Pre-authorization

1. Start at the Purchase screen. This is the terminal's default screen.

If your terminal is at a different screen, tap the Main menu  icon, then tap Transactions.

2. Tap the additional options  ⋮  icon and select Pre-authorization.  

The title of the screen changes from Purchase to Pre-authorization. 

3. Use the on-screen numeric keypad to enter the amount you want to pre-authorize, then tap the OK ◯ key.

4. Pass the terminal to your customer so they can enter their card and respond to any customer prompts.

1. The pre-authorization total screen appears, prompting the customer to “Tap, insert, or swipe.”  
5. The customer enters their card on the terminal. Depending on the type of card, they can tap, insert, or swipe it. For more information, refer to card entry options.

7. The “Processing, please wait” message appears.

If the customer inserted a chip card, the message “Do not remove your card” also appears.

8. Once the pre-authorization is approved, the “How would you like your receipt?” prompt appears, showing the customer the available options for receiving a receipt: Print, Text, Email, and No Receipt.

Note:      You can choose which receipt options customers will see. Refer to Receipt settings.

9. The customer selects a receipt format (or no receipt) by tapping one of the options on screen. If the customer chooses Text or Email, they are prompted to enter the appropriate information (cellular phone number, email address).

10. If the customer chooses to receive a paper receipt:
    1. The application prints the receipt.
    2. The customer tears off the receipt. 

11. The “Transaction Complete” prompt appears.
    12. The customer passes the terminal back to you. 
    12. Tap OK to return to the default transaction screen.

12. If you enabled merchant receipt printing, the application prints the merchant copy of the receipt.

Store the receipt for your records.

13. The default transaction screen appears.

The application is ready to process your next transaction.