This article explains how to perform a pre-auth when the customer is not present and you, therefore, do not have access to the customer's 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:
- Tap Menu icon onscreen and select the Pre-Authorization option
- Enter amount, press
- Press yellow Correction button
- To Abort transaction press red cancel button
- To Abort transaction press red cancel button
- Select Manual Entry
- Enter Card Number, press
- Enter Expiry Date, press
- Enter Security Code, press
- The Merchant receipt prints, press OK; the Cardholder receipt prints
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
- Tap the icon in the bottom right of the screen
- When prompted, enter the customer's card number, expiry date and security code. Tap to process the pre-authorisation
- Pre-authorisation 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
- You will be asked: "Accept Transaction"?
- Tap "Yes" to finish the pre-auth process. This prints a copy of the receipt for the customer
- Tap "No" to abandon the pre-auth process. Following confirmation the transaction will be reversed
Not supported
This functionality is not supported on your device.
