Pre-authorizing Credit Card Amounts or Percentages

Perform these actions on the Credit Card Systems 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 Authorize Credit Card button during an order entry, the Total Amount field is populated with the fixed value default from the Credit Card Systems 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 Authorize Credit Card button during an order entry, the Total Amount field is populated with the default authorization percentage from the Credit Card Systems 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.

• The Default Authorization field value is automatically set to 100 percent to meet the surcharge disclaimer requirements, if the Surcharge check box is selected.

  Note: Authorization of service order or contract is recommended only after invoice total has been confirmed. This ensures accurate calculation of the surcharge amount.