Handling shipments for a Credit Card Order when integrated with CloudSuite Distribution

  1. Specify a new order for a customer.
  2. Click Collect Payments. The SXe Collect Payments form is displayed.
  3. Set the value in the Payment Type field to Credit Card.
  4. Set the value in the Credit Card Transaction Type field to Authorize.
  5. Click Authorize.
    Note: The Authorize option is enabled only when the value in the Credit Card Transaction Type field is set to Authorize.
  6. Specify the required information on the Credit Card Payment Information form.

    For more information, see Adding Customer Credit Card Information.

  7. Authorize the credit card according to the pre-authorization method the system uses.

    For more information, see Pre-authorizing Credit Card Amounts or Percentages.

  8. Run order invoicing. The associated sales order is updated to Shipped status in CloudSuite Distribution (CSD).
  9. Invoice the sales order in CSD. After the invoice is processed, the credit card is charged with the due amount.
    Note: 

    If the Credit Card Transaction Type field is set to Sale, you can:

    • Make instant payment transactions.
    • Create multiple payment transactions using the same or different credit cards.