Capturing an Authorized Payment in the Administration Module

To capture a payment that has previously been authorized, follow these steps:

  1. The Payment Summary section of the Payment Manager shows a list of payments in states that require attention. Click view next to the Waiting Capture line to open a list of payments that are waiting authorization.
  2. Click the payment ID of the orphaned payment to authorize. If it isn't in the list, then search for it using the search form at the top of the page.
  3. Check the Customer. If the payment isn't attached to a customer, use the Search By field and drop-down to locate the Customer. Each search result has a Select link and a View link; click View to open the Customer details page for that Customer, or click Select to attach the payment to that Customer. The name of the cardholder that made the payment appears in the Card Holder field; that might help you identify the appropriate Customer.
  4. Check the value in the Amount field and update it, if appropriate.
  5. Click Process Payment. The Transactions section of the page is updated to reflect the capture.
  6. To add an Activity to the payment to record this action, select the Activity tab in the Details section of the page and click Add to open the Activity dialog. Enter the desired information and click Update.
  7. To send an email regarding this action, select the Emails tab in the Details section of the page and click New to open the Compose Email dialog. Enter the desired information, including the destination address and subject, and click Send.