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Close a pre-authorization
Perform this transaction to close an existing pre-authorization.
1.
Press /
F3
key.
2.
Enter the trace number from the initial pre-authorization receipt and press OK.
3.
Close the pre-authorization: Comp or Back.
4.
Enter the final amount for the transaction and press OK.
•
The pre-authorization overage limit percentage is based upon the card used: Most is 20% and Discover is 10%.
•
You cannot charge an amount greater than the overage amount. You must void the existing pre-authorization to
charge more than is allowable amount. See page below on how to void a transaction.
5.
Confirm the dollar amount and press: Accept or Change.
6.
The screen indicates that the transaction is approved and the receipts print.
7.
I f there are other pre-authorizations open you will be prompted with the option to close another: Yes or No.
Void
This transaction is used to correct a previously entered transaction from the terminal in the current, open business day.
1.
Press OK Void.
2.
E
nter the trace
3.
V erify that this is the correct transaction: Void or Back. If you select back, you can enter a new trace # .
4.
T he voided transaction receipts print.
Pre-authorizations with tips
When tips are used with pre-authorizations there is one extra step. The extra step is included below:
•
Merchant opens pre-authorization
•
Customer writes tip amount on the receipt and signs it
•
Merchant closes pre-authorization
Open a pre-authorization with tip
Perform this transaction to create a new pre-authorization with a tip.
1.
Press
/ F2
key.
2.
Enter the total dollar amount
3.
Customer selects one of the following payment methods: Insert, Swipe or Contactless.
Contactless
a)
T he customer taps their contactless-enabled credit card on the contactless card reader.
The customer may be required to swipe or insert their card in some cases.
Insert card
a)
The customer inserts their credit card.
b)
The customer enters their PIN and presses OK.
Swipe card
a)
The customer swipes their credit card.
b)
Verify the card info with what is on the terminal screen and press OK.
# for the transaction to be voided and press OK.
for the pre-authorization and press OK.
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