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Process Payment Action — Pre-Authorization
Process Payment Action — Pre-Authorization

Selecting Pre-Authorization for the Process Payment Action

Updated over 4 months ago

When you select Pre-Authorization in the Process Payment Action, the user will enter their payment details. 

NOTE: Pre-authorization is only available for Credit Card. It is not available for ACH nor for eCheck.

To verify the connection works and the payment details are correct, a $1 hold will be placed on the Credit Card for pre-authorization purposes. After the card has been successfully pre-authorized, the $1 hold is released. No actual money is exchanged or taken from the Credit Card.

Description

Save for Entity RecordID

The Record ID of the Entity (customer/vendor) whose payment details you wish to save.

Amount

This is automatically set to a dollar and cannot be changed. You will be able to specify the currency type, however, If your payment gateway does not support the specified currency the payment may fail.

The payment gateway will return values after trying to process authorization. 

Description

Gateway Response

The result of the request. Responses include, but not limited to, Success, Failed, and Pending.

Processed Successful (True/False)

Whether or not the request was successful.

Reference Number

Payment transactions reference number provided by the gateway. Only provided after a successful transaction.

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