Modifying the charge-related configurations of a payment type

You can modify the charge-related configuration of a payment type.

1. Navigate to the Payment Type Details screen. To navigate to the Payment Type Details screen, perform the following steps:
   1. Log in toSterling™ Business Center as a system administrator or a system setup administrator.
   2. From the System Setup Home page, expand the Payments menu, and then click Manage Payment Types.
   3. The Payment Types Search screen is displayed. In the Payment Types Search screen, enter the search criteria, and click Search to perform a basic search.
   4. The payment types matching the search criteria are displayed. Click the Payment Type ID hyperlink.

   The Payment Type Details screen is displayed.

   Note: If there is only one payment type matching the search criteria, the details of the corresponding payment type are automatically displayed.
2. Click the Charge tab in the Payment Type Details screen.
3. In the Charge Sequence box, enter the preferred charge sequence for the payment type, 0 being highest.
4. In the Cash Back Limit box, enter the amount of cash that can be withdrawn in a single transaction using the specified payment type. Cashback amounts on a payment method, cannot exceed the cashback limit.
5. Select Charge Up To Available check box, to allow charging up to the available amount.
6. Select Processing Not Required if you want to create a pre-processed Charge Transaction record of type CHARGE for the selected payment type. For example, cheque or cash.

   Notes:

   • This flag indicates that the selected payment type is already processed.
   • If Processing Not Required is selected for any payment method, the payment method must be added by calling the capturePayment API with the operation of Collect.
7. Select Payment Void Supported if you want to void the payment type for the particular transaction.
8. Select Charge Instead of Authorize if you want to create a charge request for this payment type instead of an authorization request.
9. From the Authorization Reversal Strategy, select any one of the following:
   1. Do Not Reverse: Select this option if you do not want to implement an authorization reversal strategy. By default, Do Not Reverse is selected.
   2. Reverse When Expired: If you select this option, a reverse authorization request is generated when an authorization expires.
   3. Reverse Excess: Select this option to reverse the excess authorization when an authorization exceeds the order total or settlement request. This option reverses expired authorizations and any charge request transaction that is not usable.
10. Select Partial Reversal Supported if Reverse Excess is selected in the previous step to reverse the authorizations in excess of the order total by reversing the excess authorization amount only. If Reverse Excess is selected but Partial Reversal Supported is not selected, then, the entire authorization amount is reversed and a new authorization for the order total is submitted.
11. Select Support Zero Amount Authorization if you want to support zero amount authorization for this payment type.
12. Select Charge Consolidation Allowed if you want to consolidate charge requests. If this option is selected, the existing charge transaction record is updated for all the transactions for a given order of the selected payment type instead of a new transaction record being inserted.
13. If you have selected Charge Consolidation Allowed in the previous step, then, enter the timeframe (in hours) for charges to be consolidated within.
14. In the Hours Before Authorization Expiration box, enter the number of hours before authorization for a particular payment type that expires.
15. In the Hours Authorization Can Still Be Reversed box, enter the number of hours that authorization for a particular payment type that can still be reversed.
16. Click Save.