Authorise now, capture later

Reserve a card payment now, without taking the money, then take some or all of it once you know the final amount.

Card only

Authorisation holds work on card payments only — there is nothing to hold on a bank payment. If the customer is paying by bank transfer, use Charge a customer instead.

Before you start

• The Authorize Payment action on this object's page layout — added the same way as the Charge action; see Part 6 of the quick start guide and choose the Authorize Payment component instead of Charge.
• You need the ChargeOn permission to authorise payments (part of the ChargeOn Admin or ChargeOn Authorize Operator permission set) to do the authorising, and separately, the permission to capture or void (part of ChargeOn Admin, ChargeOn Operator or ChargeOn Standard User) to finish the job afterwards.
• A gateway whose Checkout Experience supports authorise and capture. Adyen, PayPal and Stripe do not offer it in their default Redirect experience — see the gateway reference.

Authorise the payment

1. Open the record.
2. Click Authorize Payment.
3. If more than one gateway is available, select it from Select Payment Gateway.
4. Enter the payer's details and card information.
5. Click Authorize.

What you should see: a new Transaction History record with status Authorized, showing the amount reserved. No money has moved yet — the card issuer has set it aside.

Capture the payment

1. Open the Transaction History record you authorised — its status must be Authorized.
2. Click Capture.
3. Review the amount to capture. To take less than the full amount, edit the line items shown.
4. Click Next.
5. Click Confirm.

Some gateways only allow the full amount

Linked2Pay, Elavon and NMI don't support partial capture — you either capture the full authorised amount, or void it. Every other gateway that supports capture lets you take less than what was authorised. See the gateway reference.

What you should see: the same Transaction History record moves to status Success, showing the amount actually captured.

If you decide not to fulfil

Release the hold instead of capturing it — see Void a transaction.

If it does not work

Symptom	Likely cause	What to do
Authorize Payment doesn't appear on the record	The action hasn't been added to this object's page layout	See Before you start
No gateway is selectable on Authorize Payment	Every configured gateway either doesn't support Card, or is running the Redirect checkout experience	Check the gateway's Checkout Experience — see the gateway reference
"Partial capture is not supported for {gateway}."	This gateway requires full capture	Capture the full authorised amount, or void it instead
"Capture amount cannot be greater than authorized base amount."	You tried to capture more than was held	Reduce the amount or the line items
"Environment mismatch between Transaction History and Payment Gateway."	The gateway's Environment (Live/Sandbox) changed since this authorisation was created	Check the gateway record's Environment setting with your administrator
Capture fails with the gateway's own "expired" error	The card issuer only holds an authorisation for a limited time, and this one has passed it	Void the transaction and take a fresh payment
"You do not have permission to capture authorized payments."	Missing the Capture permission	Assign a permission set that includes it
"An Unresolved Transaction is already linked to this record."	A previous action on this transaction didn't finish cleanly	Resolve it first