Overview
Preauthorized Transactions allow you to place a temporary hold on funds before completing a payment. This gives you flexibility to capture or cancel a transaction while ensuring the amount is reserved.
Use preauthorization for situations such as hotel bookings, retail orders, or staged business payments.
Accessing the Preauthorization Feature
- Open the app.
- Navigate to the Preauthorization section from the main menu.
- Follow the prompts to create a preauthorized transaction.
Tip: Only transactions initiated through this section will appear as preauthorized in your history.
Viewing Preauthorized Transactions
- Go to Transaction History.
- Preauthorized transactions are clearly marked as such in the transaction type.
- Tap a transaction to view details, including the amount, date, and other transaciton info.
Managing Preauthorized Transactions
Once a transaction is preauthorized, you have three options:
- Cancel
- Void the preauthorization if the payment is no longer required.
- The transaction will be updated in history.
- Capture
- Finalize the transaction to move funds from the customer’s account.
- Partial captures are allowed, but each preauthorization can only be captured once.
- After capturing, the transaction status and receipt are automatically updated.
- Share Receipt
- Send the receipt to clients, customers, or for your own records.
Note: Capturing or canceling updates both the transaction details and the receipt automatically.
Frequently Asked Questions (FAQ)
Q: Can I capture a preauthorization multiple times?
A: No. Each preauthorization can be captured only once, though partial amounts are allowed.
Q: What happens to the receipt after a preauthorization is captured or canceled?
A: The receipt is automatically updated to reflect the final transaction status.