Processing a Pre-Authorization

Follow the procedure below to authorize a temporary amount when the final amount of a credit card Purchase is not known.

To process a Pre-Authorization:

1. On the applications menu, select DEBIT & CREDIT.
The message "Activating App..." appears followed by the transactions menu.

2. To begin the transaction, select Pre Auth.
If the "Password:" prompt appears, key in the manager password and press the green OK key.

3. On the Pre Auth menu, select Pre Auth again.

4. Key in the Pre-Authorization amount and press the green OK key.

5. Follow the prompts on the terminal.

If prompted for a Clerk ID ("Clerk Id:"), see Entering the Clerk ID.

If prompted for an Invoice Number ("Invoice Id:"), see Entering an Invoice Number.

If prompted for a password during manual card entry, see Password Protection on Manual Card Entry.

6. Process receipts (see Personalized Receipts and Signing Credit Card Receipts).

Note: If Tip Processing is enabled, a blank Tip line is printed on the receipt below the base amount. If a signature line is printed on the Pre-Authorization receipt, the cardholder MUST sign the receipt.

7. When the final amount of the purchase is known, process a Pre-Authorization Completion for the final amount using the same card number.

Note: If processing the Pre-Authorization on a Private Label Card, you may be prompted for a Promo Code.

For details on basic prompts, see Responding to Basic Transaction Prompts.