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Taking a Card Payment on a Sales Order

Taking a Card Payment on a Sales Order

When a customer wantsis ready to pay by card for a confirmed sales order, hereyou iscan howcollect totheir processcredit itcard inpayment CloudFFL.directly from the invoice. CloudFFL supports two payment processors — NMI and Authorize.net — and the steps are nearly identical for both.

StepStep-by-Step: byCollecting StepPayment

  1. Open the Sales Order andyou confirmwant to collect payment on. Make sure the order is in Confirmed status. If it (ifstill notsays already"Quotation," confirmed)click Confirm first.
  2. Click Create Invoice to generateat the invoicetop of the sales order. Choose Regular Invoice and click Create and View Invoice.
  3. On the invoice,invoice screen, click Register Payment.
  4. In the payment dialog:form, select your card payment method from the Journal dropdown:
    • Select the NMI — if your store uses NMI for payment methodprocessing
    • VerifyAuthorize.net the— amountif your store uses Authorize.net
  5. The secure card entry form appears. Enter the customer's card informationnumber, (expiration date, and CVV — or useif the customer has a saved card ifon available)file, select it from the list.
  6. Click ConfirmPay
  7. Wait(or forValidate) to process the authorization — you will see "Payment Successful" or an error messagecharge.

What Happens After Payment

  • The invoice is automatically marked as Paid
  • Aand a payment recordconfirmation is createdrecorded. You're done.

How the Card Forms Work

Both NMI and linkedAuthorize.net touse secure inline forms that keep your store PCI-compliant. Here's what that means in plain English: the invoicecustomer's

Thecard transactionnumber appearsis handled directly by the payment processor, not by your server. You never store or even see the raw card number in your system.
    NMI consoleuses fora settlementtechnology 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.

    Tip:Using both processors? If you have both NMI and Authorize.net enabled, you'll see both options in the Journal dropdown when registering a payment. Choose whichever you prefer — they both accomplish the same thing.

    Saved cards: If a returning customer ishas payingpaid inbefore, person,their youcard may be saved as a secure token. You can alsoselect useit instead of re-entering the POScard fordetails. The actual card number is never stored — only a fastersafe checkoutreference experiencethat ratherthe thanpayment creatingprocessor a sales order and invoice.recognizes.

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