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Best Practices for Credit Card Authorization before Shipment and Invoiced Freight Costs

  • 24 March 2021
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Our current credit card processor (authorize.net) requires an authorization to be above the dollar amount of the actual capture.  We have to authorize before we ship and are using the Acumatica Fedex and UPS carrier plugin to obtain our Freight Charges.

 

What is the best way to get our Sales Order an estimated dollar amount above the actual order total, but only have the actual freight (from the plugin) on the Invoice.  We currently have found no solution that doesn’t require manually editing the Invoice.  What are other companies workflow like?  What is the Acumatica recommended workflow?

 

Thanks!

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Best answer by gmercede 24 March 2021, 14:16

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Noah,

 

When you write your sales order, Acumatica can inflate the sales order pricebased on the freight calculation from the plugin.

Using Shipping terms, the freight can either be cost or cost plus some markup. Shipping terms has flexibility.

But based on this you will have a sales order including the cost of the freight and you can authorize the correct amount.

 

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