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May 18, 2023
Credit Card Authorization



Credit card authorization, also known as pre-authorizations, is a temporary hold on a customer’s credit card that typically lasts around five days, or until the post-authorization (or “settlement”) comes through.

In Essentials, you can do this and save the credit card information as a token by going to the contract and clicking Authorize Credit Card.
 

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To change the authorization amount, you can click Change Auth Details and enter an amount.
 

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If you have a credit card terminal, you can click Swipe Authorization, or you can enter the information that is required and then click Process.
 

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