V8 - Deciphering prefix codes on payment transaction reference numbers
The system adds a prefix before some reference numbers on payment transactions to help you identify the avenue through which a credit card or ACH payment was made in MerchantTrack.
Payment transaction prefix codes for MerchantTrack transactions
- INV. Indicates that the customer paid the invoice online.
- SO. Indicates that a credit card payment was made as a deposit during the creation of a sales order.
- No prefix (invoice payments). When no prefix is generated, indicates that the payment was made via the invoice record’s Receive payment option on the Actions menu of the Invoices list.
edit_noteNOTE: The prefix codes listed above are system-generated and are in addition to any prefixes that you have established for your sales order and invoice transaction numbers in their respective Sales settings. For example, if you have established the prefix INV for all your company's invoice transactions, the resulting payment transaction number for an invoice paid online will begin with INVINV.
edit_noteNOTE: Because charges on a sales receipt are pre-paid, the system does not generate a payment transaction for sales receipts. Thus, no prefix is necessary.
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