helpwith.salesorder.com
  • Read me first
  • Start!
    • How to move forward
  • Video Index
  • Live in 5
    • Step 4: Solution Plan
      • Workflow Guides
    • Must read: Data Migration
      • Read First: ASIC and presets
      • Transaction Migration Primer
      • Migrate transactions
      • Migrate from Quickbooks
        • How to categorize Quickbooks 'Open' Purchase Orders
    • Step 5: Launch Sequence
      • T -6: System Settings
      • T -5: Baseline preparation
      • T -4: 'Open' transactions
      • T -3: Trial balance
      • T -2: Set Stock levels
      • T -1: User testing / Dry run
  • Customer references?
  • Common Actions
  • Company
    • Workers and Users
      • Add new User login
      • Owners
  • Organizer
    • Memo
    • Contacts
    • Calendar
    • Email
    • Attachments and Linking
  • Expenses/Timesheets
    • Expense Claims
      • Mileage Claims
    • Timesheets
  • Sales Forecasting
  • Sales
    • Leads
    • Prospects
    • Customers
      • Credit Controls
    • Jobs
    • Sales Quote
    • Sales Orders
      • Common Sales Tasks
        • Pre-Authorization/Pre-Payment with BASYS
      • Ordered Item History
      • Stock Allocation
      • Pick-Pack-Ship Process
      • Sales Order List
      • Drop Ship
      • Special Orders (Just in Time)
      • Discounts
      • Prepayment/Deposit
    • Cash Sales
    • Sales Invoices
    • Payments from Customers
      • Processing digital Payments
      • Apply Credit Automatically on Payments
    • Customer Credit Notes
    • Customer Refunds
    • Delivery Notes (a.k.a Packing List)
    • Customer Statements
    • Shipments
      • Pick List
    • RMA
    • Commission automation?
  • Purchasing
    • Suppliers
    • Purchase Quotes
    • Purchase Orders
    • Cash Purchases
    • Item Receipts
    • Bills (Purchase Invoices)
    • Payments to Suppliers
    • Supplier Credit Notes
    • Supplier Refunds
    • PO Generator by Item
    • PO Generator by Order
  • Inventory Forecasting
    • Inventoro
  • Products/Services
    • Items - which ones?
      • Preferred Suppliers
      • Stock Items (SKUs)
      • Stock Assemblies
      • Kits
      • Non Stock Items
      • Group Item
      • 'Calculation' Items
      • Service Item
      • Matrix Item
    • Sites
    • Stock Adjustment
    • Stock Manager
    • Stock Locations
    • Categories, Tags and Attributes
      • Categories
      • Tags
      • Attributes
    • Images on Items
    • Item Extra Info
    • Price Levels
    • Price Lists
    • Advanced Price Lists
  • Banking
    • Cashflow Forecast
    • Checks
    • Bank Reconciliation
    • Petty Cash Accounts
    • Credit Cards
    • Money In and Out
  • Accounting
    • Accounting Periods
    • Payment Terms
    • Tax
      • Sales Tax
        • US Tax Codes
      • Tax Authorities
        • Working with HMRC (UK Specific)
      • Tax Codes
      • Tax Groups
      • Item Tax Options
      • VAT Returns
    • Currencies
    • General Journals
    • Memorized Transactions
    • Reverse Transactions
  • WMS: Warehouse Management
    • Stock View
    • Goods In
    • Goods Out
    • RMA
    • Shipping
    • Pallets
    • Kits and Assemblies
    • Stock Actions
    • Stock Count
    • Locations
    • History
    • Admin
    • Config
    • Barcode Scanner App â›­
    • Multipacks
    • Overship Tolerance
    • Expiry Date
  • WMS Setup
  • Third-party logistics (3PL)?
  • Shipping
    • FedEx Manager Integration
    • UPS WorldShip Integration
  • Reports
    • Classifications
    • Report Mailer
    • Email Reports on Schedule
    • Accounting Periods
  • Setup
    • Roles
    • Email templates
    • Payment Processors
      • Basys: low fees, VIP service
      • Authorize.net
      • Cybersource
      • PayPal
      • USAePAy
      • Paragon (PAYA)
    • Configuration
      • Company â›­
      • Memo â›­
      • Ref # â›­
      • Leads â›­
      • Prospects â›­
      • Customers â›­
      • Credit Controlsâ›­
      • Jobs â›­
      • Sales Quote â›­
      • Sales Order â›­
      • Sales Invoice â›­
      • Customer Credit Note â›­
      • Cash Sale â›­
      • Statements â›­
      • Shipment â›­
      • Customer Refund â›­
      • Delivery Notes â›­
      • RMA â›­
      • Pick List â›­
      • Supplier â›­
      • Purchase Quote â›­
      • Purchase Order â›­
      • Item Receipt â›­
      • Cash Purchase â›­
      • Bills â›­
      • Payment to Suppliers â›­
      • Supplier Credit Notes â›­
      • Supplier Refunds â›­
      • 1099 Categories â›­
      • Kit â›­
      • Accounts â›­
      • Accounting Periods â›­
      • VAT â›­
      • Email Accounts â›­
        • OAuth for Outlook 365 â›­
      • Company Security â›­
        • Two Factor Authentication
      • Classifications â›­
      • Document Templates â›­
      • Shipping Carriers
      • Sales Invoice â›­
      • Payments from Customers â›­
      • Sales Opportunities â›­
    • EasyPost â›­
    • Shipstation â›­
    • Web to Lead
    • Import data templates
    • Exporting Data
    • Your Account
  • Shopping Carts b2c
    • âš  Live Shopping Carts
    • Shopping Cart controls
    • Shopify â›­
    • BigCommerce â›­
    • Magento â›­
    • Woocommerce â›­
    • Prestashop â›­
  • Trade Acceleration Portal 2.0
    • TAP Users
      • Customers
      • Sales Reps
      • Sales Teams
      • Administrators
        • Configure barcode order entry
        • Get your Inventory List from QuickBooks
    • TAP UX
      • Global Brand Style
      • Themes
      • Pages
      • Blocks
        • Group Start
        • Plain Text
        • Image
        • Hyperlink
        • Menu Matrix
        • Title
        • Custom HTML
        • Block Configurations
          • Pixels and Percentages
          • Flex Box Settings
            • Flex Wrap
            • Justify Content
            • Align Items
            • Column/Row Gap
            • Align Content
          • Background
          • Dimensions
          • Border
          • Slider & Carousel
          • Margin Padding
          • Overflow Settings
      • Content Management System (CMS)
  • Trade Acceleration Portal 1.0
    • Configure barcode order entry
    • Get your Inventory List from QuickBooks
  • Customization
  • Volume Automation
  • EDI
    • EDI integration via XML
  • REST API
  • Schema Documents
Powered by GitBook
On this page
  • Pre-Authorized Payments
  • Process a Pre-Authorize Payment
  • Review Transactions

