A pre-authorization temporarily holds funds in the customer’s account, which you later capture when you finalize the sale. You can use a pre-authorization to make sure customers pay for the services you provide, for example, at the start of their hotel stay or when they hire a car.
You should use a pre-authorization if you are a mail order or telephone order merchant that ships physical goods. You can then finalize the sale when you ship the goods to the customer.
To run a pre-authorization:
Option 1. Complete the steps in the following video:
Option 2. Complete the following steps:
- On the toolbar, click Virtual Terminal.
- On the side menu, click Pre-Authorization.
- Enter the Card Information:
- Type the Card Number.
- Use the month and year drop‑down menus to select the Expiration Date.
- Type the CVV.
- (Optional) Type the Name on Card.
- Type the Street Address.
- Type the Order Information:
- (Optional) Customer ID.
- Invoice Number.
- (Optional) Customer’s Email.
- Subtotal Amount.
- (Optional) Tax Amount.
- (Optional) Tip Amount.
- (Optional) Convenience Fee.
- (Optional) Notes relating to the pre-authorization for future reference.
- Click Submit Payment. The Payments Portal confirms the pre-authorization.
Note: If you are a Virtual Terminal user and do not have an integrated POS, the Payments Portal does not display the Tip Amount and Convenience Fee fields.
Finalizing a pre-authorization
To finalize a pre-authorization:
Option 1. Complete the steps in the following video:
Option 2. Complete the following steps:
- On the toolbar, click History.
- Search for the pre-authorization you want to finalize.
- Click the transaction to display the detailed view.
- Click Finalize Sale.
- Click Finalize Sale. The Payments Portal confirms you have finalized the sale.
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