Credit Card Authorization Window

From FloristWiki

---

Current revision

Contents 1 Sale Area 2 Card Area 3 Cardholder Area 4 Approval Area 5 Store Details Area

The Credit Card Authorization window serves two purposes. First, for voice authorizations, it allows you to enter the voice authorization code provided by your credit card clearinghouse and receive authorization for that transaction. You can also manually enter a credit card transaction that is not associated with an order in FTD Mercury, including providing a refund to a credit card.

You must be a member of the FTD Cash-Flo program to authorize credit cards.

Sale Area

The Sale area contains the following settings:

Setting	Description
Number	If you are voice authorizing a credit card transaction, this number is the internally generated number assigned to the sale by FTD Mercury. If the credit card has been stored with FTD already, this field is disabled and the voice authorization will be processed using the credit card as stored. If the card has not been stored with FTD, you must enter a valid credit card number in this field. This field is not visible when manually entering a credit card transaction.
Amount	For manual credit card transactions, enter the total amount for this authorization, including any tax, delivery fees, etc. You can use the calculator if necessary. For credit card transactions you are voice authorizing, this field contains the amount for the authorization and is read-only.
Refund	When manually entering a credit card transaction, select this option if the authorization is for a refund.

Card Area

The fields in this area are read-only for voice authorizations. For manual credit card transactions, you must enter the information.

Field	Description
Number	Enter the card number.
Type	The type automatically populates based on the card number.
Expiration	Enter the expiration date for the card in MM/YYYY format (that is, if the card expires in May of 2009, enter 05/2009).

Cardholder Area

The cardholder area contains the following settings:

Setting	Description
Name	Enter the name of the cardholder as it appears on the credit card.
Address	Enter the cardholder’s address.
Present	Select whether the cardholder was present for this transaction. You can select from the following options: No (phone order): The customer placed the order over the phone. No (standing order): The order is for a standing order. You can also use this for fax orders. No (Internet order): The customer placed the order over the Internet or via email. No (mail order): The customer placed the order by mail. Yes: The customer was present when the order was placed.

Approval Area

The approval area contains the following settings:

Setting	Description
Verbal	This box is automatically checked for voice authorization and automatically cleared for manual credit card transactions.
Code	If you are voice authorizing a transaction, enter the code provided by your credit card clearinghouse.

Store Details Area

At the bottom of the window, select the store name for which you are performing this credit card authorization. If you are entering multiple credit card transactions, select Batch Mode to open this window again after you send this transaction.

When you have completed this window, click Send.