Process incomplete credit card payments

Important

Some or all of the functionality noted in this article is available as part of a preview release. The content and the functionality are subject to change. For more information about preview releases, see Service update availability.

This article provides information about processing incomplete credit card payments.

Card payment is a typical payment scenario in the retail industry. In Microsoft Dynamics 365 Finance, the scenario looks like a single step. However, it's really composed of several steps:

1. Create a customer invoice for the sales order.
2. Issue a card payment (such as debit card, credit card, or gift card).
3. Post the payment in the general ledger.

In releases before Dynamics 365 Finance version 10.0.32, all these steps are done in one transaction. Card payments are external transactions that can't be rolled back in the event of errors. Therefore, any error that occurs can cause inconsistent payments.

As of version 10.0.32, the card payment process is split into several stages:

1. Create and post the customer invoice.
2. Capture or refund the credit card.
3. Post the payment journal.
4. Authorize the remaining payment amount.

The status of each stage is logged and monitored per invoice and sales order. If an error occurs in any step after the customer invoice is posted, users can review the failure reason and recover the payment process from the point where it failed.

Prerequisites

1. In Feature management workspace, turn on feature that's named Improve cards payment processing flow in customer payment.
2. Go to Accounts receivable > Setup > Accounts receivable parameters.
3. On the Credit card tab, on the Setup FastTab, set the Cards payment status monitoring option to Yes.

View incomplete card payments

1. Go to Accounts receivable > Invoices > Open customer invoices.

2. On the Invoice tab, select Incomplete cards payment to open the Incomplete cards payment page.

   The Incomplete cards payment button is available only if the selected invoice is related to the card payment, or if no invoice was selected. If the selected invoice isn't related to the card payment, the button can't be selected.

   If no invoice was selected, the Incomplete cards payment page shows all incomplete cards payments.

Resume an incomplete card payment

• On the Incomplete cards payment page, select a line, and then select Resume. The card payment process is restarted from the last failed stage.

Terminate an incomplete card payment

• On the Incomplete cards payment page, select a line, and then select Terminate. The card payment process is terminated.

You must then follow these steps.

1. On the Incomplete cards payment page, select a line, and then select View history.

   The viewer that appears lists all the processed payment stages.

2. Select Payment stage to show the corresponding execution log.