It is recommended that the amount you authorize against a customer’s credit card only include the sum of products available to be shipped along with any applicable taxes and freight on the order.  Any line items in a backorder status should not be included in the total to authorize. Once the backorder line(s) are shippable the batch authorization report should be executed against them to obtain an authorization for those items. However, you can choose to configure your system to include the amount of backorder and/or future dated lines in the original authorization should you choose.

Step 1

If credit card processing is desired during sales order entry be sure to select the payment instrument (i.e. ‘?’) allowing the credit card prepayment processing utilizing the SmarterCommerce interactive credit card authorization process to execute.

Step 2

Complete all sales order detailed lines within the sales order detail revisions application including any back-ordered items. Once all sales order detail lines are complete press OK to go to the Order Acceptance screen. Now, click CC Processing button to go to the Credit Card Payments screen. Note that the Amount Due may/may not include the backorder/future lines based on Processing option settings.

Step 3

Now, you will have several options available to pay for the order. Choose a payment method.

Step 4

Once a payment has been made be sure to click Update as needed and then click OK to save the order.

Please note if you are setup to authorize a freight up-charge it will be included in the authorization.  During backorder release another up-charge will not be authorized unless the amount or percentage to be utilized has not been met. Therefore, if your order is 100% backorder instead of authorizing use the store credit card option.  This will cause the freight up-charge to authorize with backordered product when it releases and not at order entry.