How the eAuthorization Process Works — End to End

Overview

This article explains what happens from the moment an eAuthorization is sent to when your property receives the completed form with secured card details.

Step 1 — Your team sends the authorization request

1. A user at your property logs into your Sertifi portal.
2. The user creates a new folder and attaches a credit card authorization form.
3. The user sends the authorization request to the guest or client by email.

Step 2 — Guest receives the authorization form

Sertifi sends a branded email to the guest with the credit card authorization form. The email displays your property's logo and the sender's name from their Sertifi profile. Guests do not need to create an account to complete the form.

Step 3 — Guest completes the form

1. The guest opens the form and enters their credit card details.
2. The card is immediately run through an AVS (Address Verification) and CVV check.
3. The card number, expiration date, and card type are pushed to a secure token vault through your payment processor. The raw card number is never stored in Sertifi.

Step 4 — Completed form returns to your portal

Once the guest submits the form, it returns to your Sertifi portal as a completed authorization. Your team can view the authorization in the folder, access the last 4 digits of the card, and unmask the full number if your account has the required security group permissions.

Step 5 — Update your PMS

After reviewing the completed authorization, your team updates your Property Management System (PMS) with the relevant card details for the reservation. If your portal has a real-time integration with your PMS (such as Opera or Delphi), this step may happen automatically.

Related articles

• Send an eAuthorization — Classic
• Send an Authorization — Next Gen
• How to View or Unmask Credit Card Information — Classic