Auto Authorize Payments

CommercePro Auto Authorize Payments

Auto authorize payments allows you to automatically reauthorize credit cards to prevent a credit card authorization from expiring, capture remaining amounts for back ordered items, authorize a higher amount than the original transaction, and more.

This feature provides merchants with the exact authorization expiration date from the credit card processor and reduces loss of revenue and customer service challenges due to expiring credit card authorization if there is a delay in shipping or the item is back ordered.

Credit card payment authorizations that are close to expiring can be enabled to auto-update the authorization date.

  • Depending on the expiration settings selected, the expiration date for the credit card payment can be extended a week or more.

To Enable this Feature

  1. Go to the Receivables workspace.

  2. Click Customer Classes.

  3. Go to the Default Financial Settings section.

  4. Select the Captures More Than Originally Authorized Amount checkbox.

  5. Click Save.

  6. Go to the Banking workspace.

  7. Click Processing Centers.

  8. Select a Paya payment method.

  9. Go to the Paya Settings tab.

  10. Enter the number of days in the Authorization Expires After field.

    1. This field designates the number of days the payment expiration should be extended.

  11. Select the Auto-authorize for Remaining Balance Amount checkbox.

  12. Click Save.

How to Apply

  1. Create a sales order, and include all of the following conditions:

    • Select at least one stock item that can be set to back order or have unavailable quantities.

    • Select at least one stock item with available quantities.

    • Select stock items from different warehouses.

  2. Save the order and authorize a credit card payment, using a Paya payment method.

  3. Go to the Action menu then select Create Shipment.

  4. The Shipment screen will appear.

  5. Go to the Action menu then select Confirm Shipment and save.

  6. Go to the Action menu then select Prepare Invoice.

  7. Capture the amount from the Invoice screen and if enabled get auto authorized for the balance amount.

  8. Auto-authorization will be visible on Invoice screen, Sales Orders screen and Payment Processing Log screen.

  9. Repeat steps 3 – 5, if necessary, for additional stock items in the order.

  10. Go to the Update Authorization Expiration Dates screen and process.  Also, mention the setup scheduler for the auto authorization expirations.

Troubleshooting Tips

To troubleshoot errors related to the expiring payment function, make sure the Paya plug-in has been configured, along with the associated payment methods.