Pre-Authorization as Default

Note:
- If a chip card is used, the cardholder may be prompted to enter a PIN.
- If a Private label credit card is used, you may be prompted to enter a Promo code.
- Some debit chip cards may be used for this transaction.
- If a UnionPay card is used, there may be additional prompts for you or the cardholder.

From the (PRE-AUTH) READY screen:

To navigate through the menus:

- Scroll down: press the key to move the highlight bar down.
- Scroll up: press the key to move the highlight bar up.
- Select a highlighted item: press the key.

For information about the keys...

1. Key in the amount of the Pre-Auth, and press the key.

If the ENTER CLERK ID entry screen appears ...

If the ENTER INVOICE NO entry screen appears ...

The SWIPE OR INSERT CARD prompt appears on the terminal (or external PINpad if attached).

Note: If an external PINpad is attached, the SWIPE CARD prompt appears on the terminal while the SWIPE OR INSERT CARD prompt appears on the external PINpad.

2. Enter the card as follows:

swipe

insert

manually enter
(credit and
some debit chip cards)

a. Swipe the card on the terminal (or external PINpad if attached) .

If the ENTER LAST 4 DIGITS entry screen appears on the terminal , key in the last 4 digits of the Card number, and press the key.

b. Continue below at step 3.

a. You or the cardholder must insert the card into the terminal chip reader (or the PINpad chip reader if attached).

IMPORTANT: Leave the chip card in the reader for the entire transaction.

b. Continue below at step 3.

a. Key in the Card number, and press the key.

The ENTER EXPIRY DATE entry screen appears on the terminal .

b. Key in the Expiry date, and press the key.

If ENTER ADMIN PASSWORD appears, key in your admin password.

If the SWIPE ADMIN CARD prompt appears on the terminal, swipe the POS admin card.

If MAIL/TEL options appear on the terminal ...

If the TAKE MANUAL IMPRINT OF CARD AND PRESS OK prompt appears on the terminal ...

c. Continue below at step 3.

3. One of the following prompts may appear on the terminal:

If the CUSTOMER PRESS OK TO CONTINUE prompt appears ...

If the CONTINUE ON PINPAD prompt appears ...

4. Please wait while the terminal processes the transaction.

If the ENTER PROMO CODE entry screen appears ...

If the ENTER INVOICE NO entry screen appears ...

5. The terminal communicates with the Moneris Host, and then one of the following APPROVED messages appears on the terminal depending on the Card Entry method:

If APPROVED ###### OBTAIN SIGNATURE appears, press the key. A receipt prints.

If APPROVED ###### MERCHANT COPY appears, press the key. A receipt prints.

6. Process receipts.

Note: You must perform a Pre-Auth Advice transaction (using the sequence number or the Advice List) to complete this transaction, or alternatively you may use the Advice List to delete or cancel the transaction. You may also delete the Pre-Auth by performing a Transaction Inquiry.

Note: If the Pre-Auth is cancelled, the hold on the cardholder's funds is immediately released. If the Pre-Auth is deleted, the hold is NOT immediately released.

Top of page