Pre-Authorization Setup

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Table of Contents

Requirements

Instructions

Processing Pre-Authorization Payments in POS

 

Overview

  • You can pre-authorize card payments for your customers, so that they can continue adding to their orders afterwards without needing to re-swipe their card. The amount due will automatically be charged from the authorized card.
  • You are able to set the minimum pre-auth amount that merchants should be able to pay on their card in order for the pre-authorization to occur.

 

Requirements

  • Must be a Freedom or OmniChannel customer. 
  • Must have already installed the Pre-Authorization app and Credit/Debit Integration app from the App Directory.
  • Can only be used on the PAX S300 and PAX D210 terminals. 

 

Instructions

1. In the left menu, go to Apps--->Pre-Authorization.

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2. From the Stores drop-down, you can select for which stores you would like pre-authorization to be applied.

3. In the Default Pre-Authorization Amount field, enter the minimum pre-auth amount that merchants should be able to pay on their credit cards in order for the pre-authorization to occur. The default is $25.

4. Ensure that the Is Active checkbox is selected.

5. Select the Done button to save changes. 

 

Processing Pre-Authorization Payments in POS

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