Creating New Payment from Authorisation Record and processing Payment record separately

Ad hoc payments can easily be taken where a related authorisation record is already set up.


  1. Navigate to the authorisation record for which you wish to set up a payment. Under the payment related list for the authorisation, select New:


    Note that the authorisation field will be pre-populated with the required authorisation record.


  2. Enter the required amount, and then hit Save. This will create the payment record with the authorisation attached.

  3. Navigate to the payment record, then hit the Process payment button.


Creating and Processing New Payment from Authorisation Record

  1. Navigate to the authorisation record for which you wish to set up a payment. Click on "Payment Using Authorisation" button.
  2. A pop-up window will open.
  3. Enter the required amount, and then hit the "Process Payment" button.
  • This will create the payment record with the authorisation attached.
  • The payment would be immediately processed (2.17+). For older releases (before R2.17) the payment record would be created and will be processed through daily batch.


Creating New Payment using Existing “In Force” Authorisation from Payment Record (2.17+)


Note: If you are upgrading from an older version to 2.17 then to use this feature, you will need to update the page layout of Payment Object to add Quick Action “Process Payment Using Authorisation”

  1. Navigate to the Payments tab and create a New Payment by clicking on the “New” button.
  2. Enter the Amount and select the Payment Route option and click on Save button.
  3. Click on the “Process Payment Using Authorisation” button
  4. Select the Authorisation record against which the payment has to be processed.
  5. Click on the Process Payment button.
  1. The payment would be immediately processed through the details captured on the Authorisation record. Note that the time for collection of payment depends on the payment method (eg, card, DD, etc.) through which the payment is processed.