Authorise Payment Stage within Sales Invoice Manager
Overview
Sales Invoice Manager (SIM) will not let you pass the Authorise payment stage without having the payment authorised. This is designed as a failsafe so that sales orders cannot be processed without being paid for or being on account.
Usage
You can authorise the payment of a Sales Order in two different ways within Khaos Control Cloud:
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Option 1
- Go to the Sales Order List.
- Double click the relevant Sales Order to open it.
- Go to the Payment sub-tab.
- If they are a PrePayment customer, you can green select the payment you want to authorise.
- Select Manual Auth Code, this will allow you to input a short code in order to verify that the order has been paid for.
No action is required if you are dealing with an account customer.
Option 2
If you want to authorise the payment at a later stage you can do it whilst despatching the item within SIM.
- Move the Sales Orders into the Authorise Payment stage.
- Go to Actions button and select Manual Card Authorisation.
- This will allow you to input a short code so that you can verify that the sales order has been paid for.
Once the payment has been verified you will notice that there is now a green tick in the PAID column in SIM and will now allow you to pass the Authorise Payment stage and continue the despatch process.