Pre-authorizing Credit Card Amounts or Percentages
When credit card authorization is performed, by default the amount authorized is
assumed to be one currency unit (for example, one dollar or one Euro). However, some
companies need to validate funds upon authorization, as well as the credit card number.
This can be done using the Credit Card Interface
Parameters form.
Perform these actions on the Credit Card Interface Parameters form:
- To specify a fixed default amount to be authorized with every credit card authorization, set the Default Authorization field to Amount and then specify the value of currency that should be authorized. When the user clicks the button during an order entry, the Total Amount field is populated with the fixed value default from the Credit Card Interface Parameters form. By default, this value is set to zero in compliance with industry standards.
- To specify a default
percentage to be authorized with every credit card authorization, set the Default Authorization field to
Percent and then specify the percent of the
order value that should be authorized. When the user clicks the button during
an order entry, the Total
Amount field is populated with the default authorization percentage from
the Credit Card Interface Parameters form,
multiplied by the order total. Note: The Default Authorization field applies only for service orders and sales orders.
- For contracts, specify the amount to use when a contract is authorized to be paid by credit card in the Contract Authorization Amount.