Shipping and Invoicing Credit Card Orders

Single Shipments

1. Enter a new order for a customer and click Pay with Credit Card.
2. On the Credit Card Payments form, specify the appropriate information.  See Adding or Updating Customer Credit Card Information. Then authorize the credit card according to the pre-authorization method your system uses. For more information, see  Pre-authorizing Credit Card Amounts or Percentages.
3. Specify the Ship Method.  For more information, see Setting Up Shipping Charges for Credit Card Customers.
4. Ship the order.
5. (Optional. This step is usually performed only if the order fulfillment process takes more than a few days and you want to verify that funds are still available.) Run the Credit Card Shipping Authorization Utility, which reauthorizes the credit card for the amount of the order that has been shipped but not invoiced.
   Note: If the authorization fails, you should reverse the shipment within the system to prevent the order from being fulfilled without proper funds. If the order remains shipped, your company runs the risk that the credit card processing might fail when invoicing is performed.
6. Run order invoicing to charge the credit card for the amount due.

Multiple Shipments

1. Enter a new order and click Pay with Credit Card. This indicates that the order is to be paid by credit card, and all future invoices generated from the order will attempt to charge the same card.
2. On the Credit Card Payments form, specify the appropriate information.  See Adding or Updating Customer Credit Card Information. Then authorize the credit card according to the pre-authorization method your system uses. For more information, see  Pre-authorizing Credit Card Amounts or Percentages.
3. Partially ship the order in the system.
4. (Optional. This step is usually performed only if the order fulfillment process takes more than a few days and you want to verify that funds are still available.) Run the Credit Card Shipping Authorization Utility, which reauthorizes the credit card for the amount of the order that has been shipped but not invoiced. Assuming that the authorization is successful, the order leaves the warehouse. Invoicing is not yet performed.
5. Perform another partial shipment to complete the same order.
6. (Optional. See above.) Run the Credit Card Shipping Authorization Utility, which reauthorizes the credit card for the amount of the order that has been shipped but not invoiced.
   Note: If the authorization fails, reverse the second shipment for the order. Run the Credit Card Shipping Authorization Utility again, to try to reauthorize the order for the original amount of the first shipment. If this try is successful, the funds will be held until invoicing and nothing further needs to be done. If the order remains shipped after a failed attempt, the company runs the risk that the credit card processing may fail at the time invoicing is performed.
7. Run order invoicing to charge the credit card for the amount due.

Notes

• To prevent additional fees, if you try to perform a second authorization against an order, a warning message is displayed to confirm the request. Click Yes to confirm or No to deny the reauthorization.
• Consider the authorization and the sale as two separate transactions. A sale does not require an authorization, although it can reference one and attempt to convert it. This is called a capture.
• A $0 authorization (card verification) is never captured. Any charges against the card that was used for authorization are handled as sale transactions. In a partial shipment scenario where you plan to use the Credit Card Shipping Authorization utility, the initial authorization is typically for $0. Then you use the reauthorization utility before invoicing to authorize the correct amount for the shipments that have been posted but not yet invoiced. Then invoicing captures the authorization that was created by the reauthorization utility.