Payment preauthorization

Learn how to place a hold on payment (preauthorize)
Written by Mony
Updated 10 months ago

Turning on Payment preauthorization will automatically place a hold on any new jobs being creating inside of Maidily or any new jobs that come in through the our online booking form.

  • The hold on the customer's card for the total amount will last for 7 days
  • After 7 days the hold will expire
  • You will have the option to place the hold again after expiration

A Stripe or Square integration is REQUIRED for payment preauthorization to work

How to turn on payment preauthorization:

  • Turn on Payment preauthorization from Settings -> General - Booking and Pricing section

Pre-authorization payment details text on the booking form:

  • Turning on payment preauthorization will show this text on the booking forms

  • If a hold fails to be placed on the customer's card at checkout a preauthorize payment failure message will appear - the booking will not be submitted

Pre-authorization payment details text on the quote accept/reject form:

  • Turning on payment preauthorization will show this text on quote accept/reject form

  • If a hold fails to be placed on the customer's card while accepting a Quote a preauthorize payment failure message will appear - the quote will not be accepted

Payment preauthorization appearing in the job details section:

  • When payment preauthorization is activated you will see a new section on your job details page called 'Preauthorize payment'

  • Payment preauthorization does NOT apply to future jobs for recurring subscriptions and must be triggered manually

Considerations:

  • 'Preauthorize payment' status will automatically be set to 'Active' for bookings made through our booking iframe or newly created (manual) jobs in Maidily
  • Once the job is charged the status will change to 'Released' and funds will be released to you
  • Changing the job total OR switching cards will reset the 'Preauthorize payment' button
  • When creating a job - if the automatic hold fails you will see a message appear and you will not be able to create the job using the selected card for payment
  • Payment preauthorization applies to customers paying an invoice online
  • A Quote will not be accepted if the payment preauthorization fails

Relevant articles:

Have questions? We have answers! help@maidily.com

Did this answer your question?