Taking a Card Payment on a Sales Order

Taking a Card Payment on a Sales Order

When a customer is ready to pay for a confirmed sales order, you can collect their credit card payment directly from the invoice. CloudFFL supports two payment processors — NMI and Authorize.net — and the steps are nearly identical for both.

Step-by-Step: Collecting Payment

1. Open the Sales Order you want to collect payment on. Make sure the order is in Confirmed status. If it still says "Quotation," click Confirm first.
2. Click Create Invoice at the top of the sales order. Choose Regular Invoice and click Create and View Invoice.
3. On the invoice screen, click Register Payment.
4. In the payment form, select your card payment method from the Journal dropdown:
   • NMI — if your store uses NMI for payment processing
   • Authorize.net — if your store uses Authorize.net
5. The secure card entry form appears. Enter the customer's card number, expiration date, and CVV — or if the customer has a saved card on file, select it from the list.
6. Click Pay (or Validate) to process the charge.
7. The invoice is marked as Paid and a payment confirmation is recorded. You're done.

How the Card Forms Work

Both NMI and Authorize.net use secure inline forms that keep your store PCI-compliant. Here's what that means in plain English: the customer's card number is handled directly by the payment processor, not by your server. You never store or even see the raw card number in your system.

• NMI uses a technology called Collect.js to display the card entry fields. The fields look like they're part of your page, but they're actually secure windows controlled by NMI.
• Authorize.net uses a technology called Accept.js that works the same way — secure fields embedded right in the payment form.

From your perspective as the person taking the payment, the experience is the same either way. Type in the card details, click Pay, and you're done.