Pre-Authorize Credit Card on a Quote in RFMS Mobile

Use RFMS Mobile to authorize an amount on a customer's credit card from a quote.

If you want the customer to enter their card information remotely, see Request a Credit Card Pre-Authorization with My Flooring Link.

For general information about credit card authorizations, see Credit Card Pre-Authorizations in RFMS.

Before You Begin

Credit card setup must be complete, and must have permission to process credit card transactions.

Your RFMS Mobile user role must also include the Preauthorize Payment permission under RFMS Online Services > User Settings > Order Entry.

Preauthorize the Card

1. Open the customer quote in RFMS Mobile.
2. Select Sign and Authorize .
3. Collect the customer's name and signature, then select Accept.
   
4. Enter the amount to authorize if it is different from the balance due.
   
5. Enter the card information using the method supported by your payment solution. Select Authorize to complete.
   
6. The authorization will appear on the record.
   

The authorization is valid for seven calendar days. See Cyncly Payments Surcharge: Eligibility and Requirements for surcharge rules.

Collect the Payment

Export the quote to an order within seven calendar days. RFMS captures the preauthorized amount as a credit card payment when the quote is exported.

Void an Authorization

You can void the authorization from the quote before it is collected.

1. Open the quote and select Void, .
2. Confirm that you want to void the authorization.
3. RFMS removes the authorization from the quote and releases the hold on the customer's credit card.