Authorizing the sales order is guaranteeing or reserving the funds on a Customer’s credit card at the time of placing the order and using this model, it is normal for the funds to be actually charged (or Captured) at the time of actually delivering the goods or services.  When Authorizing, MAX Pay Global will automatically authorize for the current outstanding amount of the Sales order net of any prepayments that may have already been taken.  

To Authorize a Sales Order

  1. Create a Sales order.
  2. Under Invoice Details, Select the Payment Method Code as CARD (or however this is described in your system).


  1. From the Toolbar, select Related > Payment Token > Payment Token Authorization.

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  1. Select Authorize
  2. Select Yes when prompted
  3. You will be prompted with the details of the Authorization

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Document

Payment Token Code

The Token that was used to perform the Authorization

Payment Doc. No.

The Business Central document number that relates to this payment

Currency Code

The currency code (if different from the base Currency)

Payment Amount

The value of the document that is being Authorized

Outstanding Amount

The Amount outstanding for Capture or Charging the customer

Amount Paid

The Amount actually charged to the customers’ payment account – for example – amounts that are prepaid / invoiced.

Authorization

Status

The status of the Authorization other than Approved

Processor Reference

The Payment Provider’s reference 

Transaction Date Time

The original Date and Time of the Transaction

Authorization Expiry

The estimated time when the Authorization will expire

Authorization Code

The Reference number as provided by the Payment Provider

Authorization Amount

The Amount that has been Authorized

Prepayment

A flag indicating if this is a Prepayment (Charge)

Transactions

This area lists one or more transactions as appertaining to the Authorization / Prepayment

Toolbar

Order

This button toggles between showing the Authorization and the value that exists on the Order.

Void

Use this to Void the latest Authorization.

Actions > Update

Use this feature to Update or Adjust the Authorization up or down if the sales order value has changed.

Reconcile

Navigates to the Payment Token Reconciliation form.

Use this form to view further details of the Authorization, individual Authorization lines (Payment Token Transactions) and to resolve any issues if there is a disconnect between the data in Business Central and in the Payment Provider’s Portal.

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