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Payments App v09 Post-Authorization

October 7, 2024

Description

How to settle (post-authorize) a pre-authorized transaction in Payments app version 1.01.09

What's in this article?

To capture a pre-authorized credit transaction to settlement and get paid for the transaction, complete a post-authorization. 

IMPORTANT! 
Post-Auth transactions must have a related pre-authorized transaction. If there is no pre-authorization, the terminal will display an error message "CREDIT POSTAUTH No Transaction" and the terminal will then return to the Idle Display.

To post-authorize a transaction

  1. On the terminal home screen, tap the Payments app.

    App icons on main screen
  2. On the Payments tab, tap POSTAUTH

    Payment Tab, POSTAUTH option
  3. Enter the transaction number from the original credit pre-authorization receipt, then tap Confirm. You can also find the transaction number using the transaction history.

    Post Auth Enter Trans Number field
  4. The Credit POSTAUTH information screen displays. Tap Confirm to confirm the post authorization. 

    NOTE: You may need to scroll down slightly on the screen to see the Confirm button. 

  5. Enter the amount for the post authorization. Tap Confirm.
  6. (Tipping Enabled) Enter a tip amount for the post authorization. Tap Confirm. A receipt will print. 
  7. If an additional receipt is needed, tap OK at the Tear Slip prompt.  
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