The article explains how to manage payment authorization and capture using PayPack, detailing steps for authorizing on sales orders and capturing on invoices, as well as authorizing and capturing on either sales orders or invoices. Payment status remains "requires_capture" until captured, and scheduled scripts automate the capture process based on saved search criteria.
Authorize on Sales Order & Capture on Invoice
All payments for Authorize Only will have the payment status as requires_capture until they are captured.
Make sure that the transaction type is set to Authorize Only on the PayPack configuration.
Click the Sales Order PayPack payment link and complete a payment.
- Copy the Payment Intent ID from the PayPack Payment Intent Subtab.
- Edit Sales Order → PayPack Data → PayPack Fields (subtab) → Check Capture Amount on Invoice.
- While creating the Invoice, update field Payment Intent ID from the Sales Order (PayPack).
To automate this process from Sales Order to Invoice, use the attached NetSuite User Event script to pass the Payment Intent ID and Capture Amount on Invoice field values.
UE Script to Update Fields
PayPack - Update SO Pa yPack Field UE.js
The user event script will be deployed and applies to PayPack Payment Intent record.
Note: If surcharges are enabled, a new surcharge item is created once the invoice is saved using a user event script.
If the Sales Order matches criteria for saved search Authorize on Invoice Saved Search, the next scheduled script (PayPack Invoice Amount Capture MR) run will capture the amount on the invoice.
Authorize & Capture on Sales Order
All payments for Authorize Only will have the payment status as requires_capture until they are captured.
Make sure that the transaction type is set to Authorize Only on the PayPack configuration.
Click the Sales Order PayPack payment link and complete a payment.
If the Sales Order matches criteria for saved search Authorize on Sales Order Saved Search, the next scheduled script (PayPack Sales Order Amount Capture MR) run will capture the amount on the sales order.
Authorize & Capture on Invoice
All payments for Authorize Only will have the payment status as requires_capture until they are captured.
Make sure that the transaction type is set to Authorize Only on the PayPack configuration.
Click the Invoice PayPack payment link and complete a payment.
If the Sales Order matches criteria for saved search Authorize on Invoice Saved Search, the next scheduled script (PayPack Invoice Amount Capture MR) run will capture the amount on the invoice.