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Go to Setup > Click on Customers > Find the Column: Actions and and select Edit. |
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A pop-up window will appear. Under the Setup tab you will see the option Show Fields, select Advanced. And near the middle of the window you will see a checkbox that states: Require Payment Upon Confirmation | | Ui steps |
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Go to Setup > Click on Settings > Find the Integrations option and select the Clearent Integration link. |
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A pop-up will appear called Clearent Integration. On the bottom, you will find a checkbox that states: Allow card Pre-Authorization By enabling this setting you will allow Pre-Authorizations to be made to customer cards. | Ui step |
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Once the above-mentioned options are enabled, whenever a new order is being added, a new option called: Pay & Confirm will appear. | Ui step |
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A pop-up window called Payment Information will appear with options to make the payment. On the Payment Method drop-down option, you must select: Credit Card (In-App) from the list. | Ui step |
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After selecting this, a new button will appear on the same Payment Information window. This button is called: Pre-Authorize. You must click this button in order to enter your credit card details. | Ui step |
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Once the credit card details are submitted, you must click on the button Pre-Autorize $[Payment Amount] where you will also see the amount that you are about to authorize. | Ui step |
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After completing all the above-mentioned steps, you will see the following message indicating the transaction was performed successfully. | Info |
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Orders with active Pre-Authorizations are identified in Order Entry > Order Summary in the Pay column. If the credit card icon is gray, the Pre-Authorization was done within 24 hours or less.  Image Removed
If the credit card icon is red, the Pre-Authorization was done more than 24 hours ago.  Image Removed
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