Pre-Authorization

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 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 green key.

For information about the keys...

1. Press the Admin key.
The MAIN MENU appears.

2. Press the green key to select TRANSACTIONS.
The TRANSACTIONS menu appears.

3. Scroll down to PRE-AUTH., and press the green key.
The ENTER AMOUNT entry screen appears.

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

If the ENTER CLERK ID entry screen appears ...

If the ENTER INVOICE NO entry screen appears ...

The SWIPE OR INSERT CARD prompt appears.

5. Enter the card as follows:

swipe

insert

manually enter
(credit and
some debit chip cards)

a. Swipe the card on the terminal .

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

b. Continue below at step 6.

a. You or the cardholder must insert the card into the terminal chip reader.

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

b. Continue below at step 6.

a. Key in the card number, and press the green key.

The ENTER EXPIRY DATE entry screen appears.

b. Key in the expiry date, and press the green key. The ENTER MAN ENT PASSWORD prompt appears.

c. Key in the manual card entry password and press the green key.

If MAIL/TEL options appear ...

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

d. Continue below at step 6.

6. One of the following prompts may appear:

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

7. Please wait while the terminal processes the transaction. Some of the prompts listed below may appear:

If the ENTER PROMO CODE entry screen appears ...

If the ENTER INVOICE NO entry screen appears ...

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

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

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

9. 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.

Note: The Pre-Auth Advice must be performed on the same handheld terminal as the original Pre-Authorization transaction.

Top of page