How do I generate a Pre-Auth?

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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:

 POS

  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.

  1. Tap Menu icon   onscreen and select the Pre-Authorization option
  2. Enter amount, press  
  3. Insert card (enter pin when requested); Tap or Swipe
    • To Abort transaction press red cancel button cancel-button.png
  4. 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.

 SoftPOS -  Not supported

Not supported

This functionality is not supported on your device.

 SmartPOS -  Not supported

Not supported

This functionality is not supported on your device.

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