1. How to Initiate a Pre-Authorisation
Follow these steps to reserve funds on a customer’s card:
On the Home screen, tap New payment.
Select Pre-auth and enter the amount you want to reserve.
You can also edit the auto-filled reference if needed.
Ask the customer to tap or insert their card.
The terminal will begin processing the pre-authorisation.
If required, the customer may be prompted to enter their PIN.
Once approved, a confirmation screen will appear and a receipt will automatically be printed.
This creates a pending transaction with funds held but not yet collected.
2. How to Increase the Value of an Existing Pre-Auth
If the final amount is expected to be higher than originally reserved, you can increment the pre-auth:
In the menu, tap Pre-authorisations.
Select the relevant transaction from the Pre-auth history list.
Use filters such as date, amount, card number, or reference to locate the transaction.
On the Pre-auth detail screen, tap Increment.
Enter the additional amount and tap Confirm.
The terminal processes the incremental authorisation.
Once authorised, the updated reserved amount is confirmed and a new receipt is printed.
ℹ️ Note:
You can repeat this process multiple times until the transaction is captured.
The total amount cannot exceed issuer or card-scheme limits.
Excessive increments may trigger issuer risk checks or declines.
3. How to Finalise (Capture) a Pre-Authorised Transaction
When you are ready to collect the reserved funds:
In the menu, tap Pre-authorisations.
Select the relevant transaction from the Pre-auth history list.
Review the amount on the Pre-auth detail screen.
You can adjust the amount by lowering or incrementing it if needed.
Tap Capture.
Tap Confirm to process the capture.
Once approved, the transaction is completed and a receipt is printed.
The reserved funds now convert into a completed payment, and the pre-auth is closed.