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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.
Select the Eye to View/Edit for the order you need to charge.
Navigate to the Payments tab.
Validate Card and Take Payment
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.
Pre-Authorize a Credit Card and Take Payment
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
Select Authorize Outstanding.
When card is authorized the pending amount on hold will show up under Order Payments. Under Type, see Authorization listed.
Select Charge Card. System will ask if you are sure you want to take this payment.
Hover over "?" near the date to see what date and time the Authorization expires.
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.
