Credit Financial Transactions
68
SmartSELECT Merchant Operating Manual v 2.0
9.5: Pre-Authorization
A Pre-authorization (Pre-Auth) transaction starts the purchase process by con-
firming that the Pre-Auth amount is available on the Credit card and placing a
hold on that amount. An Advice transaction completes the purchase process by
confirming that the amount (or a different amount) should be transferred from that
Credit card to your business account.
Note:
To complete the Pre-Auth transaction and have the funds transferred to
your account, you must perform an Advice transaction (see
Section
Pre-Authorization is usually used in hotels and car rental agencies for reserva-
tions, and in restaurants to hold funds while waiting for a customer to add a tip
and sign the receipt.
From the Idle screen:
1. Press
Menu
. The
Financial Transactions
menu appears.
2. Select
Pre-Authorization
. The
Swipe Customer Card
prompt appears.
3. Swipe the customer’s Credit card on the terminal. The terminal displays
Pro-
cessing
then the
Enter Last 4 Digits
prompt appears.
4. Key in the last four digits of the card number and press
Enter
. The terminal
prints the beginning of the Merchant copy of the receipt and the
Enter Pre-
Auth. Amount
prompt appears.
5. Key in the pre-authorization amount and press
Enter
. The terminal displays
Host Response screen (indicating the Pre-auth. amount and the card number)
while it communicates with the Host.
6. When the transaction is approved, the Host Response screen is updated with
the
Approved
text, the transaction number and the text
Obtain Customer Sig-
nature
. The terminal finishes printing the Merchant copy of the receipt. The
Next Copy
button appears.
7. Tear off the receipt.
8. Press
Next Copy
. The Host Response screen is updated with the prompt
Pro-
vide Transaction Record
and the Cardholder copy of the receipt is printed.
•
If a tip is expected:
9. Tear off the receipt and give the customer both the Merchant and Customer
copies of the receipt along with their Credit card.
10. Have the customer indicate the tip and tip-plus-purchase total amounts on the
Merchant Copy, sign the Merchant Copy and return it to you. Keep this copy
for your records and for reference during the Advice transaction. The cus-
tomer keeps the Cardholder copy.
•
If funds are being held for a reservation:
9. Keep the Merchant Copy for reference during the Advice transaction.
10. Tear off the Cardholder receipt and give it to the customer along with their
Credit card.
11. Press
Exit
. The terminal returns to the Idle screen.
Summary of Contents for smartselect
Page 10: ...Table of Contents viii SmartSELECT Merchant Operating Manual V2 0...
Page 14: ...Introduction 4 SmartSELECT Merchant Operating Manual v 2 0...
Page 48: ...Configuring Your Terminal 38 SmartSELECT Merchant Operating Manual v 2 0...
Page 58: ...Administrative Transactions 48 SmartSELECT Merchant Operating Manual v 2 0...
Page 72: ...Debit Financial Transactions 62 SmartSELECT Merchant Operating Manual v 2 0...
Page 84: ...Credit Financial Transactions 74 SmartSELECT Merchant Operating Manual v 2 0...
Page 96: ...Clerk Subtotalling 86 SmartSELECT Merchant Operating Manual v 2 0...
Page 102: ...Multi Terminal Reporting 92 SmartSELECT Merchant Operating Manual v 2 0...
Page 128: ...Private Label Transactions 118 SmartSELECT Merchant Operating Manual v 2 0...
Page 158: ...ERNEX Electronic Marketing Programs 148 SmartSELECT Merchant Operating Manual v 2 0...
Page 176: ...AIR MILES Reward Program 166 SmartSELECT Merchant Operating Manual v 2 0...
Page 188: ...Error Messages Troubleshooting 178 SmartSELECT Merchant Operating Manual v 2 0...
Page 198: ...188 SmartSELECT Merchant Operating Manual v 2 0...
