Sage 100

Hi - does anyone have any knowledge or experience with the following:

(Sage100 2016 advanced, upgrading to Sage100 2019 advanced)

The customer places an order and uses a different credit card than the one that is on file for the customer.  The invoice is posted and the customers card on the S/O is charged.

Then they want to do a return, and want the credit to use the card that was used on the invoice, as opposed to the one
that is on file with the customer, so the credit automatically goes against the card that was used when the credit is entered (when using the "apply to invoice feature)

Thanks

Jeff

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Jeff Fiddelman
Exeplex, LLC
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Good question.  I always ASSUMED that the CC used was the one used for the invoice prepayment.  In the situation where the CC is not saved to the cloud, there is NOT a card on file to use.  Would be interested in the clarification response.

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Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
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SPS used to apply the refund to the credit card used on the invoice.

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Michelle Taylor
ERP Consulting Manager, CS3 Technology
918-388-9772
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Original Message:
Sent: 09-10-2019 13:58
From: Jeff Schwenk
Subject: Credit card behavior on Returns (CM's)

Good question.  I always ASSUMED that the CC used was the one used for the invoice prepayment.  In the situation where the CC is not saved to the cloud, there is NOT a card on file to use.  Would be interested in the clarification response.

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Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
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