key to continuePerform a credit card pre-authorization if the final Purchase amount is unknown (for example, car rental or hotel stay).
1. From the Main menu, tap Transactions, then Pre-Authorized Transactions, then Pre-authorization.
§ Respond to any security prompts that appear.
2. Key in the amount you want to pre-authorize and tap OK.
§ Respond to any merchant prompts that appear. The terminal may ask for an invoice number and other information.
3. Pass the terminal to your customer so they can respond to the customer prompts.
Note: If you have the external PIN pad, you will not be prompted to pass the terminal.
4. At the "Insert or swipe" prompt, the customer visually confirms the pre-authorization amount.
5. The customer enters their card on the terminal. Depending on the type of card, they can insert or swipe it .
Note: Tapping the card is not allowed for pre-authorization.
§ The customer responds to any additional customer prompts, including prompts related to foreign exchange and PIN entry among other scenarios .
The "Processing your request" message appears.
Note: If the customer is using a UnionPay card and the terminal displays an error message (saying that the card or expiry date is invalid), perform an assisted UnionPay Purchase.
6. Once the transaction is approved, the "How would you like your receipt?" prompt appears, showing the customer the options for receiving a receipt: 1 Email, 2 Text, 3 Print, and 4 None.
7. The customer selects a receipt format (or no receipt) by tapping one of the options on screen or by pressing the corresponding number on the keypad.
The "Transaction Complete/Please pass terminal back to clerk" prompt appears.
Note: If you have the external PIN pad, the customer will not be prompted to pass the terminal.
8. The customer
passes the terminal back to you. Press the green key to continue
9. When "Transaction Approved" appears, tap OK.
10. Process any printed receipts:
§ if the customer selected Email...
§ if the customer selected Text...
§ if the customer selected Print...
§ if the customer selected None...
Note: A customer signature is always required for UnionPay transactions; therefore, the merchant copy of the receipt is always printed for UnionPay cards. Ask the customer to sign the merchant copy of the receipt.
If the customer swiped their card, obtain the customer signature on the merchant copy of the receipt, then tap OK as indicated on screen.