Manual Credit Card Settlement

 

Authorization and settlement can be configured as a two-step process through the shopping cart module. To setup the cart for manual settlement go to your payment gateway settings, under the payment method setup section and check the checkbox titled “Authorization Only”.

 

Take the following 2 steps to manually authorize and settle a credit card:

 

 

Step 1 – Credit Card Authorization

 

When your customer successfully checks out and purchases a product, the shopping cart will send an “Auth Only” transaction to the payment gateway.  The Auth Only transaction will verify that your customer has funds on their credit card and it reserves funds for purchase reducing the available balance on the credit card. Additionally, when your customer successfully checks out and purchases a product from the shopping cart, the module sets the status of the order to an “Open” status.

 

Step 2 – Credit Card Capture and Settlement

 

After you have physically shipped your product, then you will need to go into the “Manage Orders” screen and settle the credit card transaction for the order.