Filter
Top Products
Invoice Holds
Warning: The AssureBuy
system will remove any
hold previously attached to
a document when a credit
card transaction is
processed.
An invoice hold applied while to an invoice document will be affected by the
A
ssureBuy application when credit card transactions have been added to the
document. Before processing a transaction, the AssureBuy application will
remove any existing invoice holds. Depending on the result, a hold may be
reapplied after the credit card processing has been completed. Any hold
previously attached to the document by a user, must be manually added
back to the document after the credit card processing has taken place.
The AssureBuy system will place a hold on the document in the following
instances:
1) When the “Allow Save to Batch Functionality” option has been
enabled on the AssureBuy Processing Setup window and a
transaction is saved without being processed.
2) When the “Add Process Hold On Non-Approved Transactions” option
has been enabled on the AssureBuy Processing Setup window and
a processed transaction encountered an error or was declined.
If the user removes the hold placed on the document by the AssureBuy
application, an invoice could be posted with a pending credit card
transaction. Not only would the invoice then be posted without a full
payment, but also when the Process AssureBuy Batch Transaction
Processing function is performed, the customer’s credit card will be
charged without the payment being applied to the invoice.
To prevent this from happening, please check the AssureBuy Payment
Processing window for any pending transactions before removing the hold on
an invoice document and verify that full payment has been received on the
invoice document before removing the hold and posting the document. To
remove a pending transaction, either process the transaction or void it using
the Void button on the AssureBuy Payment Processing window.
Figure 41: Invoice Entry Hold Selected
AssureBuy Payment Processing Microsoft Great Plains Dynamics/eEnterprise AssureBuy Functionality • 91