Completing Credit Card Payment Authorizations

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 Worldpay Payment Processing 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 Worldpay Payment Processing 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.

You can also use the Credit Card Payment Review Queue to review payments, authorization, declines, and failures. However, the review queue does not contain an Approve option. Address authorizations and declines in each individual transaction.

After the transaction processes and the credit card is charged, any additional monies set aside during the authorization are released. For example, the authorization amount is $110.00, and the order total, with shipping charges, is $107.75. The Credit Card Authorization Phantom collects $107.75 and releases $2.25 back to the credit limit.

Important: The system collects the balance on the order, regardless of the original authorized amount. Depending on the final total, there are potential implications based on some credit card company operating regulations that could change your interchange rate qualification and the risk that a transaction might be subject to a charge back. For more information about avoiding this scenario, see Authorized Credit Card Payment Example.

From the A/R > Utilities menu, select Credit Card Authorization Phantom to display the Credit Card Authorization Phantom window.
In the Branch/Territoryfield, enter the branch or territory from which you want the Phantom to select invoices. To include all branches or territories, type All.
In the Print Status 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.

Select one of the following to run the Phantom and charge credit cards for the invoices that the system finds:

File > Begin - To run the authorization immediately.
Options > Schedule - To schedule the authorization to run at a later time.

In the Totals tab of the sales order, click Change Payment, and select the authorized credit card payment.
Update the payment amount as necessary to include the proper freight amount.

From the Transaction menu, select Sale to complete the authorization.

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

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