PED generate a manual Pre-auth with cardholder present
Pre-auths allow you to reserve funds in advance of a future transaction and can be generated whether the cardholder is present or the cardholder is not present. During this time, while no funds have actually left the customer's bank account, these reserved funds are unavailable to spend. You can view current pre-auths by navigating to Guest Journey, Billing, then GuestPay pre-auths. The pre-auth can be adjusted, completed or cancelled after generating the pre-auth. If no action is taken on the pre-auth, the reserved funds are automatically released back to the cardholder after 30 days or for Amex cards 7-10 days depending on the acquirer.
⚠️Important: The process below is only possible if the terminal is unpaired. Once the steps below have been completed the terminal can be paired back to the system.
⚠️Important: Maestro cards cannot be processed using the cardholder present option. Maestro cards can only be processed for MOTO pre-auth transactions so must be entered manually via cardholder not present options.
To generate a manual pre-auth with cardholder present, follow the steps below:
On the main screen, tap the Menu icon (3 horizontal lines) and select Pre-Authorisation.
Enter the amount, and press Tick.
🤓Tip: To cancel this process, press red button on the keypad.
Enter a gratuity value (if configured for your device), then press Tick to continue.
Cardholder needs to present their card.
Once completed, receipts will print.
⚠️Important: You may wish to save these receipts as they provide the Auth & Sequence codes for releasing and completing the Pre-Auth.
You have up to 30 days, or for Amex cards 7-10 days depending on the acquirer, to complete the transaction before the reserved funds are automatically released back to the customer.