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NMI vs Authorize.net — Choosing Your Provider

Payment Processing Understanding Payment Processing

CloudFFL supports two payment gateways: NMI and Authorize.net. You can use one or both, depending on how your business operates. This page breaks down what each one does and helps you decide which to set up. NMI NMI (Network Merchants Inc.) is integrated into ...

tier
beginner
type
decision

How Payment Processing Works

Payment Processing Understanding Payment Processing

Understanding the basics of how card payments work helps you troubleshoot issues and answer customer questions with confidence. This page explains the payment flow in simple terms — it applies whether you use NMI, Authorize.net, or both. The Payment Flow Eve...

tier
beginner
type
concept

Connecting Your NMI Account

Payment Processing NMI Setup

Before you can accept credit card payments through CloudFFL, you need to connect your NMI (Network Merchants Inc.) account. This is a one-time setup that links your payment processor to your CloudFFL system. What You Need Before You Start An active NMI merc...

tier
beginner
type
procedural

Configuring Payment Methods

Payment Processing NMI Setup

Once your NMI account is connected to CloudFFL, you need to configure which payment methods are available and how they work. This includes enabling card types for online payments and setting up payment methods for your Point of Sale (POS) system. Enabling NMI...

tier
beginner
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procedural

Going Live — Test Mode to Production

Payment Processing NMI Setup

After you have verified that test payments work correctly, it is time to switch to live (production) mode so you can accept real payments. Pre-Launch Checklist Test payment succeeded — You processed at least one test transaction and it appears in your NMI c...

tier
beginner
type
procedural

Taking a Card Payment on a Sales Order

Payment Processing Taking Payments

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: Col...

tier
beginner
type
procedural

Taking a Card Payment at the POS

Payment Processing Taking Payments

When a customer is standing at your counter ready to pay, the Point of Sale (POS) is where you'll process their card payment. CloudFFL supports two ways to take card payments at the POS through NMI: using a physical card terminal or manually keying in card det...

tier
beginner
type
procedural

Issuing a Refund to a Card

Payment Processing Refunds & Voids

When a customer returns an item or you need to reverse a charge, you can issue a refund directly from CloudFFL. The refund goes back to the same card (or bank account) the customer originally used to pay. Both NMI and Authorize.net support refunds, but there a...

tier
beginner
type
procedural

Setting Up NMI Payment Terminals

Payment Processing NMI Setup

This guide walks you through connecting a physical card reader (payment terminal) to your CloudFFL POS system through NMI. Once set up, customers can tap, swipe, or insert their card at the terminal during checkout and the payment flows directly through your N...

tier
beginner
type
procedural

Enabling the Authorize.net Module

Payment Processing Authorize.net Setup

Authorize.net is one of the most widely used payment gateways in the United States. The good news is that Odoo 18 includes an Authorize.net module out of the box — you just need to turn it on. This module handles online and keyed-in card payments through the A...

tier
beginner
type
procedural

Connecting Your Authorize.net Account

Payment Processing Authorize.net Setup

Now that the Authorize.net module is installed, you need to link it to your actual Authorize.net merchant account. This involves copying a few credentials from the Authorize.net dashboard into CloudFFL. What You Need Before you start, gather these three piec...

tier
beginner
type
procedural

Authorize.net Configuration

Payment Processing Authorize.net Setup

After connecting your Authorize.net account, there are several configuration options that control how payments are processed. This page covers capture methods, currency settings, ACH payments, and website checkout integration. Capture Method The capture meth...

tier
beginner
type
procedural

Taking a Payment on the Website

Payment Processing Taking Payments

Your CloudFFL website lets customers browse your inventory, add items to their cart, and pay online — just like any other online store. Card payments on the website are handled securely by your payment processor (NMI or Authorize.net), so you don't have to wor...

tier
beginner
type
procedural

Voids & POS Refunds

Payment Processing Refunds & Voids

Sometimes you need to cancel a payment or process a return at the register. This page explains the difference between voids and refunds, and how to handle returns through the POS. Void vs Refund — What's the Difference? Both voids and refunds give the custom...

tier
beginner
type
procedural

What is ShipStation?

ShipStation Integration Getting Started

ShipStation is a shipping platform that connects to all the major carriers — UPS, FedEx, USPS, DHL, and more — so you can manage all your shipments from one place. The CloudFFL ShipStation integration brings that shipping power directly into your system, so yo...

tier
beginner
type
concept

Connecting ShipStation to CloudFFL

ShipStation Integration Getting Started

Before you can ship anything through ShipStation, you need to connect your ShipStation account to CloudFFL. This is a one-time setup that takes about five minutes. What You Will Need Your ShipStation account login (to get your API key) Administrator access in...

tier
beginner
type
procedural

Shipping Carriers

ShipStation Integration Shipping Setup

When you sync your ShipStation account with CloudFFL, all of your shipping carriers are imported automatically. A carrier is a shipping company — like UPS, FedEx, or USPS — that you have an account with in ShipStation. Viewing Your Carriers Open the ShipSta...

tier
beginner
type
procedural

Warehouses

ShipStation Integration Shipping Setup

Your ShipStation warehouses represent the physical locations you ship from. When you sync your ShipStation account, all of your warehouse addresses are imported into CloudFFL automatically. Viewing Your Warehouses Open the ShipStation app. Click Warehouses ...

tier
beginner
type
procedural