Sage 100

Existing Sage 100 4.3 customer wants an easy way to add credit card pre-authorizations onto the invoice. They do NOT want to change the credit card type to PAYMENT/DEPOSIT (which I think then increases the deposit amount and makes the invoice balance due correct). Instead they put the CC on the card and only pre-auth it. Then when the order ships and they update the invoice the card is charged -- but by then the invoice has printed and there is nothing to show that the amount was paid by CC. I know there are fields for CC pre-auth/balance. Is that how people are showing the CC amount on the invoice so the customer knows not to pay the balance because a CC was used to pay it? Or am I overlooking something really basic?

Check out the Page Footer C,D,E in a 2014 or higher Invoice form. I don't think they added any fields to the Work file, but they did add some more logic to print CC payment info in the deposit area.

Do you think I can copy that back to 4.3 level form?

Looked on 2014 and the form is a little different - no suppress on the deposit field. But I don't see where they made any changes.

There should be 2 extra sections under the Deposit section that were never there before.

Not seeing it - and data tables change as well I think due to Sage Exchange. I'd prefer not to trial and error since I'll only know if the formula works when they print invoices

Actually in 2014 there's an additional section: Less Payment: so_invoicewrk.creditcardpaymentbalanceamount I'm going to explore that

I changed the formula for DepositAmount to: if {SO_InvoiceWrk.DepositAmt}=0 then if {SO_InvoiceWrk.Last4UnencryptedCreditCardNos}<>"""" then {SO_InvoiceWrk.TaxableAmt}+{SO_InvoiceWrk.NonTaxableAmt}- {SO_InvoiceWrk.DiscountAmt}+{SO_InvoiceWrk.FreightAmt}+ {SO_InvoiceWrk.SalesTaxAmt} else {SO_InvoiceWrk.DepositAmt} They always charge the full amount to the credit card, no partials, so this works for them. This is 4.4.

They also use a terms code that says Paid by Credit Card that is at the top of the invoice but customers don't always pay attention to that.