How to manage orders and payments
Authorizing a Credit Card or ACH Method
In some cases, a client may wish to be charged in the future as part of payment plan without making a current payment. So the client does not need to provide their payment information at a later date, an administrator can authorize credit cards and ACH methods for later.
- From the Orders page select an Invoice linkSign in to a PlayerFirst website.
- On the invoice page, select the Receive Payment linkFrom the Method list select left navigation, click Sales > Invoices.
- Find and select an invoice belonging to the account you want to add a payment method to.
- Click the Schedule Payment icon.
- Amount: To authorize a payment method without charging it, leave the amount as $0.00.
- Method: Select Authorize Credit Card or Authorize ACH as required.
- Enter the payment information and click Save PaymentChanges.
- The card will be authorized and after the page refreshes should appear as a payment option under both the Receive Payment and Schedule Payment links
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| ACH charges are much like checks and can come back with non-sufficient funds after they appear to be electronically approved. The initial approval process only validates that the bank account and routing number is available. |
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