Payments App v09 Pre-Authorization
Description
What's in this 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 days. Once a credit card has been pre-authorized, the cardholder cannot spend this money elsewhere; the transaction 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.
IMPORTANT!
Pre-authorizations will not settle until a post-authorization is performed.
To pre-authorize a transaction
- Open the Payments app.
- Tap AUTH.
- Enter your Operator Password.
- Enter the sale amount to pre-authorize.
- Tap Confirm.
- Swipe, insert, or tap the card.
- (If enabled) Enter the Invoice Number and tap Confirm.
- (If enabled) Enter the Server ID and tap Confirm.
- (If debit) Instruct the customer to enter the PIN number and tap Confirm.
- (Purchase card only) Enter a Purchase Order number for the sale and press Confirm.
- (Purchase card only) Enter the Tax Amount for the sale and press Confirm.
- (Purchase card only) Choose a Tax Status amount and press Confirm.
- If enabled, a receipt will print. If a second receipt is needed, tear off the receipt and then tap OK to print another.