An update has been released for the Invoicing System.
Payment Gateway Pre-Authorisations will now be performed prior to the creation of an Invoice if;
- Utilizing the NAB Payment Gateway (eWay is not currently supported)
- Pre-Authorisation Default is set or locked on (Invoice Configuration>Payment Gateway>Pre-Authorisation Default).
If there is an issue creating the Invoice (Such as the customer being locked by another user), as long as the user remains in Invoicing and tries again, the system will re-use the previously created Pre-Authorisation.
Every time a Pre-Authorisation is performed, the system will generate a Reference for it. This Reference will be visible in the following:
- On the payment gateway portal. For NAB Transact, it will be the Transaction Reference.
- Invoice Log – The conversation automatically added on a successful Pre-Authorisation for an Invoice.
- In the new menu item called Payment Gateway Pre-Authorisations.
The following scenarios will send an email to Postmaster detailing a successful Pre-Authorisation without an Invoice:
- After performing a successful Pre-Authorisation, then receiving an error, the user then void or quits.
- When loading a previously parked Invoice that had performed a successful Pre-Authorisation.
- Stock Allocations will check all parked Invoices that has performed a successful Pre-Authorisation.
On completion of an invoice, should a Pre-Authorisation fail, the user is now asked if they would like to try again, change card details or cancel.
