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.
Not supported
This functionality is not supported on your device. You can use the drop-down above to review instructions for other supported devices.
Not supported
This functionality is not supported on your device. You can use the drop-down above to review instructions for other supported devices.
To generate a pre-auth without the customer present, please follow these instructions:
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Tap Supervisor on the main screen to access the Transaction Menu.
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Tap "Pre-Authorizations...".
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Tap "New Pre-Authorization".
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Enter the pre-auth amount and tap the icon on screen.
Tap the icon in the bottom left to clear the entered amount. You can then type in a new amount.Prior to completing the pre-auth, you can tap the icon in the top right to abort the pre-auth.
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Tap the icon in the bottom right of the screen.
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When prompted, enter the customer's card number, expiry date and security code. Tap to proceed to the next page.
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The pre-auth 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.
To generate a pre-auth without the customer present, please follow these instructions:
- 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.
