Process Payments for Sales Orders (Auth) in Dynamics 365

Description: Review how to process payments for Sales Orders (Auth) in Dynamics 365 below.

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1. From the top of the Sales order page, select Complete.
   
2. Ensure that your order has a Sales tax amount.
   
   

   Note: If the Sales tax is not populated, go back to ensure you have selected a Sales tax group that will calculate taxes on your Sales order.

3. Under Payments, select Add.
   
4. Select a card type from the Payment Method dropdown.
   
   Note: Selecting "Yes" on the Prepay option will Auth & Capture the sale when you submit this sales order. Leave it unchecked if you want to submit it as Auth only, and then capture it when you invoice the order.
   
5. From here, you can select the Number dropdown and select an existing card from your customer if one exists. 
   
6. Or you can select the ‘+’ symbol to the right of the Number dropdown, and the Payment form will appear.
   
   Note: If you add a new card during the payment process, the card will still be stored in the customer’s account for future use.
   
   
7. Enter card information on the SRED device.
8. Once processed, select OK, then Submit.