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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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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 ...

Before you can ship orders through ShipStation, you need to create a shipping method. A shipping method tells CloudFFL which carrier, service, and settings to use when shipping an order. Creating a New Shipping Method Go to Inventory > Configuration > Shipp...

If your shipping method is set to Label mode, CloudFFL handles the entire shipping process for you — from calculating the cost to printing the label. How Shipping Costs Are Calculated When a shipping method is selected on a sales order, CloudFFL asks ShipSta...

If your shipping method is set to Export mode, CloudFFL sends the order details to ShipStation as a pending shipment. Your warehouse team then handles the actual shipping from ShipStation. Exporting an Order to ShipStation There are two ways orders get sent ...

If you use the Export shipping workflow — where CloudFFL sends orders to ShipStation and your warehouse team ships from there — webhooks are what close the loop. They are the mechanism that sends tracking numbers, shipping costs, and status updates back to Clo...

If you have many orders to ship at once, batch shipping lets you group them together and generate all the labels in one go. This saves time when you are processing a large number of shipments. Creating a Batch Open the ShipStation app. Click Batches in the ...