Credit Card Required at Open and Pre-Authorization Settings (Management setting)

Note: This management setting is only available at the dealer-level, for locations with Credit Card Processing and/or Toll Processing. If you search the Management Hub and cannot find it, make sure you've selected a dealer check box on the left panel, and not just a location check box.

Use this setting to require a credit card on agreements, and turn on pre-auths for agreement charges and/or for tolls, depending on your integration:

  • Require a credit card be captured at open agreement: Toggle on Credit Card Capture Required at Open Agreement to require a credit card be captured on all new agreements, going forward, and to automatically enable pre-authorizations.

    • Employee roles with the Allow Override Credit Card Capture permission can override this requirement.

  • Enable pre-authorizations: Toggle on Enable Pre-Authorizations (if not turned on automatically) to have a pre-authorization automatically processed against the captured credit card when saving an open agreement, as long as the Pre-Authorize toggle on the agreement is selected. (It will be selected, by default.) If you use credit card processing for agreement charges and for toll charges, these authorizations are taken separately.
  • Set the default amounts for pre-authorizations: If you use credit card processing for agreement charges and for toll charges, these authorizations are taken separately, and you'll find default settings for both types of authorizations.
    • (Only displayed for locations with Credit Card Processing for agreement charges) Set the default authorization amount to hold for agreement charges (non-tolls): Select the method (Flat Amount on every agreement, regardless of the total charges, or Amount Over Charges, an additional flat amount over the amount due of the total charges). Then enter the amount of the authorization.

      • Example: Let's say you have your location set to pre-authorize $200 over the cost of the bill. If an open agreement accrues $100 in charges and fees, $300 would be authorized (the total due + $200) against the card.

    • (Only displayed for locations with Credit Card Processing for tolls) Set the default authorization amount to hold for toll charges: Enter the Flat Toll Amount to hold specifically for possible toll charges incurred on new agreements, going forward. (This only affects new agreements, going forward, not already-opened agreements.)


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