The Credit Card Authorization process allows you to authorize cards before rendering the service, with the card being captured (billed) automatically by the system after a set number of hours before or after the service is rendered.
To enable this feature:
Navigate to Settings > Office Settings under My Office Settings.
Select Payment Options.
3. Locate the section called "Use the Credit Card Authorization Process (AUTH)".
4. Click the checkbox to enable the feature.
Credit Card Authorization Options
Based on your business preferences, you can configure the following options:
If an authorization is done after the inspection date, do not authorize the card and instead bill it immediately. [This means that if a payment authorization attempt occurs after the scheduled inspection date, the system will skip the authorization process and directly charge (bill) the card instead. This prevents unnecessary authorization holds for past services and ensures immediate payment collection.]
Do not automatically capture (bill) authorizations, instead, allow manual user control. [By enabling this setting, the system will not automatically charge (capture) the authorized amount. Instead, users will have to manually confirm and process the payment. This allows businesses to review charges before finalizing the payment, which can be useful when adjustments to the service total are needed.]
Additional Settings
If you select manual authorization, you can further configure:
The number of hours before/after the inspection date and time to capture (bill) the credit card. [You can choose to bill the credit card a certain number of hours before the inspection (e.g., to secure payment in advance) or after the inspection (e.g., to allow for any potential service adjustments before charging the client).]
The number of attempts to capture (bill) the credit card before notifying the designated email. [If the system is unable to successfully capture (charge) the authorized amount on the first attempt, it will retry up to a specified number of times, If all attempts fail, a notification will be sent to the designated email address to inform the business that payment was not processed, allowing for manual follow-up with the customer.]
Rules for Modifying Orders After Payment
If a client requests to add or remove a service after the payment is authorized, the following rules apply:
Total Fee Within or Below the Authorized Limit
If the total amount is equal to or less than the authorized amount, the system automatically processes the payment and completes the transaction.
Scenario 1:
Example: A customer initially authorized $50 for an inspection. Later, a $10 discount is applied, reducing the final price to $40. Since the total remains within the originally authorized amount, the system charges $40 and completes the transaction.
Total Fee Exceeds the Authorized Limit
If the final amount exceeds the authorized amount, the system captures only the pre-authorized amount. To complete the payment, a new payment request must be sent to the client.
For any modifications or additional payments, a new payment request should be sent to the client to cover the remaining balance.
Scenario 2:
Example: A customer’s card is pre-authorized for $100, but the final service charge is $120. Since the final amount exceeds the authorized amount, the system captures only the $100 that was pre-authorized.
Need more help?
If you have any questions about this process please let us know! You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.