Authorizing a Credit Card (Mobile)

On the Work Order - Service form, select Authorize Credit Card to open the Credit Card Authorization form.

Specify this information:

Card Present: Select this check box if the card is physically available at the time of authorization.
Store For Future Orders: Select this check box to save the information in the back end system for future use.
Credit Card Capture: If you have previously swiped the credit card using a mobile device and selected Store For Future Orders, the stored information is displayed.
Card Number: Specify the 16-digit number listed on the front of the customer's credit card. If the credit card has been used and stored by the customer previously, you can select the number from the drop-down list.
Street, City, Prov/State, Postal/Zip: Specify the billing address information for the card holder.
Expiration Date: Specify the card expiration date in the form MM/YY.
Name On Card: Specify the card holder's name exactly as it appears on the credit card.
CV Number: Specify the 3-digit security number on the back of the card.

To capture a signature, instruct the customer to sign in the box.

Select Accept or Clear for the signature.

Select Authorize.