Getting Credit Card Authorization Automatically on Sales Orders

You can customize sales orders to always get credit card authorization by default. This eliminates the need to manually check the Get Authorization box on each order.

To customize sales order forms, go to Setup > Customization > Transaction Forms (Administrator) and click Customize next to the standard sales order form. On the custom form, click the Screen Fields subtab and then click Payment. Check the boxes as follows:

• Check the Get Authorization box to use the Get Authorization box on the form.

• Check the Show box to display the field on the form. Clear the Show box to hide the field.

• Check the Default Checked box to set the default value for the Get Authorization box. The Get Authorization box is now automatically checked on this form unless you manually clear it.

If the Default Checked box is checked but the Show box is not checked, orders that use this form and have credit card information entered still attempt to authorize the charge when saved.

If the Display Type field is set to Inline Text, then the Get Authorization field shows Yes or No, depending on your setting for Default Checked.

When the customization is complete, and you save an order that uses the custom form set to Default Checked that includes the customer's credit card information, the merchant account gateway automatically authorizes the credit card. If the authorization fails, you are notified and must change the payment information before resubmitting the order.

Please note the following about using the Get Authorization box:

• When you customize a form, if you set both of the fields Get Authorization AND Credit Card Approved to Default Checked, the setting for Get Authorization does override the setting for Credit Card Approved. In such a case, the Get Authorization box is the only one of the two fields checked on the form.

• The Get Authorization box is not displayed when you view a transaction, only when you edit it.

• On a transaction, if both the Get Authorization AND Credit Card Approved boxes are checked AND a credit card number is not entered on the order before it is saved, when you edit the order later, the Get Authorization field is unchecked.

• For orders created through your Web Store, the preference to Require Authorization for Credit Card Transactions does override the setting for Default Checked.

General Notices