Create Manual Credit Card Charge
This guide provides a step-by-step process for manually charging a credit card. It highlights essential details like entering card information, verifying addresses, and managing multiple invoices.
To complete a manual charge:
Navigate: Main Menu>Manual Charge Authorization>Crd Card Authorization Setup
Tab: Add a New Value
Click Add
Fields required for entering manual charge:
Credit Card Type (Visa/Mastercard/Amex/etc.), Card Nbr (15 or 16 digit number), security code, expiration month and year, First name, last name, Full Amount (to be charged), Phone #(for declined cards/other issues), verify address (see envelope in panel)
Leave status "pending". The system will pick up the request at the next batched time.
Be aware - allow system to remove credit card information from the order header if you are doing a manual charge up front. This will help ensure no duplicated charges.
Manual charges may take 2-3 days to appear in accounts receivable. If needed (urgent need to release order to ship), please alert the AR team to remove any credit holds once you have an authorized manual charge. AR works holds throughout the day.
Chapter 1: Step by Step Panels/Process
Chapter 2: Manual Charge "notes" on order
Chapter 4: Manual Charge "Extra" Info
Link: https://scribehow.com/viewer/Manual_Credit_Card_Charge__-1DSHZzcQXSah9WOeXIhqQ