Why am I not able to pre-authorize/charge CC/E-Check payments?

Some users may find that they may not be able to pre-authorize payments or charge payments in Acctivate. This article will walk you through some ways to fix it.

Acctivate synchronizes the QuickBooks Payment Type from QuickBooks and use that to determine what kind of payment the method is as well as rather or not it can be processed through Authorize.net or QuickBooks payments. For more information about that, please see our article about Configuring Payment Methods

If you find that the "Authorize" button has gone missing from the payments screen, or you're no longer able to charge payments, please check the following:

  • If coming from a legacy version prior to 11.2: Have you performed the one time synchronization required to sync payment types? If you open up the Customer Payment window, do you get a message about needing a QuickBooks sync? If so, please perform a sync with QuickBooks and then check again.
  • Is Acctivate linked with either Authorize.net or QuickBooks payments? If you open "Configuration Manager" -> Services -> Payment Processing is a payment processor linked? If not, you will need to link one. Instructions here: Authorize.net/QuickBooks Payments
  • Are you using a payment method that corresponds to a credit card or E-Check type in QuickBooks? If you open QuickBooks and locate that payment method, is the type either: American Express, Discover, MasterCard, Visa, Debit Card, Other Credit Card, or E-Check? If not, you will need to make the payment type one of those. (Please note E-Check are not pre-authorized, they are only charged.)
  • Do you have permissions for processing payments? If you're not sure, you can check this article for help.
  • For E-Check Only: Are you on the "Customer Payment" window? E-Checks can only be processed via the customer payment window. The Payment tab on sales orders and the create invoice window will be receiving these updates at a later date.

If you've checked all of the above steps, but find that you're still unable to pre-authorize cards or process payments, please contact Acctivate support.