Payment options to edit how customers checkout.
You can use the payment options to specify alternate payment options if you do not want to accept payment directly at checkout.
Test Transaction Mode: Test Transaction Mode is turned
Off by default, if you would like to test your checkout process while building your store. When you toggle this option
On all transactions processed through your Online Store will be done in test mode. Approved test transactions will show as Approved - Test Mode in your account.
Tips for using Test Transaction Mode:
- Test transaction are included in batches, please ensure you do NOT have an open batch prior to testing transactions, and close the new batch once you've completed testing to prevent test transactions from being included with live transactions
- CVV numbers over 200 used for a test transaction will return a declined transaction
Please note that Test Transaction Mode is seperate from Demo Mode. If you have not yet added the required policies, your online store will remain in Demo Mode until they are added. Once you have added the policies you will be able to test your checkout process in the online store.
All Invoices created from Online Store payments done in Test Transaction mode will be marked as Due and not Paid as a live payment not being processed.
Credit Card Pre-Authorization Only: If this button is set to
On, all purchases will go through as pre-authorizations only. This is used when you want to review the order before you agree to fulfill it and accept the payment. Once an order is reviewed, you can capture the transaction and collect payment. If you choose not to fulfill the order for security or other reasons, the pre-authorized amount on the credit card will be returned to the customer in 10-30 days, depending on the policies of the customer's bank.
No-Payment Invoicing: Toggle the radio button
On to remove the credit card information pages and collect the billing and shipping information. Once the customer completes the checkout an invoice will be generated for the customer's order. Use this function if you want to send an invoice for the purchase after the customer order has been received.
Invoice Type: By default online store purchases will be recorded as Orders, if you want to specify a different classification you can use the drop-down menu to select from Order, Invoice, Purchase Order, Estimate, Quote, Statement or Registration.
Save to apply your changes.