1. Trust Payments
  2. In-Person Payments
  3. Pre-authorisations

How do I adjust an existing Pre-Auth?

​  Last updated: 
  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.
 

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This functionality is not supported on your device. You can use the drop-down above to review instructions for other supported devices.

The following instructions are for adjusting the amount of a pre-auth that has already been processed:

  1. Tap    Supervisor on the main screen to access the Transaction Menu.

    Main screen. Trust Payments logo is at the top, then a "Sale" button. More links are below, including "Supervisor" (circled).

  2. Tap "Pre-Authorizations...".

    Transaction Menu. User can select from the options presented. To perform a pre-auth, the user selects "Pre-Authorizations".

  3. Tap "Adjust Existing".

    The Pre-Authorizations menu has links for: "New Pre-Authorization", "Adjust Existing", "Complete Existing", "Cancel Existing"

  4. Enter the Auth Code of the pre-auth being adjusted and tap the   icon on screen.

    Screen that prompts the user to enter the auth code from the receipt. They select X to cancel or the check icon to continue.

      The Auth Code is a 6-digit number that can be found at the bottom of the pre-auth receipt.
      If previous adjustments have been made to the pre-auth since authorisation, we recommend using the Auth Code and Reference # from the latest receipt.
    Prior to cancellation, you can tap the   icon in the top right to abort this process.

  5. Enter the Reference # of the pre-auth being adjusted and tap the   icon on screen.

    Screen that prompts the user to enter the reference number from the receipt. They select X to cancel or the check icon to continue.

      The Reference # is a 12-digit number that can be found on the pre-auth receipt, above the total amount.

  6. Enter the new pre-auth amount and tap the   icon on screen.

    Screen where the user is prompted to enter the new pre-auth amount. They select X to cancel or the check icon to continue.

      For example, if the original amount authorised was £50 and you wanted to add £30, you would enter £80 to reflect the new total.
    Tap the   icon in the bottom left to clear the entered amount. You can then type in a new amount.

  7. The amount adjustment is processed. If successful, a confirmation message is displayed on screen and a receipt is printed for your records. The receipt will be needed to make any further adjustments to this pre-auth prior to completion.

    Screen showing the pre-auth was approved, followed by auth code and amount. Select "Continue" to return to the main screen.

      We recommend using the Auth Code and Reference # from the latest receipt when processing additional adjustments or a completion request

The following instructions are for adjusting the amount of a pre-auth that has already been processed:

  1. Tap Menu icon   on screen

  2. Select Adjustment, Enter new total amount, press  

    • 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.

     Compare POS features supported by different 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.

  3. Enter Auth code from original Pre-auth receipt, press
  4. Enter Sequence number from original Pre-auth receipt, press
  5. The Pre-Auth is re-issued and the terminal prints a receipt
  6. Once complete please dispose of original pre-auth receipt (as it is no longer needed)
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Michael Buckley