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Force & pre-auth transactions

Force transaction

A force transaction is used when the payment processor network is down. It is required to call the payment processor for the transaction approval. This type of transaction requires a voice authorization code.

To force a transaction:

  • Tap “Create” on the upper left side of the cart. 
  • Tap “Force Transaction.” 
  • Forcing a transaction requires a voice authorization code. 
    • If you do not have a voice auth code, select “No” from the prompt. A list of phone numbers for Visa/MasterCard/Discover and American Express will appear for you to call and obtain a code.  
    • If you do have a voice auth code, select “Yes” from the prompt and continue with your transaction as you would with any other sale (required fields are amount, card number, expiration date, and authorization code).

Pre-authorization

A pre-authorization allows you to prepare a sale, placing a hold on the funds, but not processing the sale immediately. This is a two-part process and you must close the pre-authorization to complete the transaction.

Note: Pre-authorizations are only valid for 7 days from the authorization date.

To create a pre-auth: 

  • Tap “Create” on the upper left side of the cart. 
  • Tap “New PreAuth.”
  • Create a new pre-auth in the same manner in which you would a new sale (i.e., add items to the cart).
  • Follow the prompts to save the pre-auth. 

To close or complete a pre-auth: 

  • Tap the gear icon and then “Transactions.”
  • Select the transaction.
  • Under Actions, tap on “Complete.”
  • Tap “Submit” in the upper right.
    • If needed, modify the pre-auth by editing the cart. 
  • Follow the prompts to complete the transaction.

 

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