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Option Default Value Description Override Available?
Enable Immediate Order Integration OFF
OFF: the verification process begins upon submission of the order. The order has the status 'pending' on your website.
ON: the system will integrate the order to the ERP before the verification process is initiated.
This option (used with the ShortChange Short Charge method) provides increased efficiencies for your business during the verification process period:
stock status - ordered items are committed to that order and are marked unavailable in your ERP so they cannot be ordered by other customers, online and offline,
multiple orders - when a credit card is verified, all remaining pending orders on that credit card are automatically updated and available for further online processing by your team members,
cash receipt issue - cash receipts are written at the time of integration and can be reconciled more easily with your customer's credit card payment since they occur on the same day

Role level
Attempts Allowed 3
The number of times the user or customer can attempt to verify ownership by entering one of the verification amounts charged to their credit card before the order is cancelled.

Role level
Percentage Split (of the order amount) 85
Applies to the Split Charge method only. The system will split the total amount payable into two charge amounts (the first split equalling this value +/- the Credit Card Verification Percentage Variant). A correct split charge must be entered to verify credit card ownership.

Role level
Threshold Order Amount 250.00
The system will hold orders over this amount until the user/customer can verify credit card ownership.

Role level
Days to Hold Order 45
The the number of days an order remains open for the user to validate the credit card.

Role level
Usage Type Customer
Credit Card Verification can be set against the user's login or the customer. Note - Guest user orders (in different application sessions) will trigger verification requests when over the Threshold Order Amount.

Role level
Verification Method ShortChangeShortCharge
Select ShortChange ShortCharge (default) or SplitCharge (note - SplitCharge is a legacy method that is no longer supported by CV.)
Short ChangeCharge - the system will charge the credit card once and the charge appears in a single cash receipt. A random amount between the 'Payment Amount' and 'Payment Amount - Max Short Charge Amount' is deducted before charging. The customer/user must be able to confirm the 'short change' amount charged.
The Short Change Charge method has the advantage of involving a single charge and only one cash receipt, which streamlines the reconciliation of credit card charges with cash receipts for your business and customers, and minimises the number of reversals needed.

Split Charge (legacy method) - the system will charge the credit card twice in accordance with the 'Percentage Split' previously entered. They appear as two separate charges with two cash receipts. The customer/user must be able to confirm one of the split charges to pass the verification check.

Role level
Days Before Initial Reminder Email 2
The number of days after order placement to send an initial reminder email if the customer has not verified the credit card.

Days Before Subsequent Reminder Email 7 The number of days after the initial reminder email to send a follow-up reminder email if the customer has still not verified the credit card.
Notification Email Blank
Enter the email address to which the system will send email notifications of orders pending, awaiting verification.

Online Team Email Blank
Enter a team email address to which the system will send email notifications of orders pending, awaiting verification.

Role level
Order Integration Order Status 17
This value represents the order status 'pending'. If the 'enable immediate integration' is on, this value represents the order status of 'pending' but unintegrated in the ERP.

Short Change Settings
Max Short Change Amount
$1.00
Applies to 'ShortChangeShortCharge' option only. When ShortChange ShortCharge is selected, the system will charge the payment amount minus a random amount. The Max Short Change Amount represents the maximum amount that can be deducted off the total.

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To view an order's details including the Split Charge or Short Change Charge amounts, click on More Info.

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Old Version 46

New Version 47

Key

Option	Default Value	Description	Override Available?
Enable Immediate Order Integration	OFF	OFF: the verification process begins upon submission of the order. The order has the status 'pending' on your website. ON: the system will integrate the order to the ERP before the verification process is initiated. This option (used with the ShortChange Short Charge method) provides increased efficiencies for your business during the verification process period: stock status - ordered items are committed to that order and are marked unavailable in your ERP so they cannot be ordered by other customers, online and offline, multiple orders - when a credit card is verified, all remaining pending orders on that credit card are automatically updated and available for further online processing by your team members, cash receipt issue - cash receipts are written at the time of integration and can be reconciled more easily with your customer's credit card payment since they occur on the same day	Role level
Attempts Allowed	3	The number of times the user or customer can attempt to verify ownership by entering one of the verification amounts charged to their credit card before the order is cancelled.	Role level
Percentage Split (of the order amount)	85	Applies to the Split Charge method only. The system will split the total amount payable into two charge amounts (the first split equalling this value +/- the Credit Card Verification Percentage Variant). A correct split charge must be entered to verify credit card ownership.	Role level
Threshold Order Amount	250.00	The system will hold orders over this amount until the user/customer can verify credit card ownership.	Role level
Days to Hold Order	45	The the number of days an order remains open for the user to validate the credit card.	Role level
Usage Type	Customer	Credit Card Verification can be set against the user's login or the customer. Note - Guest user orders (in different application sessions) will trigger verification requests when over the Threshold Order Amount.	Role level
Verification Method	ShortChangeShortCharge	Select ShortChange ShortCharge (default) or SplitCharge (note - SplitCharge is a legacy method that is no longer supported by CV.) Short ChangeCharge - the system will charge the credit card once and the charge appears in a single cash receipt. A random amount between the 'Payment Amount' and 'Payment Amount - Max Short Charge Amount' is deducted before charging. The customer/user must be able to confirm the 'short change' amount charged. The Short Change Charge method has the advantage of involving a single charge and only one cash receipt, which streamlines the reconciliation of credit card charges with cash receipts for your business and customers, and minimises the number of reversals needed. Split Charge (legacy method) - the system will charge the credit card twice in accordance with the 'Percentage Split' previously entered. They appear as two separate charges with two cash receipts. The customer/user must be able to confirm one of the split charges to pass the verification check.	Role level
Days Before Initial Reminder Email	2	The number of days after order placement to send an initial reminder email if the customer has not verified the credit card.
Days Before Subsequent Reminder Email	7	The number of days after the initial reminder email to send a follow-up reminder email if the customer has still not verified the credit card.
Notification Email	Blank	Enter the email address to which the system will send email notifications of orders pending, awaiting verification.
Online Team Email	Blank	Enter a team email address to which the system will send email notifications of orders pending, awaiting verification.	Role level
Order Integration Order Status	17	This value represents the order status 'pending'. If the 'enable immediate integration' is on, this value represents the order status of 'pending' but unintegrated in the ERP.
Short Change Settings Max Short Change Amount	$1.00	Applies to 'ShortChangeShortCharge' option only. When ShortChange ShortCharge is selected, the system will charge the payment amount minus a random amount. The Max Short Change Amount represents the maximum amount that can be deducted off the total.