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 link
- On the invoice page, select the Receive Payment link
- From the Method list select Authorize Credit Card or Authorize ACH as required
- Enter the payment information and click Save Payment
- 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
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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