This article will go over how to manual process a payment for an order when you have the setting for Pre-Authorization configured.
Example: Your setting is set to Pre-Authorize credit cards the day before the order for 10% of the order. After you have the date of the order the customer gave your team a $100 tip. This article will go over how you can add the tip - charge the credit card for the tip - and settle the transaction.
1 - Click on the Accounting tab
2 - Click on the Invoices / Catering Ticket link
3 - Locate the order and then find the Tip column and add the Tip. Be sure to click the ENTER on your keyboard to save the tip
4 - Click on the Create/Edit Payments/ Refunds tab
5 - Click on the Create A New Payment/Deposit tab
6 - Fill in the information for payment. Make sure the box to process the credit card is checked off
7 - Click Save This Payment tab
8 - You will then see if the payment has been approved
9 - You will then need to MANUALLY settle the card. Note that even if you have the setting to automatically settle cards since the pre-authorization date has passed you will need to manually settle the card.
10 - Your Pre-Authorized card will appear in Teal. Click on the Teal payment tab.
11 - You will then click on the Show Transaction Details tab.
12 - Then click the Settle Now tab
13 - All transactions under the view payments tab will show as settled now.
You have now manually settled the transaction.