How To Authorize A Credit Card Tender
You can use the Payment Portal to add a payment event for a tender that requires authorization. The following steps explain how to do this.
If your organization is using the base tender authorization functionality, you can navigate through the pages as follows:
• Open > >
• The Add CIS Payment zone only expands if there's an account in context. To expand this zone, either search for an account using Control Central or use the Tender Search available on the Payment Portal.
• Use the Add Payment button to add a payment for the account displayed in the zone.
◦ Use Distribute Action to describe what you'd like to have happen when you click the OK button. The dropdown contains the following values - Distribute and Freeze if OK, Manual Distribution and Manual Distribution - Multiple Payments
Note:
The Distribute and Freeze if OK and Manual Distribution options are also present on the Distribute Action on the payment event add dialog screen. The third option, Manual Distribution - Multiple Payments, is special for credit card authorization processing. This option is similar to the Manual Distribution option except that the user is navigated to the Payment Event maintenance page after authorization has taken place.
• If the Tender Type selected requires authorization (e.g., credit card payments), additional authorization details are required (e.g. credit card type, credit card number, etc.). This information is displayed in the Credit Card Information section.
Note:
Authorizing Tenders. Only one tender that requires authorization can exist for a single payment event.
• The Authorization Override checkbox is only displayed if the tender type selected requires authorization. Use the Authorization Override checkbox to indicate whether or not tender authorization should take place. If Authorization Override is checked, an authorization code must be entered and the system bypasses the authorization web service call.
• Click OK to save the payment and navigate to the appropriate page.
• Assuming the credit card is accepted, the authorization code returned by the credit card authorization provider is captured as a tender characteristic.
• If the credit card is declined, the tender will not be added.
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