Authorization Dashboard

Overview

The Authorization dashboard lets you manage credit card holds (pre-authorizations) for upcoming work or estimated job costs.

Dashboard Sections

1. Authorization Overview

Displays:

• Total active authorization amount
• Number of outstanding holds

2. Active Authorizations

Shows all current holds, including:

• Customer
• Contact
• Amount on hold
• Expiration date

Actions available via the three-dot menu:

• View Details
  • Click to view the date and time the Authorization was created
• Process Authorization
  • Process the Authorization to a Payment on selected invoice(s), see below for steps
• Extend Authorization
  • System auto-extends every 3 days, up to 21 days total
• Release Authorization
  • Removes the hold immediately

3. Processing an Authorization

Click Process to convert an active hold into a payment.

You’ll see:

• Amount on hold
• Open invoices for the customer

Select an invoice and process the payment.

Important:

If the invoice amount is less than the authorized amount:

• The remaining balance of the hold is automatically released
• No extra steps required

4. Additional Tabs

• Processed Payments — authorizations converted into payments
• Released / Expired / Failed — includes all holds no longer active