You can authorize a credit card sale to ensure that the customer has enough credit available, but without actually charging the customer's account. Use authorizations when you need to take a credit card payment for material that you plan to ship at a later date, and need the credit card sale to include the freight charge for the order, that you might not know until the order is ready to ship. The actual charge to the card occurs when you ship the order to the customer.
Note: The system uses the Element credentials for the price branch to process the authorization.
For more information, see Authorizing Credit Cards Overview.
To initially authorize a credit card on an order:
From an open sales order, use the Totals hot key to the Totals screen for the order.
In the CrCard field, enter the amount of the payment the customer wants to charge to their card. The Credit Card Authorization screen displays.
Select an existing credit card, or select New to enter a new card. If you select New, manually enter the card information or swipe the card, as necessary.
Use the Auth Only hot key to pre-authorize the payment amount.
The system records the authorization amount and displays it in the Total Auth field on the order Totals screen. If the authorization is declined, the system sends a message to the user defined in the Credit Card Administrator control maintenance record at the payment branch, places an entry in the Credit Card Payment Review Queue, and changes the order's print status as indicated in the Override Print Status On Credit Card Denial control maintenance record.
Note: The Disable Auth Only Option For Credit Card Authorizations control maintenance record must be set to No for the Auth Only hot key to be available.
Save and process the order.
If an authorization fails, the system sends a notification to the user identified in the Credit Card Administrator control maintenance record, using the method defined in the Notification Method When Credit Card Auth Fails
For information about completing the authorization process, see Completing Credit Card Payment Authorizations.
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