Was this helpful?

  1. Sales
  2. Sales Orders
  3. Common Sales Tasks

Pre-Authorization/Pre-Payment with BASYS

PreviousCommon Sales TasksNextOrdered Item History

Last updated 1 year ago

Was this helpful?

Media

Pre-Authorized Payments

Pre-authorization functionality allows you to obtain approval from a customer's financial institution for a specified amount, ensuring the availability of funds and verifying the validity of the card before finalizing the sale by taking payment.

You must be using the BASYS Payment Processor plugin to use the following.

Process a Pre-Authorize Payment

Upon installing the BASYS plugin, you will find the 'Authorize (BASYS)' action at the top of the page on every sales order.

  1. To authorize a payment, select this action.

  1. Upon selection, a dialogue box will prompt you to enter or use card details.

  • If you are entering a new card, ensure to select 'Authorize and Store', this will securely store this card for future transactions. See below:

  • Alternatively, you can choose a previously saved card by selecting the appropriate check box. See below:

  1. Upon successful authorization, this confirmation message will be displayed:

You can navigate to the Payment Method tab on the sales order to access detailed information about the authorized payment including the method and status.

  1. Add a new item, the total amount will update. Proceed to make the payment as usual. When you process the payment you will see this message:

  1. Click 'Void Authorized & Make Payment'.

  1. Click 'Finish'.

Review Transactions

To review the payment details, go to Setup > Registered Plugins > BASYS and click 'Processor Log'. Here you can access both the original authorization payment and the recent transaction.

Take Pre-Authorized Payment with BASYS