3
Close a pre-authorization
Perform this transaction to close an existing pre-authorization.
1.
Select the
Pre-Authorization Completion
icon.
2.
Enter the invoice number from the initial pre-authorization receipt and press
OK
.
3.
Enter the final dollar amount for the transaction and press
OK
. This final dollar amount cannot exceed
the base amount plus the additional amount. If it does exceed this, the current pre-authorization must
be cancelled and a new one created.
4.
Confirm the final amount for the transaction:
NO
or
YES
.
5.
You can
REPRINT
the receipt or
FINISH
the transaction.
Force post pre-authorization
Perform this transaction if you wish to create a new pre-authorization.
1.
For the TD Generation All-in-One, HSPA, WiFi, and Portal with PINpad terminals, select the
Debit / Credit
icon
Force Post
Pre-Auth.
For the Portal 2 with PINpad terminal, select the
More
Debit / Credit
icon
Force Post Pre-Auth.
2.
Enter the
amount / base amount
and select
OK
.
3.
Enter an additional amount (optional). The additional amount value is the amount that the pre-authoriz-
ation can exceed the base amount. For more information see the
Configuration
section of this guide.
a)
Manually enter the
additional amount
(
$
or
%
based on your settings) and select
OK
. You can
enter 0 so that there is no additional amount applied.
b)
Confirm the displayed base amount, additional amount, and select
OK
.
c)
Customer confirms the displayed base amount and the additional amount (
Back
or
OK
). Go
to step 4.
or
a)
Use the default additional amount. The customer confirms the displayed base amount and
the additional amount (
No
or
OK
). Go to step 4.
4.
Enter the authorization number and press
OK
.
5.
Confirm the authorization number and press
OK
.
6.
Select one of the following payment methods.
a)
Insert the card and the customer enters their
PIN
and presses
OK
. Go to step 7.
or
a)
Swipe the card and verify the card info with what is on the screen and select
OK
. Go to step 7.
or
a)
Manually enter the
account number
on the PINpad and press
OK
.
b)
Enter the
expiry date
on the PINpad and press
OK
.
c)
A manual imprint of the credit card is required. Do you wish to continue (
NO
or
YES
).
If you selected
YES
, make an imprint of the card and continue below.
d)
Enter the
CVD number
on the terminal and press
OK
. This number is generally located on the
back of the credit card. This is an optional step depending on your settings. Go to step 7.
7.
The screen shows the transaction total and the receipts print. Press
CONTINUE
. You can
REPRINT
the
receipt or
FINISH
the transaction.
Summary of Contents for TD Generation
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