Watch the brief tutorial below:
Validate Card
Click to edit an Order.
Make sure the Order is set to be paid by payment gateway in the Payment Methods.
Click to the Payments Tab.
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.
You can view the:
Transaction ID
Type of transaction made
Last 4-digits of credit card
Date the Validation was made
How much was due
Amount Validated
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.
Click 'Charge Card'.
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.
Confirm and Send Receipt to Customer
Select Reconfirm to send a Confirmation Email of the payment to the Customer. This acts as the 'receipt". A copy of this message is found in the Messages Tab.
That's how you Validate a Credit Card and take Final Payment for an Order!