Using Worldpay Devices for Partial Authorizations

Partial authorizations occur when a customer's credit card is authorized only for a portion of the invoice amount. For example, the invoice amount is $200, but the customer's HSA card is only approved for $100. When a partial authorization occurs, a message appears showing the authorized amount and allows you to accept or decline the transaction.

Your options for handling a partial authorization include the following:

  • Accept the partial authorization and add a payment for the remaining invoice amount using a different credit card or other payment type.
  • Decline the partial authorization and add a payment for the full invoice amount using a different credit card or other payment type.
  • Decline the partial authorization, take a deposit by changing the payment amount for the invoice to the partial authorization amount, and process the partial payment using the original credit card.

This section explains how to use the Worldpay devices to process payments for partial authorizations.

  • These steps explain how to process a payment when you invoice an order. They also apply to processing payments for the following:Outstanding balancesMiscellaneous paymentsPatient insurance balances See Recording Miscellaneous Payments and Applying Patient Insurance Balance Payments.
  • The ability to use multiple credit cards in a single payment window in AcuityLogic is available only with the Worldpay integration.
  • If a message appears indicating that an authorization could not be delete automatically, the credit card holder will need to contact their credit card company to have the authorization removed. In a future version of AcuityLogic, an integration will run periodically to remove authorizations older than two hours.

Topics include the following:

  1. Verify that the device is ready.
  2. From the AcuityLogic POS Patient Orders window, click Generate Invoice.

    The Invoice window opens and displays all orders that have been priced and need to be invoiced.

  3. (Optional) Deselect the check box next to orders that you do not want to include on the invoice.

  4. In the Payments section, click Add Payment.

  5. From the Payment Type drop-down list, select Credit Card or a credit card type, and click OK.
    The AcuityLogic invoice will show the credit card type used even if you accidentally select the wrong credit card type.
  6. If you have more than one device added, select the device from the dialog window that appears and click Proceed.
    If multiple users select the same device to process payments simultaneously, the payment transactions may fail.
  7. When the device prompts you for the credit card, perform one of the following steps:
    • Insert an EMV-enabled chip credit card into the card slot and wait for the prompt to remove the card.
    • Swipe a magnetic strip credit card.
    • Hold an NFC/contactless-enabled card or mobile wallet device near the card reader.

    If prompted, follow any directions shown on the device screen. For example, a PIN may need to be entered.

  8. In the New Authorization Amount confirmation message window, click Yes to accept the payment amount indicated.

    The payment for the partial authorization amount appears in the Payments grid. The payment in the Payments grid indicates an authorization was obtained.

  9. To add the credit card payment for the remaining invoice amount using another credit card, repeat steps 4–7.
  10. In the Authorization Success confirmation message window, click Close.

    The payment for the remaining invoice amount appears in the Payments grid. The payment in the Payments grid indicates an authorization was obtained.

  11. Click Complete Payment.

    The credit cards used are charged and the AcuityLogic invoice opens in a new web browser window. The invoice displays the payment type used for each credit card, six-digit credit card authorization numbers, and the last four digits of each credit card number. For security purposes, the other digits of the credit card numbers are masked.

    The credit card receipts also open in a new browser window.

    If the credit card receipts do not open, you may need to update your browser's popup window settings.
  12. To print the invoice or receipts, click the Print button in the browser windows.

    If you need to print the invoice after the transaction has ended, click the Transactions tab and click the Print icon for the sale.

  1. Verify that the device is ready.
  2. From the AcuityLogic POS Patient Orders window, click Generate Invoice.

    The Invoice window opens and displays all orders that have been priced and need to be invoiced.

  3. (Optional) Deselect the check box next to orders that you do not want to include on the invoice.

