Authorizing and Settling Credit Card Payments

In an order, an end user can check authorization of payment by credit card and can then settle the payment, to collect the amount authorized.

For credit card authorization to be available, your Siebel Business Application must have implemented integration with another payment processor. For more information, see Siebel eSales Administration Guide.

To authorize and settle a credit card payment

1. Navigate to the quote or order with which you are working.

2. Click the Payments view tab.

3. If necessary, add a Payment Line and enter the credit card payment information, or select the payment line containing the credit card payment.

4. Perform one of the following:

   • To authorize the credit card payment, in the Payment Detail - Credit Card form, click Authorize.

   • To settle a payment that has previously been authorized, click Settle.

   • To authorize and settle a credit card payment at the same time, click Authorize and Settle.

   Your Siebel Business Application sends an authorization request to a third-party payment processing application to confirm whether the payment can be authorized, and settled, if appropriate.

Note: When the end user clicks Authorize or Authorize and Settle, credit check calls a payment processing application to approve the transaction. Sometimes an error is returned, or the payment is rejected, and the end user can use the status and any error message returned to determine the appropriate course of action.