Sage 100

Is there a way with Sage 100 2014 credit card processing to NOT preauth certain sales orders, just have the invoice process charge the card when invoiced?

Can you authorize it at zero dollars (or change to deposit/sale at zero dollars) and select the Pay Balance checkbox?

@ThereseLogeais You will have to enter an amount; .01 is certainly an option. @PhilMcIntosh You can't have Credit Card as the payment without running the card in some fashion. Could they use a (bogus) Payment Type to signify that the credit card needs to be charged in the Invoice Entry, or enter it as a comment to use the appropriate CardID (of course, this will require that the credit card information be saved in the Customer record during the Sales Order Entry)?

Wonder if you could enter preauth info (bogus info) and let it think it preauth'd the card so that when the invoice is being processed it attempts the postauth and fails then does a sale transaction to charge the card.

I think if you enter 'bogus' info at preauthorization you'll have an issue later at invoice. I think that @ThereseLogeais and @MichelleTaylor have the gist, deposit .01 pay balance at invoice. @PhilMcIntosh what is the issue with pre-authorization, is there a long delay between sales order and invoice?

Yes, long lead time items and selling to schools where a long preauth hold time would be a problem on tight credit limits.

Script for those orders to not do anything with the card but change the payment method upon invoicing?? Just a thought. UDF to indicate ""Pay by CC upon invoice"" (or some such thing) then when it is invoiced, they are prompted for the cc info and they process it then?

I like @ThereseLogeais thought process. We have set client up with a payment type that looks like a CC but isn't. Bypasses the preauthorization, but you have to be careful at invoice to change payment type to the real credit card process. A script that will not allow acceptance of the invoice in the payment type is the pseudo CC would be very helpful. If you are storing the CC information in the ""cloud"", it is easily retrievable at invoice time.