How Do I Authorize a Transaction?

Authorize a transaction

You're outlining a process for authorizing a credit card transaction. Here's a step-by-step guide to clarify it:

1. 
   
   • Navigate to the "Payments" Section:
     • From the main dashboard, look for the "Payments" section in the navigation menu.
     • Click on the "Payments" drop-down menu to open additional payment options.
   • In the drop-down menu, select "Credit Card" as the payment method. This will bring up the options for entering and authorizing credit card payments.
     

2. 

• Customer Information: Enter or confirm the customer’s name.
• Enter Authorization Amount: Input the amount you wish to authorize for the transaction.
• Select Card: Choose a stored card from the available options, or enter new card information (such as card number, expiration date, and CVV).
• Submit: Finalize the transaction by clicking "Submit" to authorize the payment.

Attach the Authorized transaction to an invoice

• Log in to the Dashboard: Access the merchant or admin dashboard where you manage transactions.

• Navigate to the "Payments" Section:

  • From the dashboard, find the "Payments" menu.
  • Select "Credit Card" from the drop-down list.

From the options that appear, choose "Capture" to process the transaction or "Void" if you want to cancel it.