Suppli lets you authorize a customer's card for an estimated amount, then charge that card later for the exact amount owed. Merchants use this when payment is required before material is delivered and the final cost depends on how much gets used.

An authorization places a hold on the card. No money moves until you run the payment.

Authorizations are not available on every Suppli account. Two different things can stop you, and they look different in the portal:

1. No + Add Deposit button on the Deposits page. Your ERP configuration doesn't allow deposits to be created in Suppli, so authorizations aren't available on your account.

2. The button is there but greyed out. Your user is missing the Create Payments or Request Payments permission. An admin on your team can grant it under Settings > Company > Team Management.

1. Go to the Invoices page and click the Deposits tab.

2. Click + Add Deposit, then choose Request Payment to have your customer enter their card, or Receive Payment to enter it on their behalf.

3. Turn on the Run as Authorization toggle. Suppli places a hold on the card instead of charging it.

4. Choose the correct account before you save. You can't change the deposit location afterward without our help, so it is worth a second look.

The hint under the toggle shows how long your authorizations stay valid. Seven days is the default, but this is configurable per account, so trust the number in the product over any number you have seen elsewhere.

Authorizations are card only. If you request payment and your customer pays by ACH, the payment is charged immediately for the amount requested rather than authorized. The Run as Authorization toggle will not appear if the selected payment method is not a card.

If 3D Secure is enabled on your account, a customer paying through a request may be asked to complete a verification step with their card issuer.

Your customer is notified when their card is authorized, and that notification tells them they will not be charged until the authorization is run. They may see a pending hold on their card until you either run the payment or cancel the authorization, and that hold reduces their available credit in the meantime.

You can also set your own notification preferences for when a deposit authorization is created, canceled, or charged.

1. Open the Deposits tab and click the deposit with the Authorized status to open the sidebar.

2. Click Run Payment.

3. Enter the amount to charge, up to the authorized amount.

4. Click Run Payment again.

Two things to know about the amount:

1. Charge no more than the amount authorized. Suppli will let you enter a higher figure, but it gets sent to the card processor and is likely to be declined.

2. The amount you enter does not include card fees. If card fees apply on your account, they are added on top of what you enter.

Once the card has been charged, the deposit status changes from Authorized to Open, and it can then be applied to invoices.

If the authorization or charge fails, Suppli offers a retry so you can re-enter the payment details.

All authorizations appear under Payments > Authorizations, with an Auth Expiration column so you can see when each one lapses. The expiration shown is your authorization window counted from the date of authorization, ending at 10:30 PM, not the exact time of day the card was authorized.

To release a hold you no longer need, open the authorized deposit and click Cancel Authorization. This requires the Void Payments permission.

If an authorization is not run within your window, Suppli cancels it automatically. The card is never charged and the deposit shows as Canceled. To collect, request, or run a new authorization.

Email support@gosuppli.com with the customer name and the deposit or authorization details. If an authorization has expired and you still need to collect, tell us the original amount and date and we can help you set up the next one.