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Payments App V1.01.11 Pre-Authorization

June 11, 2025

Description

How to pre-authorize a transaction in Payments app version 1.01.11

What's in this article?

NOTE:
To learn how to check your Payments app version, see the Payments Application Version article.

A credit card pre-authorization puts a temporary "hold" on the funds for the estimated amount of a transaction. The duration of the hold will depend on your Merchant Category Code (MCC), but in general the hold will last five to seven days. Once a credit card has been pre-authorized, the cardholder cannot spend this money elsewhere; the transaction will not settle, and will show as a pending sale that will fall off if the post-authorization is not completed. If the cardholder calls their card issuing bank, the card issuer will confirm that a pre-authorization is holding funds on the cardholders account. If the pre-authorization expires, the hold is released from the card. 

Pre-authorizations on the terminal are valid until the batch closes at the end of the business day. If a pre-authorization will not be captured on the same day, use Virtual Terminal instead of the terminal to process the transaction. 

To pre-authorize a transaction

  1. Open the Payments app.

    Main screen app icons
  2. Tap AUTH.

    Payment Tab. Auth option.
  3. Enter your Operator Password.

    Operator Password field
  4. Enter the sale amount to pre-authorize.

    AUTH Option Enter Amount Field
  5. Tap Confirm.
  6. Swipe, insert, or tap the card. If manually entering the card, you will be prompted to enter additional details.
    Card Not Present
    1. Enter the card billing address and/or ZIP code. 
    2. Tap Confirm.

      NOTE: Non-US cards cannot bypass the ZIP code request. A numeric ZIP code must be entered. 

    3. Enter the card verification code (CVV) from the back of the card. 

    WARNING! 
    Bypassing Address/Card Verification Fields Not Recommended
    Leaving the address, ZIP or card verification code blank will bypass the field but doing so will increase the risk of chargeback. If you bypass the card verification code, you will need to select a reason for the bypass, the tap OK.

    Card Present
    1. Enter the card billing ZIP code.
    2. Tap Confirm.

      NOTE: Non-US cards cannot bypass the ZIP code request. A numeric ZIP code must be entered. 

  7. (If enabled) Enter the Invoice Number and tap Confirm
  8. (If enabled) Enter the Server ID and tap Confirm
  9. (If debit) Instruct the customer to enter the PIN number and tap Confirm
  10. (Purchase card only) Enter a Purchase Order number for the sale and press Confirm.
  11. (Purchase card only) Enter the Tax Amount for the sale and press Confirm
  12. (Purchase card only) Choose a Tax Status amount and press Confirm.
  13. If enabled, a receipt will print. If a second receipt is needed, tear off the receipt and then tap OK to print another. 
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