Pre-Authorizations in Jobs

Overview

You can create Pre-Authorizations at the time of scheduling jobs in Rapid Works ERP.

Steps to Create an Authorization

1. Create a new Job in Jobs -> Dispatch or open an existing job without a processed invoice

2. Click the Pre-Authorization tab

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 to the invoice

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 and in the Pre-Authorization tab in the Job information in RapidWorks ERP.

5. Processing the Authorization into a Payment

• Once the invoice for the job has been processed, click the “Process” button to collect payment
• The remaining authorized amount will be automatically released back to the card
• Extend Authorization
  • System auto-extends every 3 days, up to 21 days total
• Release Authorization
  • Removes the hold immediately