Question for those of you in Distribution who have a custom website integrated with REPAY (or another payment provider).
Our current process is that the customer enters their credit card information in the secure REPAY window on our website. The website then sends the sales order together with the payment token to Acumatica through the integration. We don't pre-authorize the card on the website. Instead, we pre-authorize it later in Acumatica as part of a scheduled process.
The challenge is that if the authorization fails, the customer doesn't find out until later, which delays order processing and creates extra work for our Customer Support team.
I'm curious how others handle this. Do you pre-authorize the card as soon as the customer enters it on your website, or do you wait until the order reaches Acumatica? If you do pre-authorize it right away, what amount do you use? Is there a common best practice for this?
We're looking at moving the authorization earlier in the process so customers get immediate feedback if there's an issue. We'd love to hear how others have implemented this and what has worked well.