A pop-up window will appear called Clearent Integration. On Under 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 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
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