{"id":158,"date":"2019-07-29T14:07:50","date_gmt":"2019-07-29T14:07:50","guid":{"rendered":"https:\/\/pages.globalpaymentsintegrated.com\/helpcenter2020\/1\/how-do-i-run-a-pre-authorization\/"},"modified":"2022-11-22T12:10:33","modified_gmt":"2022-11-22T12:10:33","slug":"how-do-i-run-a-pre-authorization","status":"publish","type":"post","link":"https:\/\/help.globalpaymentsintegrated.com\/1\/account-management\/how-do-i-run-a-pre-authorization\/","title":{"rendered":"How do I run a pre-authorization?"},"content":{"rendered":"<p>A pre-authorization temporarily holds funds in the customer\u2019s 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.<\/p>\n<p>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.<\/p>\n<p>To run a pre-authorization:<\/p>\n<p><strong>Option 1<\/strong>. Complete the steps in the following video:<\/p>\n<div style=\"text-align: center\">\n<p><iframe loading=\"lazy\" title=\"Run a Pre Authorization\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/P4jEb58HTv8?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<\/div>\n<p><strong>Option 2<\/strong>. Complete the following steps:<\/p>\n<ol>\n<li>On the toolbar, click <strong>Virtual Terminal<\/strong>.<\/li>\n<li>On the side menu, click <strong>Pre-Authorization<\/strong>.<\/li>\n<li>Enter the Card Information:<\/li>\n<ul>\n<li>Type the <strong>Card Number<\/strong>.<\/li>\n<li>Use the month and year drop\u2011down menus to select the <strong>Expiration Date<\/strong>.<\/li>\n<li>Type the <strong>CVV<\/strong>.<\/li>\n<li>(Optional) Type the <strong>Name on Card<\/strong>.<\/li>\n<li>Type the <strong>Street Address<\/strong>.<\/li>\n<li>Type the Order Information:<\/li>\n<li>(Optional) <strong>Customer ID<\/strong>.<\/li>\n<li><strong>Invoice Number<\/strong>.<\/li>\n<li>(Optional) <strong>Customer&#8217;s Email<\/strong>.<\/li>\n<li><strong>Subtotal Amount<\/strong>.<\/li>\n<li>(Optional) <strong>Tax Amount<\/strong>.<\/li>\n<li>(Optional) <strong>Tip Amount<\/strong>.<\/li>\n<li>(Optional) <strong>Convenience Fee<\/strong>.<\/li>\n<li>(Optional) <strong>Notes<\/strong> relating to the pre-authorization for future reference.<\/li>\n<\/ul>\n<li>Click <strong>Submit Payment<\/strong>. The Payments Portal confirms the pre-authorization.\n<div class=\"notice\"><strong>Note:&nbsp;<\/strong>If you are a Virtual Terminal user and do not have an integrated POS, the Payments Portal does not display the <strong>Tip Amount<\/strong> and <strong>Convenience Fee&nbsp;<\/strong>fields.<\/div>\n<\/li>\n<\/ol>\n<h3>Finalizing a pre-authorization<\/h3>\n<p>To finalize a pre-authorization:<\/p>\n<p><strong>Option 1<\/strong>. Complete the steps in the following video:<\/p>\n<div style=\"text-align: center\">\n<p><iframe loading=\"lazy\" title=\"Finalize Pre Authorization\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/1G4t8y2kLqI?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<\/div>\n<p><strong>Option 2<\/strong>. Complete the following steps:<\/p>\n<ol>\n<li>On the toolbar, click <strong>History<\/strong>.<\/li>\n<li>Search for the pre-authorization you want to finalize.<\/li>\n<li>Click the transaction to display the detailed view.<\/li>\n<li>Click<strong>&nbsp;Finalize Sale<\/strong>.\n<div class=\"support-image\"><img decoding=\"async\" class=\"fr-dib\" src=\"https:\/\/pages.globalpaymentsintegrated.com\/helpcenter2020\/1\/wp-content\/uploads\/sites\/4\/2021\/05\/Payments-Portal_Finalize-Pre-Auth.png\" style=\"width: truepx\" alt=\"An example Pre-Authorization transaction screen with the Finalize Sale button highlighted.\"><\/div>\n<\/li>\n<li>Click <strong>Finalize Sale<\/strong>. The Payments Portal confirms you have finalized the sale.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>A pre-authorization temporarily holds funds in the customer\u2019s 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 [&hellip;]<\/p>\n <div style=\"margin-bottom:20px;\" class=\"page-blu\"><a class=\"moretag\" href=\"https:\/\/help.globalpaymentsintegrated.com\/1\/account-management\/how-do-i-run-a-pre-authorization\/\">Read More <\/a><\/div>","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[27,45,222],"tags":[79,381,77,31,382,52],"_links":{"self":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/posts\/158"}],"collection":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/comments?post=158"}],"version-history":[{"count":2,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/posts\/158\/revisions"}],"predecessor-version":[{"id":1960,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/posts\/158\/revisions\/1960"}],"wp:attachment":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/media?parent=158"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/categories?post=158"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/tags?post=158"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}