Capturing Credit Card Payments at Time of Pickup for Will Call Orders; Pickup Tool Credit Card Captures

This guide explains how to accept credit card payments when customers pick up orders in person using the Pickup Tool. The setup requires configuring a credit card-enabled Payment Term and Payment Method, creating a sales order with those terms, and then using the Pickup Tool to capture the payment—either from a card on file or a new card at pickup. A successful pickup confirmation triggers the credit card capture and completes the invoicing process.

• Set Up Payment Term In Admin > Accounting > Payment Terms With "CC Direct Capture on Pickup Tool" Enabled
• Create or Verify Payment Method (e.g., Credit Card) That Triggers Your Stripe or Other Integration
• Ensure Ship Method Is Marked as Pickup So Order Appears in the Pickup Tool
• Create Sales Order Using the Configured Payment Term and Method (e.g., “Due Upon Receipt”)
• Process Shipment So It Appears in the Pickup Tool for the Customer
• Use Pickup Tool to Capture Payment With Either a Saved Card or a New Entry
• Confirm Pickup With Optional Signature and Photo to Finalize the Transaction
• Invoice Is Automatically Created and Closed Once Payment Is Captured
• Print or Email Invoice or Pack Slip If Needed for Customer Receipt