Using Credit Cards with Prepay Orders
When you place a credit card order in Order Entry, select PrePay in the Paycode box. Using this pay code lets you access the Available Tender Types box to select the credit card option. Once you choose the credit card option, enter the credit card information. This saves all the credit card information for the order. Afterwards, use the Pay on Prepay action code to manually invoice each pick ticket. You can use the batch capturing and invoicing feature to bill the customer’s credit card and invoice the order. Batch capturing and invoicing improves prepay flow for all users. An additional feature applies specifically to POS-partner users.
Credit Card Prepay Order Flow for All Users
When you place a credit card prepay order, change the Prepay Amount field to reflect a zero amount due for orders with in-stock items. This lets your customers wait to receive the order until all backordered items have arrived. This way, customers receive only one invoice for the entire order. In addition, the prepay order is not ended as an invoice. End the ticket using the status set up in the T-I-C-K-E-T-S St field in the (L1) Terminal and Ticket Parameters screen, preferably a status 6. Change a prepay order if no payment has been made.
Credit Card Prepay Order Flow for POS-partner Users
POS-partner users can use the [P] Credit Card Service Capture and Invoicing of Prepay Orders option in the (TR) screen to reduce the time spent finalizing prepay orders with backordered items. Instead of invoicing each pick ticket individually, this process sends your prepay orders to POS-partner as a batch, invoicing several tickets at once.
After you place the order, final-verify it using either the [V] Auto Verifying With Batch Printing function in the (TR) screen, or the Final Verify action code in the Order Entry window. The pick ticket goes to a status 6 or 7. If there is credit card information, the prepay ticket moves to the P-CC file. This file holds a list of all prepay orders that have not been transmitted or invoiced. When backordered items arrive and you perform your daily batch invoicing or flushing procedures, use the [P] action code in the (TR) screen to send all your prepay tickets from the P-CC file to your verification service for final payment. As tickets are invoiced, they are purged from the P-CC file when you perform the (MA) procedure at day-end.
When you use this feature, several functions happen at once. As pick tickets are sent to the verification service, completed pick tickets are final verified and moved to an invoice. As tickets are invoiced, they print according to the limits you specify. In addition, this function lets you print the Credit Card Transmission Report. It lists all pick tickets not invoiced, and a status message to notify you of possible reasons the invoice wasn’t transmitted.
Bill-complete credit card orders move to a status 8 or 9, but are not billed or invoiced until all items are shipped. Once everything has shipped, all the tickets (-0, -1, -2) are combined into a -0 ticket.
To use the bill complete, execute the (TR-B) Invoices function, and type Y in the B Comp field. The order moves to a status 6 or 7. When you execute the (TR-P), the invoice goes to POS-partner and moves to a status B.