Sertifi Credit Card Authorization: Everything You Need to Know

Friday, January 20th, 2023 - Credit

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Are you tired of dealing with the hassle of credit card authorizations in your business? Sertifi may just be the solution you’ve been looking for. Sertifi is a company that provides online payment and e-signature solutions, specializing in credit card authorizations. With its user-friendly interface, Sertifi makes it easy for businesses to securely obtain credit card authorizations from their customers. In this blog post, we’ll take an in-depth look at Sertifi Credit Card Authorization and give you tips on how to use it to streamline your business operations.

Sertifi Credit Card Authorization – Streamlining Payments and Signatures

With the constant rise of online transactions and the need for business owners to collect payments faster and more efficiently, Sertifi offers a user-friendly platform that streamlines payments and signatures. This software allows businesses to have an effective and easy method of obtaining customer credit card transaction authorizations, either through email or e-signatures. With Sertifi, the customer is given an easy, stress-free method of submitting their card information securely through a customizable, branded web form. The authorization is then entered directly into the company’s software for processing.

Sertifi is the perfect solution for businesses that require secure and efficient transactional processes. With features such as customizable branding, best-practice compliance, and affordable pricing, Sertifi is fast becoming the go-to online payment and e-signature solution for businesses globally. Here are some features that make Sertifi stand out.

Sertifi Features

Online Payment Process Image

Online Payment Process

Sertifi offers an online payment process to make it easy for your customers to pay. By removing the barriers to payment, your customers will be more likely to purchase your products or services. Online payments are transacted via a customizable branded form, as seen above, which offers a hassle-free and secure way for customers to pay.

Sertifi Reviews

Sertifi Reviews: 140+ User Reviews and Ratings in 2022

Sertifi has received great reviews from its customers who have found the software easy to use, cost-effective, and a valuable asset to their businesses. Sertifi has an overall rating of 4.3 on G2, with many reviewers noting that the platform is user-friendly and offers many features that streamline their payment processes. The image above shows the Sertifi reviews page on G2.

Ach Authorization Form for Business

Ach Authorization Form For Business

Sertifi Credit Card Authorization goes beyond just credit card transactions by also providing for ACH transactions (money transfers initiated through the Automated Clearing House network). With Sertifi, you can create and send authorization forms for ACH payments easily, and once the authorization is received and signed, the ACH payments can be processed. The image above shows an example of an ACH debit authorization form for business from Universal Network Cables.

Marriott Credit Card Authorization Form

Marriott Credit Card Authorization Form - Fill Out and Sign Printable

Sertifi Credit Card Authorization allows you to create custom credit card authorization forms like the one above, with all necessary fields needed for a successful transaction. The forms can be customized to capture specific details based on your business needs. Marriott Credit Card Authorization Form above serves as an example of what a typical credit card authorization form looks like and the type of information that is required.

Credit Card Pre-Authorization, and What Are Its Benefits?


Sertifi Credit Card Authorization also offers credit card pre-authorization, a process that involves placing a temporary hold on funds of an amount to be determined by your business. This hold assures the business that the customer’s credit card is valid, and that they have the available funds for the transaction. PaySpace’s “What’s Credit Card Pre-Authorization, and What Are Its Benefits?” chart above shows the benefits and how credit card pre-authorization works.

Credit Card Authorization Form

credit-card-authorization-form Seaport Energy Boston

The image above shows an example of a typical Credit Card Authorization Form. Sertifi Credit Card Authorization makes it easy for businesses to create custom credit card authorization forms like the one above, with all necessary fields needed for a successful transaction.

Tips for Using Sertifi Credit Card Authorization

Send an Authorization Form

Send an authorization form

It is important to send authorization forms to your customers in a timely manner. Sertifi allows you to create customizable forms and send them securely to your customers via email for them to sign electronically. The Sertifi dashboard allows you to manage your authorization forms efficiently, track approvals and declines, and receive real-time notifications on the status of your forms. The image above shows an authorization form being sent on the Sertifi platform.

