Authorize by Message Status Application - PQ674236
The Authorized by Email Status application allows you to review all records where an Authorize by Email link was sent. In this application, you can search/filter by Order Number, Order Type, and/or Order Company. You can also filter the information using other statuses as Completed, Open, Voided, All, also by Expiration date. You may also send your customer an invitation to add a credit card on file without first entering a sales order!
This application has the following row exits:
Detail:
When a grid row is selected with status C, the detailed information about the record will be shown.
Apply Payments:
When pressed the prepayment records will be written and the order will be removed from hold.
Void Document:
When pressed, if no payments for the record exist it will be marked as voided. This means that the payment link will no longer be valid to your customer. Once a payment link is voided the hold on the order must be manually released
Update Exp. Date:
To extend or reduce document expiration date.
Resend:
If the document status is currently N this option can be used to resend the email/payment link to the customer. if the email cannot be sent a message will be displayed.
This application has the following Form exit:
CC on File by Message
This functionality allows you to send an invitation to your customer to add a Credit Card on file without entering a sales order. This is helpful when the customer wants to add a new credit card on file, but they cannot or do not want to place a sales order and/or they do not want to read their credit card information to you over the phone.
This Section Also Contains
- Credit Card Prepayment Information Flow
- Credit Card Prepayment Flow
- Credit Card Prepayment Setup
- Entering Sales Orders
- Updating Credit Card Prepayment Information - PQ670041
- Clearing Multiple Accounts Receivable Invoices with Credit Card Payment - PQ670042
- Uploading Customer Credit Cards on File - PQ670043
- Work with Future Dated Receipts - PQ670313
- Auto Invoice Payment Rules - PQ670315
- Pay Invoice by Message Status - PQ674237
- Work with Companies by Store - PQ679912
- Credit Cards on File - PQ67CCIF
- Apply AutoPay Rules - RQ670315
- Surcharge Errors - PQ67SUER
- Batch Authorization of Credit Card Transactions - RQ6704201
- Settling Credit Card Transactions - RQ6704202
- Recording Settled Credit Card Transactions into Financial System - RQ6704203
- Credit Card Prepayment Analysis Report - RQ6704204
- Authorized Credit Card Expiring Report - RQ6704205
- Clearing Sensitive Card Holder Information - RQ6704208
- Credit Card AR Settlement Report - RQ6704209
- Deposit Settlement Report - RQ6704210
- Renew Credit Card on File - RQ6704212
- Credit Card Reconciliation - RQ6704213 & RQ6704214
- Credit Card Surcharge Fee Batch Report - RQ6704215
- Authorize by Email Automated Process - RQ6704216
- Create Invoice Payment by Email Process - RQ6704217
- Pay Invoice by Email Process - RQ6704218
- Update JDE Payments to PayCloud - Email Payment Document - RQ6704219
- Change Invoice Email Status to Expired - RQ6704220
- Credit Card Future Payments Process - RQ670429F
- Import Credit Card on File Information from Cloud - RQ67CCIF