If you want to ensure a customer has the funds in their bank account for a future payment, you can preauthorize their payment. The preauthorization places the customer’s balance on hold to ensure that you can capture their funds at a later date.
Create a preauthorization
- Open the customer's profile.
- Go to the Payments tab.
Card will be charged online via payment gateway
Card is already on file
- Find the card you want to preauthorize a payment for.
- Click the More actions icon and select
Preauthorization
. - In the Merchant / Online tab, choose the payment amount and currency.
- Click
Create
.
Card is not on file
- In the Preauthorizations section, click
+ Preauthorization
. - Select
Payment card
. - In the Merchant / Online tab, choose the payment amount and currency.
- Click
Create
.
Card will be charged physically via terminal
Card is already on file
- Find the card you want to preauthorize a payment for.
- Click the More actions icon and select
Preauthorization
. - Go to the Terminal tab.
- Choose the payment currency and enter the amount.
- In the Code field, enter the CVV.
- In the Receipt identifier field, enter the receipt number listed on the payment receipt.
- Click
Create
.
Card is not on file
- In the Preauthorizations section, click
+ Preauthorization
. - Select
Payment card
. - Go to the Terminal tab.
- Choose the payment currency and enter the amount.
- In the Code field, enter the CVV.
- In the Receipt identifier field, enter the receipt number listed on the payment receipt.
- Click
Create
.
Automate card payment preauthorization
You can set up rate groups to preauthorize card payments automatically.
Note:
When you turn on preauthorization automation, the payment will be preauthorized automatically, but the card will not be charged until it is manually captured by an employee.
- Go to Main menu > Settings > Services.
- Click on your Bookable Services (e.g. Stay)
- Click Rate groups.
- Select one of your rate groups or create a new one.
- Under Settlement, select Automatic.
- Under Settlement action, select Create preauthorization.
- Click
Save
orCreate
.
Manually capture a card payment
When you're ready to capture the preauthorized payment:
- Open the customer's profile.
- Go to the Payments tab.
- In the Preauthorizations section, find the preauthorized payment.
- Click the More actions icon and select
Charge
. - If the payment details are correct, click
Charge
.You can change the payment amount before you charge.
Release of the preauthorization
Preauthorization is released after 7 days, then it depends on customer's bank when the client will get the money back.