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
- 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
- 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
- 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
