How complete Authorized Payment?

How to Mark Payments as Complete if Authorized

When a client views an invoice on the invoice detail page, they have the option to either:

• Pay in full immediately, or
• Authorize the charge, with the payment to be completed on the day of service.

For Authorized Payments that Need to be Completed:#

For Square Payments:#

1. Payments can be created in “Authorized” mode by clicking the Authorize button on the invoice page.

2. Authorized payments can be completed later using the following method:

   • Manual Process: Use the Square payment ID to authorize and complete the payment.
   • The system will then call Square’s API to complete the payment.

After Payment Completion:#

Once the payment is completed:

1. The invoice is marked as paid.
2. A payment record is created with the status “COMPLETED”.
3. The payment’s paidAt field is set to the current time, indicating when the payment was processed.

✅ Tip: If you’ve authorized a payment, make sure to complete it before the day of service to avoid delays in processing.