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 adjusting the amount of a pre-auth that has already been processed.
- Tap Menu icon on screen
- Select Adjustment, Enter new total amount, press
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e.g. If decreasing the pre-auth value from £100 to £50, enter the Adjustment value as 50.
The ability to increase the pre-auth value (e.g. from £100 to £125) (AKA processing an Incremental Auth) is not currently supported by all card schemes.
Adjustments with DCC
When processing an adjustment on 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 recalculate the amount in the customer's currency. For transparency, both the latest conversion rate and the new amount are clearly displayed on the receipt.
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- Enter Auth code from original Pre-auth receipt, press
- Enter Sequence number from original Pre-auth receipt, press
- The Pre-Auth is re-issued and the terminal prints a receipt
- Once complete please dispose of original pre-auth receipt (as it is no longer needed)
- Tap Supervisor on main screen to access the Transaction Menu
- Tap Pre-Authorizations... on the Transaction Menu to access the Pre-Authorizations menu
- Tap Adjust 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 new total pre-authorisation amount, tap
- (e.g. if the original amount authorised was £50 and you wanted to add £30, you would enter £80 to reflect the new total)
- To clear the amount, tap . You can then enter a new amount
- Pre-authorisation adjustment is processed and a receipt is printed (your copy)
- Retain this receipt for completion of the transaction at a later date, or to make adjustments later if needed
- To print a copy of this receipt for the customer, tap Yes when prompted, otherwise tap No
- We recommend using the Auth Code and Ref # from the latest receipt when processing additional adjustments or a completion request
Not supported
This functionality is not supported on your device.
