How to Authorize a Credit Card

You can enter credit card information for an order, and authorize charges for a credit card in the Operations App.

Credit card authorization is an approval from a card issuer, usually through a credit card processor, that the customer has sufficient funds to cover the cost of the transaction, and also confirms whether the card is valid.
To authorize credit cards in the Operations App you need to set up the MPS/Mercury Payment Systems section of the global options Accounting tab. See Setting Up Credit Card Processing.

Quick Tip: The Reference Code displayed after a card is added is a token from Plug N Pay that can be used when reconciling orders.

For an Order

Go to On Demand > Orders.
Find and double-click on the order you would like to add credit card information to.
On the Editing Order form, click the Bill Credit Card icon at the top.
In the Credit Card Authorization form, enter the card details as provided by your customer. If the customer has a card already on file, it will populate automatically.
Click Authorize. The Approved message will pop up when the card is valid and authorized for the charges on the order.
Click Save.
Save and Close or Save the order.

Quick Tip: See How to Process Credit Cards for information on how to delete credit card authorization.

Customers must have a default card in their customer record.

Go to Maintenance > Customers and select the customer you would like to add the default credit card to.
In the Accounting tab click Add New Card.
Enter the customer’s card details and click Authorize when completed.
Select the card so that it is highlighted and click Set Card as Default.
Optional. Check Bill Invoices With Default Credit Card if the customer would like to pay all their invoices with this card as well.

Create an invoice batch. See How to Create a New Invoice Batch.
1. Go to Actions > Invoices > Invoice Center.
2. Right-click in the white box and select New Batch.
Review the invoices.
Right-click on the batch and select Special > Authorize Batch(es) for Credit.