Request a Credit Card Pre-Authorization with My Flooring Link

Use My Flooring Link to request a credit card pre-authorization from a quote in RFMS Core Order Entry.

If you are new to credit card pre-authorizations, see Credit Card Pre-Authorizations in RFMS before you begin.

Before You Begin

A supported credit card payment solution must be set up in RFMS.

If you need to set up credit card processing, see Credit Card Set Up.

Send the Request

1. In RFMS Core Order Entry, select the customer quote.
2. Select My Flooring Link.
   
3. Customize the My Flooring Link document.
4. Select Request Approval and Request Card Authorization.
   
5. Select Share.
6. Email the link to the customer or copy the link and send it another way.

The customer can open the link, enter their credit card information, and provide their approval.

If Surcharge Applies

If your business uses Cyncly Payments and has surcharge enabled, an eligible credit card authorization may include a surcharge.

Cyncly Payments calculates the surcharge from the amount being authorized. The customer sees the surcharge and total authorization before approving the request.

RFMS saves the authorization and surcharge, but the funds are not collected until you use the authorization as payment.

You do not need to calculate or add the surcharge.

See Cyncly Payments Surcharge: Eligibility and Requirements for surcharge rules.

Use the Authorization as Payment

The authorization is valid for seven calendar days. You must use it as payment within that time.

1. Open the customer order and select Payments, .
2. Select the register, select Card Not Present, and enter the payment amount in the Card section. Select OK.
   
3. Select Pre-Auth from the available payment methods, then select OK.
   

RFMS uses the authorization to collect the payment.