#handimentor_best-practices

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cinder portalBOT
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indigo lynx
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๐Ÿ‘‹ happy to help

unique fjord
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thanks tarzan! essentially I am a complete novice when it comes to tech and have no clue where to start

indigo lynx
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Can you confirm this approach and advise on the steps to set this up?
yes you're correct

unique fjord
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thanks - I'm not sure how to get this up and running

indigo lynx
unique fjord
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my issue is that i will only know the ammount that needs to be captured once I've reviewed the quote and told the customer how much it will be - they then need to authorise the quote and then i can take the payment.

indigo lynx
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but you can auth without knowing the amount

unique fjord
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ah i see

indigo lynx
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placing a hold on a PM means that you want to insure that the amount you need is available and no one else has access to it

unique fjord
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great thank you for confirming the approach - ill see if i can set this up

indigo lynx
unique fjord
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i think that would be a useful tool - can i use this in conjunction with the hold function?

indigo lynx
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you won't be able to make the hold until they accept the quote