Authorise Payment Stage within Sales Invoice Manager

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:
​

Option 1

  1. Go to the Sales Order List.
  2. Double click the relevant Sales Order to open it.
  3. Go to the Payment sub-tab.
  4. If they are a PrePayment customer, you can green select the payment you want to authorise.
  5. 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.
  1. Move the Sales Orders into the Authorise Payment stage.
  2. Go to Actions button and select Manual Card Authorisation.
  3. 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.

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