network traffic.

Options:

Submits criteria to server and returns matching Payments.

Opens the Payment Entry Step 1 page to add a new payment.

Opens the Refund page.

Clears the search criteria.

Prints the website page to the user’s local printer.

Closes the page and returns to the Site Administration Menu.

 

 

 

 

§         ID – the payment record ID.  Each payment is assigned a unique record ID at the time of entry.

 

§         Payment Date – the date of payment entered in payment entry.

 

§         Payment Type -  one of the following:

o       American Express

o       Cash

o       Check

o       Credit Memo

o       Debit Memo

o       Discover

o       Master Card

o       Money Order

o       Refund

o       Visa

 

§         Card/Check # - the entered credit card number or check number.

 

§         Name on Card /Check – the name of the company or person that was entered as being on the credit card or check.

 

§         Amount – the total amount of the payment.

 

§         Entry – click on the  icon to display the Payment Authorization page for the selected Payment.  The Payment Authorization page is used to view the payment details and to enter an authorization number.

 

 

 

§         Payment Date:  the date of payment that was entered in payment entry.  Read only.

 

§         Payment Type:  read only.  One of the following:

o       American Express

o       Cash

o       Check

o       Credit Memo

o       Debit Memo

o       Discover

o       Master Card

o       Money Order

o       Refund

o       Visa

 

§         Payment Amount:  the total amount of the payment.  Read only.

 

§         Payment Status:  defaults to Pending.  The following choices are available.

o       Pending – this value temporarily prevents the payment from being posted.

o       Approved – this value allows the payment to be posted.  It is automatically selected when an Authorization Number is entered and the  button is clicked.

o       Declined – this value permanently prevents the payment from being posted.  It causes the payment to be voided.

 

§         Account Number:  the credit card number or check number for the payment.

 

§         Name on Account:  the name of the company or person that was entered as being on the credit card or check.

 

§         Expiration Date:  the credit card expiration date.  For other payment types it left blank.

 

§         Account Address:  the credit card billing address or the address printed on the check.  If Address verification is not required this value is left blank.

 

§         Authorization #:  enter credit card or check guarantee authorization number provided by the bank or processor.  When a value is entered here, it is not necessary to manually change Payment Status from Pending to Approved, as this will be done automatically when the  button is clicked.

 

§         - closes the page without saving your entries.  Returns to the Search for Payments to Authorize page.

 

§          - click this button to save your entry process the payment accordingly.  If a value was entered in Authorization #, the Payment Status is automatically set to Approved.  If the payment is linked to an order that requires payment prior to delivery, the Orders Financial Status will be automatically set to Approved.

 


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