Follow these instructions to perform an assisted UnionPay pre-authorization transaction.
1. From the Main menu, tap Transactions, Additional Transactions, Assisted UnionPay, then Pre-Authorized Transactions.
§ 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.
4. At the "Swipe your UnionPay card " prompt, the customer visually confirms the pre-authorization amount.
5. The customer swipes their card on the terminal.
Note: Tap and insert do not apply to assisted UnionPay transactions.
§ 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.
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.
8. The customer passes the terminal back to you. Press the green key to continue, if needed.
9. When "Transaction Approved" appears, tap OK.
10. Process any printed receipts.
Note: A customer signature is always required for UnionPay transactions, so the merchant copy of the receipt is always printed. Ask the customer to sign the merchant copy of the receipt.