CSD Integrated Payments: Authorization vs Sale

Cloud Suite Distribution includes credit card payment processing functionality through Kodaris payment processing that allows users to handle transactions in two distinct ways: authorization and sale transactions. The system supports both stored payment methods and one-time transactions, with different processing behaviors depending on the selected options. Sale transactions immediately charge the card and reconcile funds to the bank account, while authorization transactions reserve the funds but delay the actual charge until the order is shipped and invoiced. The system includes automated reauthorization capabilities to maintain valid payment authorizations for back-ordered items that may take extended periods to fulfill.

Topics Covered:

• Difference between authorization and sale transaction types
• Processing one-time payments vs. stored card payments
• Sale transactions - immediate posting and bank reconciliation
• Authorization transactions - delayed charging until shipment/invoicing
• Reauthorization setup and reporting for extended back orders
• Default authorization behavior for stored cards
• Non-refundable credit cards checkbox functionality for forcing sale transactions
• Card present (terminal) vs. card not present transaction options