When a customer enters a credit card in the ATS Store upon checkout, a pre-authorization is entered against that card for the amount of the order. They are not charged for the order until the process outlined below is followed to mark the order as paid.
This authorization is good for 29 days. If, for some reason, your need to extend the timeline past 29 days, contact your CSR Supervisor to re-authorize the amount.
In the Admin Portal of Big Commerce:
Prior to shipping an order to a customer, we must capture payment from this authorized card. Follow the steps below in order to find and process orders that need funds captured.
1. Navigate to the Big Commerce Admin module website and click on the Orders tab.
2. After clicking on the Orders tab, you will be taken to the View Orders screen. Click to the Awaiting Payment orders.
3. Enter the order number in the search field and click on the filter.
4. The order details load. In the middle of the screen there is a small credit card icon.
5. Click on this icon to capture the funds for this order, using the credit card information that was previously authorized.
6. A confirmation message appears. Click OK.
7. Once funds have been captured, the credit card icon will disappear from the order and it move to a Completed status.
As a final step, you need to go to Salesforce and mark the status as paid.
8. Bring up the order in Salesforce.
9. Click on the order details.
10. Scroll down until you see the "Paid?" field.
11. Click on the pencil icon to edit the field.
12. Check the box and Save the order record.
13. The Status updates to activated.
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