When a Merchant Accounts record is defined as AuthOnly, then the payments for those orders are authorized but funds will not be transferred. For AuthOnly payments, it is necessary to " capture " these authorized payments using the ePayment Capture wizard.
Follow these steps to run the wizard:
- Create or open a view of records in the Payments service to display payments that have been authorized and whose corresponding orders have shipped.
- Click the ePayment Capture Wizard icon in the toolbar to launch the ePayment Capture wizard.
- You can also right-click within the view and select Payments Options > Capture Electronic Payments to launch the ePayment Capture wizard.
- Note that the ePayment Capture wizard is not available for SQL based temporary views.
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- Review the information on the Welcome screen and click Next to continue. ePayment Capture Wizard Welcome Page
- Review the set of payments that qualify for capture and the payments that do not qualify.
- The payments that qualify for capture are displayed on the Payments to Capture tab. A payment qualifies for capture if:
- The payment status is posted.
- The payment has been previously authorized by a merchant account.
- The payment is linked to an order that has shipped.
- Excluded payments are listed on the Payments to Exclude tab. This includes:
- Payments that have not been previously authorized by a merchant account.
- Payments with a Payment Status other than Posted.
- Authorized payments linked to orders that have not yet shipped.
- Payments that have previously been captured.
- Refund payments (they do not require a capture operation and can be processed in a Payments batch immediately).
- Authorized payments that require review due to a fraud filter. In this case, the payment has been authorized but cannot be captured until the transaction is approved with the merchant account (such as on PayPal's Web site).
- The payments that qualify for capture are displayed on the Payments to Capture tab. A payment qualifies for capture if:
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- After reviewing the payments to capture, click Next.
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- This page explains the capture process and the requirements for successfully capturing the available payments.
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- Click Next to begin processing the payments.
After all payments have been processed, the wizard displays a page listing the captured payments. The Payments not Captured tab lists any payments not captured as well as the reason for the capture failure.
Info If a capture fails because an authorization has expired, delete the existing payment and create a new one to reauthorize it so it can be successfully captured.
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- Click Finish to complete the ePayment Capture wizard.
- For each payment processed by the wizard, Aptify adds a second record to the payment's Authorizations tab that stores information about the payment's capture.
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