Pre-authorizing a Credit Card Payment

If you use Payment Processing, you can click Pre-authorize on the O/E Order Entry screen to pre-authorize a credit card payment for an order.

If you use Payment Processing, you can click Pre-authorize or Quick Pre-authorize on the O/E Order Entry screen to pre-authorize a credit card payment for an order.

For more information, see About Pre-authorizing, Capturing, and Forcing Credit Card Payments.

must be installed and running on the workstation you are using to pre-authorize the payment.
You must have a working Internet connection.

To pre-authorize a credit card payment:

After pre-authorizing a credit card payment

After posting the order, you can capture the pre-authorization either when the order is shipped (using the O/E Shipment Entry screen) or when the order is invoiced (using the O/E Invoice Entry screen).
The options available for capturing individual pre-authorizations depend on the settings you specify on the PMT Options screen. For more information, see Payment Processing Help.
You can use the O/E Capture Payments With Invoices screen to capture and invoice pre-authorized payments for multiple Order Entry documents. For more information, see Capturing and Invoicing Pre-authorized Credit Card Payments.
If you want to void the pre-authorization, you can click the Void Pre-auth button on the O/E Order Entry screen.