How do I generate a Pre-Auth when the customer is not present?

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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.

 

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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.

To generate a pre-auth without the customer present, please follow these instructions:

  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...".


  3. Tap "New Pre-Authorization".


  4. 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.

  5. Tap the icon in the bottom right of the screen.


  6. When prompted, enter the customer's card number, expiry date and security code. Tap   to proceed to the next page.

    Screen that prompts the user to enter the customer's card number. They select X to cancel or the check icon to continue.

    Screen that prompts the user to enter the card expiry date. They select X to cancel or the check icon to continue.

    Screen that prompts the user to enter the card security code. They select X to cancel or the check icon to continue.


  7. 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:

  1. Tap Menu icon   onscreen and select the Pre-Authorization option
  2. Enter amount, press
  3. Press yellow Correction button correction-button.png
    • To Abort transaction press red cancel button cancel-button.png
  4. Select Manual Entry
  5. Enter Card Number, press
  6. Enter Expiry Date, press
  7. Enter Security Code, press
  8. 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.

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