Card Payments: Collect - CODAS Tutorials

Presented by Jessy King, duration 2mins 30secs.

Card Payments may be processed in one of two ways:

‘Collect‘ to process payment immediately – the subject of this tutorial.
‘Preauthorise‘ to hold payment until the delivery has been confirmed.

In this tutorial we will take you through how to process a card payment immediately after raising the order. A separate tutorial is available onhow to process preauthorised card payments.

Order Entry
1. Select Customer from Contact Control
2. Open Order Entry Screen
3. Enter order details
4. Save order details
5. Select the £ icon from the toolbar
Card Details Screen
1. Select Card Payment…
2. In the Payment screen Select ‘Collect’ button.
3. This will take you to the Card Payment Portal

Stage 3 – Card Payment Portal

Select Card Type e.g. Visa debit card
Confirm card details
1. Card Name
2. Card Number
3. Expiry date
4. CVC
Select Confirm card details button
The transaction details will be shown on the screen
Select the Pay button
This will authorise the payment
A Payment Successfully Processed message will appear.
1. Close the screen (red cross at top righthand side of the screen).

Once the Payment has been processed, the payment authorisation code will be shown in CODAS

Save and close the order by pressing the F12 key or selecting File – Save and Close