Preauthorization Transactions
From Customer Payments, select the Account you wish to authorize a card for (1). You can:
use the green check box to pull over the entire amount on an invoice (2)
enter the specific amount you wish to take payment for on a specific invoice by entering that value in the “Amount Applied” field (3)
Add an amount directly in the payment amount field to take a payment that is not applied to a specific invoice (4)
Click the Payments Flex button to preauthorize for the desired amount (5)
Click Preauthorize
Enter the card details and use the purple Authorize button
When this processes, you will the Authorized Status appear here:
From this screen you can process the payment on the authorized card by clicking Payments Flex and selecting “Capture Payment”
The payment will process and the status will change to Paid:
When a card has been authorized for an amount, you can also see this at the invoice level. In the Invoice tab (1), you will see the authorized amount in orange (2). You can click the arrow next to the Pending Status (3) to go to the Authorized Payment:
From this screen you can process the payment on the authorized card by clicking Payments Flex and selecting “Capture Payment”: