Pre-authorization - Card not present
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Pre-authorization - Card not present (CNP)

If your business receives orders by Internet, mail, or telephone, follow these steps to process a Pre-authorization transaction where you can manually enter the customer’s credit card information.

  1. Start at the Purchase screen.

If your terminal is at a different screen, tap the Main menu  icon, then tap Transactions.

 
  1. Tap the additional options  ⋮  icon and select Pre-authorization.  

The title of the screen changes from Purchase to Pre-authorization. 

  1. Tap the card entry field (Tap, insert or swipe) to display the card entry options. 

 
  1. Tap Manual entry, then tap OK.

Note: This option is available only when “Manual entry” is enabled in your user role. For more information, refer to  User roles. 
  1. Enter the amount you want to pre-authorize, then tap the OK ◯ key.

Note: The order of these initial steps is flexible. You can enter the pre-authorization amount first, or you can choose the method of card entry first. Both will work.
  1. At the manual card entry screen:
    1. Verify the pre-authorization amount.
    2. Tap each credit card field and enter the information required.
    3. Tap Confirm.
    4. Choose one of the following: 
  • If you did not enter a CVV, continue at step 7.
  • Otherwise, skip to step 8.
  1. Tap one of the available choices to indicate why you did not enter the CVV.
  1. The “Processing, please wait” message appears.

 
  1. Once the pre-authorization is approved, the “How would you like your receipt?” prompt appears, showing the available options for receiving a receipt: Print, Text, Email, and No Receipt.
    1. Select a receipt format on behalf of the customer, or ask them if speaking on the telephone.
    2. If you selected Text or Email, enter the appropriate information.

Note:      You can choose which receipt options are shown. Refer to Receipt settings.
  1. If the customer chose to receive a paper receipt, the application prints the receipt.
  1. The “Transaction Complete” prompt appears. Tap OK to return to the default transaction screen.
  1. If you enabled merchant receipt printing, the application prints the merchant copy of the receipt.

Store the merchant receipt for your records.
  1. The default transaction screen appears.

The application is ready to process your next transaction.