Completing Credit Card Payment Authorizations
(Authorizing is formerly known as "pre-authorizing")

• Automatic Shipping Ticket Phantom - When the authorization method is Authorize Only Before Shipment, and the print phantom selects a transaction to process that has a credit card attached to the order, the phantom triggers the communication with Element Payment Services to process the initial authorization and hold the funds against the customer's credit limit. For more information, see Printing Shipping Tickets Automatically.

Processing the order as a Pick-Up Now does not trigger the card handling event indicated by the selected authorization method.

• Credit Card Authorization Phantom - Use the Credit Card Authorization Phantom to select invoices on which to process payment. If open authorizations are found among the invoices, the phantom completes the initial authorization payment for the actual invoice amount. See the procedure below for more information.

• Starship Shipment Confirmation - When the system receives a shipment confirmation posting from Starship, the system triggers the communication with Element Payment Services to complete the transaction for the credit card payment.

• Order Totals in Sales Order Entry - Change the payment type to Sale in the actual sales order. See the procedure below for more information.

1. From the A/R > Utilities menu, select Credit Card Authorization Phantom to display the Credit Card Authorization Phantom screen.

2. In the Br/Tr/All field, enter the branch or territory from which you want the Phantom to select invoices. To include all branches or territories, type All.

3. In the Print Stat field, enter one of the following to select invoices with a particular print status:

Print Status Option	Description
P	Selects the invoice and includes it in the Detailed Invoice Preview report. This is a typical print status setting for an invoice.
Q	Selects the invoice and includes it in the Invoice Preview Queue, if that program is used before the Detailed invoice Preview report.
N	Assigns a "no print" status to the invoice.
B	Makes the invoice available to the Print Invoices program.
M	Places a flag on the manifest.

4. Use one of the following hot keys to run the Phantom and charge credit cards for the invoices that the system finds:

• Begin - To run the authorization immediately.

• Schedule - To schedule the authorization to run at a later time.

1. In the Totals screen of the sales order, use the Pymnts hot key, and select the authorized credit card payment.

2. Update the payment amount as necessary to include the proper freight amount.

3. Use the Sale hot key to complete the authorization.