This article explains how to perform a pre-auth when the customer is present and is able to produce their payment card.
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. At a later time, you can then either adjust the amount, complete the purchase or cancel to release the funds back to the customer.
This has useful applications for many types of businesses. Common examples would be for customers booking a hotel reservation, which ensures the customer has the funds to pay for their stay without actually charging them until checkout. Other examples would be businesses renting out cars or other valuable equipment, to provide peace of mind against potential damage, loss or theft of said products.
Follow the appropriate instructions below for your terminal:
Performing a pre-auth as described below with a Maestro card is not supported. However, you can still perform a pre-auth when the customer is not present by following the instructions in this article.
- Tap Menu icon onscreen and select the Pre-Authorization option
- Enter amount, press
-
Insert card (enter pin when requested); Tap or Swipe
- To Abort transaction press red cancel button
- To Abort transaction press red cancel button
- The merchant receipt prints, press OK; the cardholder receipt prints
- Both receipt lists Auth Code and Sequence Number
You have up to 30 days to complete the transaction before the reserved funds are automatically released back to the customer.
- Tap Supervisor on main screen to access the Transaction Menu
- Tap Pre-Authorizations... on the Transaction Menu to access the Pre-Authorizations menu
- Tap New Pre-Authorization
- Enter amount, tap
- To clear the amount, tap . You can then enter a new amount
- When prompted, ask customer to tap, insert or swipe their card. The customer can also present their mobile device
- To Abort transaction, tap
- Pre-authorisation completes 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
Not supported
This functionality is not supported on your device.