Credit Card Authorization, Payment, e-Signature Software for Hotels

Credit Card Authorization, Payment, e-Signature Software for Hotels

Sertifi Credit Card Authorization is especially useful for the hotel industry, where credit card authorizations are required before check-in. The Sertifi software allows hotels to request, approve, and collect guest signatures on credit card authorization forms in a matter of seconds, reducing the check-in time for guests, and increasing operational efficiency. The image above shows an example of how Sertifi’s software integrates with hotel processes.

Sertifi for Salesforce Users

sertifi for salesforce users reap many benefits we re thrilled to share

If you are a Salesforce user, Sertifi can integrate with your existing Salesforce system seamlessly. This enables bidirectional communication in real-time, allowing you to send authorization and payment requests directly from Salesforce. The Sertifi for Salesforce integration also includes e-signature features and other secure document delivery functions. The image above shows an example of how Sertifi integrates into Salesforce.

12+ Credit Card Authorization Form Template Pdf | DocTemplates

12+ Credit Card Authorization Form Template Pdf | DocTemplates

Sertifi has a wide variety of templates that businesses can choose from to create their credit card authorization forms. In fact, Sertifi offers over a dozen credit card authorization form templates in PDF and other formats, which businesses can customize to their needs. The image above shows an example of a credit card authorization form template from DocTemplates.

Sign Your Salesforce Documents in a Single Click

Sign Your Salesforce Documents In A Single Click

If you are a Salesforce user, Sertifi has a Salesforce application that can be installed with one click. The app allows users to direct requests for electronic signatures, credit card authorization forms, and e-payments from Salesforce. With Sertifi’s integration with Salesforce, businesses can save time and approval delays from creating and sending individual documents. The image above shows the one-click installation process of the Sertifi app in Salesforce.

Sertifi for eSignatures and Secure Payments

Sertifi | Closing Pro+ for eSignatures and Secure Payments

Sertifi offers e-signatures and secure payments through its flagship product, Closing Pro+. The software offers a comprehensive solution for the entire document lifecycle, from collecting signatures to receiving payments. Sertifi users can integrate their third-party document management software and apps to interact with the platform, thus providing more flexibility and functionality. The image above shows Sertifi’s Closing Pro product for e-signatures and secure payments.


Sertifi Credit Card Authorization provides businesses with a user-friendly platform for streamlining their payment and signature processes. With customizable branding, compliance standards, and affordable pricing, Sertifi is becoming the go-to platform for online payments and e-signatures. This software offers a variety of features such as ACH and credit card pre-authorization, and form templates for credit card authorization. With one-click installations through its Salesforce application, Sertifi is also accessible to Salesforce users for electronic signatures and payments. By bringing a new level of efficiency to payment processes, Sertifi is a valuable tool for businesses that want to streamline their operations.


Conclusion, a sertifi credit card authorization is a crucial tool that enables property purchasers to acquire a property without having to pay the full purchase amount upfront. It gives access to homeownership and permits individuals and families to realize their goals of owning a home.

One of the main pros of a sertifi credit card authorization is the capacity to spread out the expense of a home over an extended period of time, allowing it budget-friendly for homebuyers. Furthermore, a mortgage allows homeowners to establish equity in their house over time, which can act as a economic asset and offer opportunities for future financial expansion.

However, it’s vital to fully grasp the responsibilities and hazards associated with a sertifi credit card authorization, including loan rates, payment terms, and possible repossession risks. It’s important to meticulously think about your monetary condition and plan before committing to a sertifi credit card authorization to guarantee that it’s budget-friendly and suitable for your particular needs.

Remember, a sertifi credit card authorization is a extended commitment, so ensure to inform yourself, thoroughly review your monetary circumstance, and find qualified counsel to make well-informed decisions. With cautious strategizing and careful consideration, a mortgage can be a powerful instrument in helping you achieve your ambition of owning a property.

Sertifi Credit Card Authorization: Everything You Need to Know | Cade | 4.5