From Sales Order Entry, you can authorize credit card payment in two ways:
When dealing with retail customers, you typically process the credit card authorization at the time of sale. But, you can also set up the authorization process beforehand so the system handles it automatically. This setup is useful when you want to collect a credit card payment when the shipping ticket prints, for example, on an order due next week. In this case, you provide the authorization information ahead of time.
Either way, you can also pre-authorize a sale amount, to put a hold on that amount before actually debiting it. Pre-authorization ensures that the customer has enough credit available to purchase the order, but without actually debiting the customer's account. A pre-authorization allocates that amount of the customer's credit limit until you authorize the sale, or the pre-authorization expires, often within seven days. Check whether your credit card processor charges for pre-authorization. You can pre-authorize sales manually or automatically.
Using Credit Card Authorization, you can also void or refund credit card charges.
To automatically pre-authorize and authorize sales, use the SOE Totals screen's CC Info hot key, which opens the Credit Card Default Billing Information screen. The Credit Card Authorization Phantom uses the information on this screen to automatically charge the customer's credit card when the order is ready to be shipped.
To begin the automatic pre-authorization process, the Credit Card Authorization Phantom tries to pre-authorize the amount of the sale. If the transaction is declined or fails for other reasons, the system changes the order status to Call When Complete. Your credit card administrator is notified by the User Job Queue. The transaction also is listed in the Credit Card Payment Review Queue.
At the time of actual payment collection, the Credit Card Authorization Phantom picks up the order information and runs an authorization approval to collect the order total. For example, the pre-authorization amount is $110.00, and the order total with shipping charge is $107.75. In this case, the Credit Card Shipping Phantom collects $107.75, and releases $2.75 back to the card's credit limit.
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