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 Worldpay 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, click Totals to display the Totals tab for the order.
In the
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.
From the Transaction menu, select AuthorizationOnly to authorize the payment amount.
The system records the authorization amount and displays
it in the
Note: The
Save and process the order.
If an authorization fails, the system sends a notification
to the user identified in the
For information about completing the authorization process, see Completing Credit Card Payment Authorizations.
See Also: