Introduction
With Validate Card, a hold of $1 is temporarily put on the credit card. The hold never expires, meaning that you can Validate a card six months prior to taking final payment.
It's great if you frequently have Orders placed for dates far into the future as it allows you to ensure the card's validity to use without taking full payment. This way, the Order can be edited and have prices changed before it's fulfilled and payed for.
Validate Card
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Click to edit an Order.
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Make sure the Order is set to be paid by payment gateway in the Payment Methods.
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Click to the Payments Tab.
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Under Validate Card on the bottom left, add a credit card using the plus button. If a card is already saved with the Contact, it will automatically display in the payment method box. If multiple cards are saved for that Contact, click the box to switch between cards.
- Once chosen, click Validate Card.
Once Validated, the card and payment information shows up under Order Payments.
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You can view the:
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Transaction ID
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Type of transaction made
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Last 4-digits of credit card
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Date the Validation was made
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How much was due
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Amount Validated
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Validation checks that the card is real by charging and immediately refunding $1. Once payment is finalized, the hold is removed.
Validation never expires. So you can Validate a credit card whenever you want without worrying when you will take final payment.
Take Final Payment
To take final payment, go to Take Final Payment section. Again, you can choose which card you want to charge or add a new card. Keep in mind that if a new chosen card has not yet been validated, you will have to re-do the process.
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Click 'Charge Card'.
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Click 'Yes'.
When the payment finalizes, you'll see it under Order Payments. The Amount Due now equals $0, indicating that the order is fully paid for.