Add Authorization in Customer Portal

Payment Authorizations can be captured when inputting Bank Accounts or Credit Cards.

  1. Choose System Administration > Customer Portal Configuration and set authorization_required to true.
  2. Create a Ticket Queue Payment Method Authorization with an Issue Payment Method Authorization and a Resolution of Payment Method Authorization and note the number of each item. Make sure to set Messages Used to Yes for the Ticket Queue.
  3. Update edge.php by choosing System Administration > Customer Portal Configuration and add these items by number and save. Restart the customer portal.
    Note: 
     /*
     * Ticketing support queues available to user; queues must exist on server!
     */
    'queues' => '{"Billing": 1, "Service": 2, "Payment Method Authorization": 3}',

    /*
     * Hard coded; problem set on create. resolution set on close
     */
    'problems' => '{"Billing": 1, "Service": 2, "Payment Method Authorization": 2}',
    'resolutions' => '{"Billing": 1, "Service": 2, "Payment Method Authorization": 5}',
  4. Verify that an authorization is saved. When a customer clicks the Authorize button when adding a payment method, a closed Ticket will be created on the User with a Message containing identifying information and User information.