Process Orders

There are two times when your store could charge a customer's credit card, at the time the order is placed, or later, such as when the order is shipped.

It is generally better to charge when the items are actually shipped. To set up your store to do this select Authorize Only when you configure the payment method under Payment Configuration. When the customer places an order their credit card information will be verified but the card will not be charged.

Later when you ship or deliver the items you process the order and the customer's card is charged.

For some payment methods like COD, Check Payment, or Credit Card Payment with Simple Validation — payment methods that do not have an Authorize Only option the selections Process and Mark Processed simply mark the order as processed and do not send any information to a gateway.

Process Orders

Expand the sub-menu for the batch you want to work with
Click Process Orders
If the batch contains encrypted payment information, enter your pass phrase to view the payment details

If you attempt to process an order with encrypted payment information, or mark it as processed, before entering the pass phrase, an error message appear at the bottom of the screen, and the selected orders will not be processed, or marked as processed.

Click the box next to the fields you want to display, then click the Refresh button
Click the Edit Order button
Select the orders to process, or to mark as processed
Click either Process or Mark Processed

Depending on which payment module(s) your store is using, the system will do different things with the information in each order that is processed.

Orders that have been processed no longer appear in the Process Orders list, but will still be included in the standard batch report.

Processing Orders in Stores with No Payment Processing Service

In stores that do not use a payment processing service (a payment gateway), but instead uses COD, Credit Card Payment With Simple Validation, and/or Check Payment modules, the Process and Mark Processed buttons both have the same effect. A "processed" indicator (check mark) is placed on the order, for your reference, and the order is removed from the list of orders in the batch that still need to be processed. For instance, you might mark an order as processed when you hand it off to your shipping department, or maybe when you receive the COD payment.

Processing Orders in Stores with a Payment Processing Service

In stores where a payment processing module interfaces with a remote processing server, the customer's credit or debit card is authorized at the time the order is placed.

If the Authorize Only (actual wording may vary) option was selected in the payment module configuration, the customer's account is not charged until you process their order. At that point, you can do one of the following:

Click Process to notify the payment gateway that the customer's card should be charged now. In addition to charging the customer's card this will place a "processed" check mark on the order, for your reference.
Click Mark Processed to only place a "processed" check mark on the order. Use this when you have already processed the payment for the order some other way (such as phone or terminal).