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How do I place a hold on a customer's credit card, to be charged or released several days later?

 
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Re: How do I place a hold on a customer's credit card, to be charged or released several days later?

Hello there, @jlynnking.

 

Currently, the option to hold a customer's account and process a charge days later is unavailable. As a workaround, you can create a recurring sale receipt template. This way, you can charge your customers automatically on a schedule that you set.

 

Here's how: 

  1. At the top right, click the Gear icon, then select Recurring Transactions.
  2. From the Transaction Type drop-down menu, click New.
  3. Choose Sales Receipt, then hit OK.
  4. Enter a template name, which helps you identify what the template is for.
  5. From the Type drop-down, select Scheduled.
  6. Choose a customer's name from the Customer drop-down.
  7. Input all the information needed for the schedule.
  8. From the Payment method drop-down, choose Credit Card.
  9. Choose an account from the Deposit to drop-down, and select Save Template when you're finished.

Please take note, Visa and MasterCard require a written authorization form from your customer. After you save the template, the form will be generated. Print it and ask them to fill it out, sign, and return it to you before the charge date. 

 

For additional reference, you may refer to the following article about how to set up, get authorization, and update template to process a bank transfer: Accept ACH payments.

 

Drop me a comment below if you have any other questions. Have a great one. 

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