Presented by Jessy King, duration 2mins 30secs.
Card Payments may be processed in one of two ways:
- Preauthorise‘ to hold payment until the delivery has been confirmed, covered in this tutorial.
- ‘Collect’ to process payment immediately covered in a separate tutorial.
In this tutorial we will take you through how to preauthorise a card through to collecting a card payment after the delivery has been completed.
Stage 1 Order Entry – Select Card Payment
The video assumes you have entered and saved your order details the steps are covered below for completeness.
- From Order Entry Screen,
- Enter order details
- Save order details
- Select the £ icon from the toolbar
- Select Card Payment…
Stage 2 – Card Details Payments Screen
1. Select Card Type e.g. Visa debit card
2. Select Preauthorise button
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
- Card Name
- Card Number
- Expiry date
- 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.
- Close the screen (red cross at top righthand side of the screen).
Stage 4 – Authorisation code confirmed in CODAS
- A screen appears in CODAS showing the authorisation code which can be quoted to the customer(see example below)
- Select OK to close
Stage 5 – Ledger Summary Module: Collect Payment
After the fuel has been delivered, the payment can be collected.
- Select the Payments Folder
- Select the Entered subfolder
- Select the transactions that you wish to collect payments.
- Select the Collect button.
