"Insurer cards and partial collections: get written approval"
"Source","https://bluefinchadvisors.com/blog/body-shop-insurer-card-partial-capture-approval"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Remittance reference","Current invoice allocation","Proposed collection amount","Payer permission reference","Processor capability reference","Actual collection status","Office owner role","Missing required fields"
"Remittance-example-9","Invoice-allocation-example","4000 of 7200, illustrative","","Provider review needed","Not attempted","Bookkeeper-role","Payer permission reference"

"Use this worksheet"
"Starting records are fictional examples, not merchant evidence."
"Keep private documents and actual contacts in your approved business system. Use internal reference codes here."
"Missing required fields indicate an unresolved record. Filled fields do not prove authorization, completion, compatibility or compliance."
"Export to approved business storage. Browser edits are cleared on reload."

"Sources"
"Stripe: separate authorization, capture and actual expiry","https://docs.stripe.com/payments/place-a-hold-on-a-payment-method"