CSD Integrated Payments - One Time Sale

The one-time sale feature enables credit card payment processing for transactions where customer card information is not stored in the system. This functionality supports both card-present transactions (where customers physically tap or swipe their card at a terminal) and card-not-present transactions (where card details are manually entered). When processing a one-time sale, the system requests payment authorization, tokenizes the card information for security purposes while retaining the last four digits for reference, and generates receipts that can be printed or emailed to the customer. The feature integrates with the standard order entry workflow, allowing orders to be marked as shipped immediately or sent to warehouse operations for processing.

What is Covered:

• Setting up credit card payment type for one-time transactions
• Choosing between terminal (card-present) and manual entry (card-not-present) processing methods
• Entering customer card details including name, number, expiration date, billing address, and optional email
• Processing payment authorization and receiving approval confirmation
• Generating and distributing receipts via print or email
• Tokenization and secure storage of payment information for future reference
• Accessing payment history and transaction details
• Integration with order entry options (immediate shipping or warehouse processing)
• Handling returns and credits against the original transaction