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Step 6 - Process Pre Auth

A Pre-Authorization is used when you would like to keep a Credit Card Authorization pending beyond a single day. A Pre-Authorization can not be settled until you Complete it. A Pre-Authorization can also be voided. It's important to note that a Pre-Authorization against a debit card will place a 3-5 day hold for the charge amount.

 


Use the following steps to Pre-Authorize a Credit Card


 

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  • Tap Credit Cards from the Home screen
  • Tap Process Pre-Authorization
  • Enter card holder Information or swipe credit card (if applicable)
  • Type in the amount
  • Press the physical 'Menu' or 'Forward' button on your Android phone and tap Process
  • Approved
 

Use the following steps to Complete a Pre-Authorization


 

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  • Tap Reports and then Unsettled Transactions Home Screen
  • Tap Pre-Auth transaction you would like to complete (it will Highlight for a second). Press the physical 'Menu' or 'Forward' button and then PA Complete
  • Before you confirm the amount you can change the final amount
 

Use the following steps to Void a Pre-Authorization


 

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  • Tap Reports and then Unsettled Transactions Home Screen
  • Highlight the Pre-Auth transaction you would like to void. Press the physical 'Menu' or 'Forward' button and then Void
  • Confirm Transaction
 

Next

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