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Option Default Value Description Override Available?
Enable Immediate Order Integration OFF
OFF: the verification process for the order begins online on your website and is not yet integrated to the ERP. The order has the status 'pending' on your website only. Integration to the ERP occurs only after successful verification.
ON: the system will integrate the order to the ERP before the verification process is initiated. The order has the status 'pending' on your website and in your ERP.
The ON option (used with the Short Charge method) provides the following 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, CHECK
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 can attempt to enter a correct amount 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). One of the two split charge amounts must be entered to verify credit card ownership.

Role level
Threshold Order Amount 250.00
The system will put orders over this amount on hold ('pending') until credit card ownership is verified.

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 will trigger verification requests when over the Threshold Order Amount.
Role level
Verification Method ShortCharge
Select ShortCharge (default) or SplitCharge (note - SplitCharge is a legacy method that is no longer supported by CV.)
Short Charge - 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 actual amount charged must be entered to verify credit card ownership.
The Short Charge method has the advantage of involving a single charge and 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 if they are 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 user must be able to confirm one of the two split charges.
Role level
Days Before Initial Reminder Email 2
The number of days after order placement an initial reminder email is sent if the customer has not verified the credit card.

Days Before Subsequent Reminder Email 7 The number of days after the initial reminder email a follow-up reminder email is sent if the customer has still not verified the credit card.
Notification Email Blank
Enter the email address to which the system will send email exception handling notifications of orders pending, awaiting verificationsuch as failed verification attempts and order cancellations because maximum number of attempts have been reached.

Online Team Email Blank
Enter a team the email address to which the system will send email notifications of orders pending, awaiting verification, and confirmation.
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.    If your ERP uses a different number, you can change this value.

Short Charge Settings
Max Short Charge Amount
$1.00
Applies to 'ShortCharge' method only. When Short Charge is in use, the system will charge the order total minus a random amount under the maximum entered here.

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Old Version 54

New Version 55

Key

Option	Default Value	Description	Override Available?
Enable Immediate Order Integration	OFF	OFF: the verification process for the order begins online on your website and is not yet integrated to the ERP. The order has the status 'pending' on your website only. Integration to the ERP occurs only after successful verification. ON: the system will integrate the order to the ERP before the verification process is initiated. The order has the status 'pending' on your website and in your ERP. The ON option (used with the Short Charge method) provides the following 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, CHECK 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 can attempt to enter a correct amount 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). One of the two split charge amounts must be entered to verify credit card ownership.	Role level
Threshold Order Amount	250.00	The system will put orders over this amount on hold ('pending') until credit card ownership is verified.	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 will trigger verification requests when over the Threshold Order Amount.	Role level
Verification Method	ShortCharge	Select ShortCharge (default) or SplitCharge (note - SplitCharge is a legacy method that is no longer supported by CV.) Short Charge - 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 actual amount charged must be entered to verify credit card ownership. The Short Charge method has the advantage of involving a single charge and 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 if they are 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 user must be able to confirm one of the two split charges.	Role level
Days Before Initial Reminder Email	2	The number of days after order placement an initial reminder email is sent if the customer has not verified the credit card.
Days Before Subsequent Reminder Email	7	The number of days after the initial reminder email a follow-up reminder email is sent if the customer has still not verified the credit card.
Notification Email	Blank	Enter the email address to which the system will send email exception handling notifications of orders pending, awaiting verificationsuch as failed verification attempts and order cancellations because maximum number of attempts have been reached.
Online Team Email	Blank	Enter a team the email address to which the system will send email notifications of orders pending, awaiting verification, and confirmation.	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. If your ERP uses a different number, you can change this value.
Short Charge Settings Max Short Charge Amount	$1.00	Applies to 'ShortCharge' method only. When Short Charge is in use, the system will charge the order total minus a random amount under the maximum entered here.