  4. In the Payments section, click Add Payment.

  5. From the Payment Type drop-down list, select Credit Card or a credit card type, and click OK.
    The AcuityLogic invoice will show the credit card type used even if you accidentally select the wrong credit card type.
  6. If you have more than one device added, select the device from the dialog window that appears and click Proceed.
    If multiple users select the same device to process payments simultaneously, the payment transactions may fail.
  7. When the device prompts you for the credit card, perform one of the following steps:
    • Insert an EMV-enabled chip credit card into the card slot and wait for the prompt to remove the card.
    • Swipe a magnetic strip credit card.
    • Hold an NFC/contactless-enabled card or mobile wallet device near the card reader.

    If prompted, follow the directions shown on the device screen. For example, a PIN may need to be entered.

  8. In the New Authorization Amount confirmation message window, click No to decline the partial authorization.
    Declining the partial authorization cancels the authorization obtained.
  9. To add the credit card payment for the full invoice amount using another credit card, repeat steps 5–7.
  10. In the Authorization Success confirmation message window, click Close.

    The payment for the full invoice amount appears in the Payments grid. The payment in the Payments grid indicates an authorization was obtained.

  11. Click Complete Payment.

    The credit card used is charged and the AcuityLogic invoice opens in a new web browser window. The invoice displays the payment type used, a six-digit credit card authorization number, and the last four digits of the credit card number. For security purposes, the other digits of the credit card number are masked.

    The credit card receipt also opens in a new browser window.

    If the credit card receipt does not open, you may need to update your browser's popup window settings.
  12. To print the invoice or receipt, click the Print button in the browser windows.

    If you need to print the invoice after the transaction has ended, click the Transactions tab and click the Print icon for the sale.

  1. Verify that the device is ready.
  2. From the AcuityLogic POS Patient Orders window, click Generate Invoice.

    The Invoice window opens and displays all orders that have been priced and need to be invoiced.

  3. (Optional) Deselect the check box next to orders that you do not want to include on the invoice.

  4. In the Payments section, click Add Payment.

  5. From the Payment Type drop-down list, select Credit Card or a credit card type, and click OK.
    The AcuityLogic invoice will show the credit card type used even if you accidentally select the wrong credit card type.
  6. If you have more than one device added, select the device from the dialog window that appears and click Proceed.
    If multiple users select the same device to process payments simultaneously, the payment transactions may fail.
  7. When the device prompts you for the credit card, perform one of the following steps:
    • Insert an EMV-enabled chip credit card into the card slot and wait for the prompt to remove the card.
    • Swipe a magnetic strip credit card.
    • Hold an NFC/contactless-enabled card or mobile wallet device near the card reader.

    If prompted, follow the directions shown on the device screen. For example, a PIN may need to be entered.

  8. In the New Authorization Amount confirmation message window, click No to decline the partial authorization.
    Declining the partial authorization cancels the authorization obtained.
  9. In the Payments section, click Cancel for the payment you were adding to remove the payment.

    In the Priced Orders to be Invoiced section, the order check boxes and fields in the Pay column become editable.

  10. Update the amount in the field in the Pay column for each order so that the total equals the partial authorization amount.
    The value entered in the Default Deposit Percentage field in the Company Information window in AcuityLogic Admin determines the minimum amount that can be processed for a partial payment. If necessary, a manager can override the minimum payment amount by entering their credentials when prompted.
  11. To add the credit card payment for the partial authorization amount using the original credit card, repeat steps 4–7.
  12. In the Authorization Success confirmation message window, click Close.

    The payment for the deposit amount appears in the Payments grid. The payment in the Payments grid indicates an authorization was obtained.

  13. Click Complete Payment.

    The credit card used is charged and the AcuityLogic invoice opens in a new web browser window. The invoice displays the payment type used, a six-digit credit card authorization number, and the last four digits of the credit card number. For security purposes, the other digits of the credit card number are masked.

    The credit card receipt also opens in a new browser window.

    If the credit card receipt does not open, you may need to update your browser's popup window settings.
  14. To print the invoice or receipt, click the Print button in the browser windows.

    If you need to print the invoice after the transaction has ended, click the Transactions tab and click the Print icon for the sale.

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