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 inal dollar amount for the transaction and press OK. This inal 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. Conirm the inal 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 Coniguration 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) Conirm the displayed base amount, additional amount, and select OK.
c) Customer conirms the displayed base amount and the additional amount (Back or OK). Go
to step 4.
or
a) Use the default additional amount. The customer conirms the displayed base amount and
the additional amount (No or OK). Go to step 4.
4. Enter the authorization number and press OK.
5. Conirm 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.
