How to Get a Credit Card Pre-Authorization on a Quote – RFMS Beta Apps & API

Obtaining Credit Card Pre-authorizations is a feature of RFMS Credit Card Services and will work for users of Payments Flex, CardPointe (Clover), and Cyncly Pay. Please review the article Credit Card Pre-Authorizations before continuing with the information in this article.

This article will help take you through the process and necessary permissions that are needed to obtain a credit card pre-authorization on a quote.

Necessary Permissions

Core Permissions

Credit Card set-up must be complete
Individual user must be granted access to credit card payments and My Flooring Link

ROS Permissions

User settings>Order Entry>Preauthorize Payment

pre authorize payment permission.png

How to Obtain a Pre-Authorization

Send a request via MFL
Obtain Pre-authorization in person through RM

How to Collect a Pre-Authorization

When a quote is exported to an order the pre-authorized amount will be collected through a credit card transaction.

How to Void a Pre-Authorization

A quote that has a pre-authorization will have the option to Void the pre-authorization.

void pre auth on quote.png

At the top of the quote tap the Void button .
Confirm that you wish to void the pre-authorization
The pre-authorization is removed from the quote and the hold on the customer credit card is removed.