Pre-authorization - completion or void
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Pre-authorization - Completion or void

Choose which transaction you wish to process: 

 

  1. At the Main menu, tap Reports. 

 
  1. The Reports screen shows all transactions ordered by date. Tap the pre-authorization you want to complete or void.
  • If needed, tap the All transactions dropdown menu and select Pre-authorizations to see pre-authorization transactions processed in the last 30 days. 
  • You can also tap Scan to scan the QR code from a receipt, or tap Search to look for the transaction to be completed or voided. For instructions, refer to Finding a transaction using Scan or Search.

 
  1. The transaction details screen appears.
  • Verify this is the right pre-authorization.  To go back, tap   <   icon in the title bar.
  • To complete the pre-authorization, tap Complete, and proceed to step 4. 
  • To void the pre-authorization, tap Void, then tap OK on the confirmation screen. Proceed to step 8 (Processing, please wait). 
  1. The “Completion” screen appears showing the original pre-authorization amount.
  • To change the completion amount, tap the Delete  <  key to delete the full amount, then enter the final amount to charge to the customer’s card.   
  1. Tap the OK ◯ key to continue.

 
  1. As indicated on-screen, pass the terminal to the customer so they can respond to any customer prompts.
  1. If tip entry is turned on, the customer enters a tip (or no tip)

To enable tip entry, refer to Tip settings.
  1. The “Processing, please wait” message appears.

 

 
  1. Once the completion (or void) 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.

  1. 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).
  1. The application prints receipts if requested. 
  • If the customer requested a printed receipt, give them the cardholder copy. 
  • If you enabled merchant receipt printing, keep the merchant copy for your records.
  1. When the “Transaction complete” prompt appears, tap OK to return to the default transaction screen.
  1. The default transaction screen appears.

The application is ready to process your next transaction.