Taking a Card Payment on a Sales Order

When a customer wants to pay by card for a sales order, here is how to process it in CloudFFL.

Step by Step

Open the Sales Order and confirm it (if not already confirmed)
Click Create Invoice to generate the invoice
On the invoice, click Register Payment
In the payment dialog:
- Select the NMI payment method
- Verify the amount
Enter the customer's card information (or use a saved card if available)
Click Confirm
Wait for the authorization — you will see "Payment Successful" or an error message

What Happens After Payment

The invoice is automatically marked as Paid
A payment record is created and linked to the invoice
The transaction appears in your NMI console for settlement

Tip: If the customer is paying in person, you can also use the POS for a faster checkout experience rather than creating a sales order and invoice.