Creating a New Authorization

Overview

Use this tool to place a hold on a customer’s credit card for upcoming jobs.

Steps to Create an Authorization

1. Start a New Authorization

From either:

• Home Dashboard → New Authorization
• Authorization Dashboard → New Authorization

2. Select Customer and Contact

• Choose the customer
• Select a contact or add/edit one
• Changes sync automatically to RapidWorks ERP
• We recommend you have an email address for your customers to receive automatic payment receipts

3. Enter the Authorization Amount

Recommendations:

• Enter slightly more than the expected invoice amount
• This ensures you can cover the final total, including fees or unforeseen additions

4. Enter Credit Card Information

Provide:

• Name
• Card number
• Expiration date
• You can check “save this method” box to save the Credit Card to your Customer for future Pre-Authorizations or Virtual Terminal Payments

Click Run Authorization.

Upon success, the new authorization appears in the Active tab of the Authorization Dashboard.