Pre-Authorizations and Completions (Advices)

A Pre-Authorization transaction starts the purchase process by confirming that the Pre-authorization amount is available on the card and then placing a hold on that amount. This is useful if the final amount of the transaction is not known.  Once the final amount of the Purchase transaction is known, an Advice transaction MUST be performed to complete the Purchase process and transfer those funds to your business account.

Note: If you processed a Pre-Authorization transaction and no longer need to complete it (e.g. the cardholder chose another method of payment when the final amount was known) you can remove the Pre-Auth from the terminal memory by deleting or cancelling it to ensure that it is not completed accidentally.

Pre-Authorizations

Pre-Authorization transactions are commonly used in hotel, restaurant and car rental environments where the final amount of the sale is unknown when the card is first swiped. In these service-based environments, the Pre-Authorization transaction is often set as the default transaction started from the READY screen.

Note:  Pre-Authorizations can only be performed using chip functionality if the CHIP CARD PRE-AUTH parameter is set to YES on the terminal.

You can process a Pre-Authorization from the (Purchase default) READY screen.
           OR
You can process a Pre-Authorization from the (Pre-Auth default) READY screen.
 

Pre-Auth Completion (Advice)

Pre-Auth Completions can only be performed on the terminal if:

• a manual entry password has been configured

• manual entry has been enabled

• mail/telephone orders have been enabled

If Tip Reporting is enabled, you can:

• Complete or cancel the Pre-Auth from an Advice List.

If Tip Reporting is disabled, you can:

• Complete or cancel the transaction by using the Pre-Auth's Original Sequence number.

• Delete the transaction by performing a Transaction Inquiry.