Getting Credit Card Authorization Automatically on Sales Orders

You can customize sales orders to automatically get credit card authorization. This saves you from having to 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:

If the Default Checked box is checked but not the Show box, orders with credit card information will still try 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 you're done customizing and save an order with credit card information, the gateway automatically authorizes the card. If authorization fails, you're notified and need to update the payment information before resubmitting.

Please note the following about using the Get Authorization box:

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