Credit Card Invoice

We have some customers that want to get a zero dollar invoice when they use a Credit Card. Is there a way to get a zero dollar invoice for Credit Card orders in Kinetic? I have not found it yet.

thanks Kim

Hi Kim. Which credit card solution are you using? Since you wrote “Credit Card orders in Kinetic”, you presumably are using Epicor Payment Application and Epicor Payment Gateway, but clarifying that will help you get the answer to your question.

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We are using the functionality in Epicor but use PayPal as the gateway. (I am very new to CC processing so not sure I go this right). We do not use the Epicor Payment Gateway, I know that for certain.

I am just trying to grasp how it works in Epicor.

@Kimberley
In the past I used a data directive auto print rule to auto print the invoice and email through print routing rules.
This was a tricky BPM to write, I think I had the auto print BPM run after the invoice was posted and only if the balance was zero and the invoice group id was equal to what is configured in company config for CC invoice.

Ok, I think I understand what you are doing but i didn’t think CC items create invoices since it is already paid and the balance would be zero. There is nothing to post. Or do you still create the invoice but it would just be zero dollar?

CC shipments do create invoices and post automatically, so you never see them in your AR invoice groups.
Take a look at sales order tracker for one of your credit card orders that has shipped, you will see the related invoices.
If you want to find them in a BAQ, grab the default group prefix from company config - sales - order. find all invoices where the invoice group starts with that prefix.
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Hopefully your credit card configuration screen has credit card failure stops shipemtn turned on :slight_smile:
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I do see the invoice in SO Activity but it shows a balance due not $0. If the CC processed I would think the invoice would show a zero balance.

@Kimberley I think we already had our form updated to show balance, I think I missed that step.

@bderuvo What process did you set the data directive? I’d like to do a print break routing to send these invoices to the AR department or straight to the Customer.