Pre-Authorisation

How to process and manage Pre-Authorisation transactions on your Android EFTPOS terminal.

 

Navigation

• Open a Pre-Auth
• Finding An Open Pre-Auth
• Confirm you have the correct Pre-Auth
• Complete a Pre-Auth
• Increment - increase the Pre-Auth amount of an open Pre-Auth
• Cancel a Pre-Auth
• Delayed Charge - can be applied to a completed Pre-Auth within 90 days of
  completion.
• Account Verify - confirm a card is valid with a $0 Pre-Auth

 

Open a Pre-Auth

1. Enter the Pre-Auth amount on the payment screen and tap Other
   Note: You can only complete a Pre-Auth for up to 15% more than the original
   amount
2. Tap Pre-Authorisation
3. If the customer is present, they will present their card
4. If customer is not present, tap the hamburger menu for Manual Card Entry
5. The terminal will process the Pre-Auth and display either Approved or Declined

 

Finding An Open Pre-Auth

1. From the Payment screen, tap the hamburger menu
2. Tap Transaction History
3. Navigate to the Pre-Auths tab

The icon next to your Pre-Auth transactions changes depending on the status of the transaction:

To find a specific Pre-Auth:

You can find all Pre-Auths opened on a terminal by filtering and searching in the terminal's Transaction History:

1. From the Payment screen, tap the hamburger menu 
2. Tap Transaction History
3. Tap the Search icon
4. Enter the last four digits of the customer’s card number or any 4 or more digits
   from the TRAN number or Invoice Number
5. Tap View

To search for a specific Pre-Auth opened on another terminal:

1. From the Payment screen, tap the hamburger menu
2. Tap Search Transactions
3. Tap Advanced Search
4. Enter the 12-digit RRN from the Pre-Auth receipt into the RRN field
5. Select Pre-Auth from the Transaction Type drop-down menu
6. Tap Search

Download all Pre-Auths across your terminals:

Pre-Auth Report can be used to retrieve a list of open Pre-Auths opened on the terminal, or on all of your terminals. You can also filter by expiry date to see which Pre-Auths are expiring soon:

1. From the Payment screen, tap the hamburger menu
2. Tap Reports
3. Select Pre-Auth Report
4. Select By Merchant to view all open Pre-Auths on all terminals associated with the merchant number loaded on the terminal. Select By Terminal to view all open Pre-Auths on that terminal only.
5. You can also filter your open Pre-Auths based on expiry date
6. Tap Search

 

Confirm you have the correct Pre-Auth

Check the following to ensure you have the correct Pre-Auth before processing a completion, increment, delayed charge or cancelling a Pre-Auth.

• Date and time of the transaction
• Transaction amount
• Last 4 digits of the card
• RRN (Retrieval Reference Number)

 

Complete a Pre-Auth

1. Select the Pre-Auth transaction from your Transaction History
2. Confirm you have the correct Pre-Auth
3. Tap COMPLETE
4. Select Same Amount to charge the customer the original Pre-Auth amount or
   select New Amount if you need to enter a different amount
5. Tap Submit to process the Completion

 

Increment

To complete an open Pre-Auth for more than 15% of the original amount, you must
perform an Increment:

1. Select the Pre-Auth transaction from your Transaction History
2. Confirm you have the correct Pre-Auth
3. Tap INCREMENT
4. Tap the New Amount field to edit the Pre-Auth amount
5. Enter the new total Pre-Auth Amount and tap Enter to confirm the new
   amount
6. Tap Submit to process the Increment

 

Cancel a Pre-Auth

1. Select the Pre-Auth transaction from your Transaction History
2. Confirm you have the correct Pre-Auth
3. Tap CANCEL
4. Select a Reason
5. Tap Submit to Cancel the Pre-Auth

 

Delayed Charge

A Delayed Charge can be applied to a completed Pre-Auth within 90 days of
completion. It can be used in situations where additional goods or services were
provided after the initial Completion. For example, for items consumed from a hotel
mini-bar or for parking and speeding fines associated with a rental car. There is no limit to the number of Delayed Charges that can be performed on a completed Pre-Auth

1. Select the Pre-Auth transaction from your Transaction History
2. Confirm you have the correct Pre-Auth
3. Tap DELAYED CHARGE
4. Enter the Delayed Charge amount
5. Tap Enter to confirm the amount
6. Tap Submit to process the Delayed Charge

 

Account Verify

To perform an Account Verify, which confirms the validity of a credit card without
holding funds or making a charge:

1. Tap Other on the payment screen, ensure no amount is entered
2. Select Account Verify
3. The customer can then present their card, or you can tap the hamburger menu
   for Manual Card Entry
4. Terminal will show Approved if card is valid