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Pre-auth transactions

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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