Once you have connected your payment gateway, you can access a range of useful payments features on Handshake Hub.
To see a quick overview of all the functionaliy, check out the video below.
Store a credit card
Select a customer and add a credit card to save a credit card to the vault of your payment gateway.
Process payment for an order
Open an order and click on "Process Payment".
Enter the payment amount. By default, Handshake will populate the order total, you can edit this amount to be more or less.
Choose whether to "capture" or "pre-authorize" the payment amount.
- Capture: will charge the payment amount to the stored credit card immediately.
- Pre-authorize: will place a hold on the card for the payment amount, which can be captured later
View payment information
Payments information is visible on the Orders tab and the Payments tab in Handshake Hub.
On the Orders tab:
- Paid: shows the amount of payments charged or pre-authorized for that order. If a pre-authorization has been processed against the order, you can initiate a capture of the funds from here.
On the Payments tab:
- See details of payments recently processed across your account. You can filter payments by status. If a pre-authorization has been processed against the order, you can initiate a capture of the funds from here.