Sage 100

We just upgraded a customer from v4.5 (or 4.3, I forget) to V2017. In the past, in SO, customer puts a CC deposit for a partial amount. SO gets shipped thru Shipping DE. Then, they go to Invoice DE to charge the balance. On their old version, they told me, they could change the payment type and then charge the balance. On V.2017, all the CC info is greyed out. Does anyone know if this can be done in the new version 2017?

If the deposit box was checked on the sales order, the balance due should automatically be charged when the sales journal is run.

When taking a Deposit on a Sales Order, the ""Pay Balance"" check flag must be turned on to support the eventual invoice charging the same credit card. Unfortunately, from what I recall, you need to KNOW at the time you take the deposit if the customer intends to pay the balance by the same credit card. From the help files: Pay Balance Select this check box to pay the balance of the invoice using a credit card. If this check box is selected when you click Submit Card / ACH Account, the deposit that is entered will be processed and the remaining invoice balance will be pre-authorized. The remaining balance will be processed when the Daily Sales Journal is printed. Clear this check box to pay only the deposit using a credit card. This field is available only if a credit card payment type is entered.

@Doug Higgs and @Madeline Stefanou--thank you both! We had three people in our office look at this before I posted the question.

Perhaps they should join 90Minds to advance their knowledge.