Performing a non-refundable credit card transaction

In Sales Order Entry, use the Non-Refundable Credit Card transaction option on the Collect Payment view to collect your money at the time of sale from a customer with a token already on file. This transaction option differs from a normal credit card purchase, which requires you to invoice and wait for settlement to collect. This transaction option also differs from a one-time-sale, which does not create a token.

For example, use the Non-Refundable option for counter sales or for collecting a 10% down payment on a kit that must be built. With the latter example, the entire order uses the Non-Refundable option, so you must collect the 90% balance either by:

• a) allowing the remainder to go “on account” for the customer and be invoiced normally, or
• b) maintaining the order and adding a (non-refundable) payment when the remainder should be paid.

Ensure that you evaluate and make any needed adjustments to your work flow to accommodate this functionality.

Although the option is labeled Non-Refundable, the transaction can be refunded similar to other credit card payments.

When posting a payment for a non-refundable transaction where the Post to A/R at Invoicing option in SA Table Code Value Setup is not selected, the transaction debits the GL account for the payment type. Invoicing reverses the debit and posts to the cash account associated with the Product Warehouse Description Payment Type Setup record.