Background
Pre-auths allow you to reserve funds in advance of a future transaction. During this time, while no funds have actually left the customer's bank account, these reserved funds are unavailable to the customer for other purchases.
The instructions below are for completing a pre-auth that has already been processed.
- Tap Menu icon onscreen and select the Completion option
- Enter amount, press
If needed, you can enter a lower Amount than was authorised and this is the final amount that will be settled into your bank account, with any remaining reserved funds being released back to the customer. However, if you need to settle a greater Amount than authorised, you will first need to perform an incremental auth.
If you are attempting to complete a pre-auth that has already been adjusted to a higher value, please enter the Auth Code and Sequence Number from the incremental auth receipt and not those returned at the pre-auth stage.
Completions with DCC
When processing a completion for a pre-auth processed using Dynamic Currency Conversion (DCC), enter the amount in your local currency as you would with any other transaction. The latest conversion rate is used to calculate the final amount to be debited from the customer's card in their local currency. For transparency, both the latest conversion rate and the final amount are clearly displayed on the receipt.
- Enter Auth Code, press
- (located on Merchant/Customer Pre-Auth receipt)
- Enter Sequence Number, press
- (located on Merchant/Customer Pre-Auth receipt)
- If tipping has been enabled on your device, the customer can now select a tip from a list of options presented to them. Learn more about tipping.
- Completion is performed. The merchant receipt prints, press OK; cardholder receipt prints
- Both receipt lists Auth Code and Sequence Number
- Tap Supervisor on main screen to access the Transaction Menu
- Tap Pre-Authorizations... on the Transaction Menu to access the Pre-Authorizations menu
- Tap Complete Existing
- Enter the Auth Code. This is a 6-digit number found at the bottom of the pre-authorisation receipt
- Enter the Ref #. This is a 12-digit number found on the upper half of the pre-authorisation receipt, above the total amount
- Enter the total amount for completion, tap
- (This must be for the partial or full amount that has been pre-authorised. If the completion value exceeds the amount pre-authorised, the transaction will decline)
- To clear the amount, tap . You can then enter a new amount
- The transaction is completed and a receipt is printed (your copy)
- Retain this receipt for your records
- To print a copy of this receipt for the customer, tap Yes, otherwise tap No
Not supported
This functionality is not supported on your device.
