Introduction

Below you will learn how to use the Payments tab within an individual order. This can be useful if you need to manually validate or pre-authorize a credit card or when a payment does not clear in the Awaiting Payments tab.

You will learn how to:

• Take payment for an individual order

• Validate or pre-authorize a credit card

• Choose different credit cards and manually enter a credit card

• Void an expired authorization

To read how to charge a credit card with the Validate Card option, Click Here.

To read how to charge a credit card with the Pre-Auth Card option, Click Here.

View Orders in Awaiting Payments

1. Select the Eye to View/Edit for the order you need to charge.

    

   

    

2. Navigate to the Payments tab.

Take Payment with Card Validation

If the accounts Payment Settings are set to Validate, follow this process to take payment

1. Choose the credit card you want to charge, if multiple are on file. If you need to manually add a customer's credit card, select the plus button to add.

2. When card is validated, the $1.00 transaction hold will show up under Order Payments.

3. Select Charge Card. System will ask if you are sure you want to take this payment.

4. The payment and details will show up under Order Payments.

Take Payment with a Pre-Authorized Card

If the account Payment Settings are set to Pre-Authorize a card follow the steps below. The process is very similar to Validate Card option with a few key differences.

Note that a Pre-Authorization will expire after a given amount of time. These are dependent on your payment gateway and listed below:

• Stripe: 7 days

• Square: 7 days

• Authorize.net: 30 days

• FreedomPay: 30 days

• SagePay // Opayo : 30 days

1. Within the order Payments Tab, select 'Authorize Outstanding'

2. When card is authorized the pending amount on hold will show up under Order Payments. Under Type, see Authorization listed.

   

    

3. Hover over "?" near the date to see what date and time the Authorization expires.

4. Select Charge Card. System will ask if you are sure you want to take this payment.

   

5. The payment and details will show up under Order Payments. Now under Type, see that Payment is listed. The amount on hold has now been finalized.