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Pre-authorizations
This transaction is generally used by hotels, restaurants that deliver food and car rental agencies. By running a
pre-authorization the merchant verifies that the customer’s credit card currently has the available funds for the
purchase. The pre-authorized amount is charged upon completion of the transaction at a later time or date.
Restrictions
•
Activate on terminal(s) - If you wish to use pre-authoriizations in your business, you must contact TD Merchant
Solutions Help Desk to activate it.
•
Pre-authorizations can be left open for 10 days maximum.
Steps
The pre-authorization option has two steps:
•
Open
•
Close
Open a pre-authorization
Perform this transaction if you wish to create a new pre-authorization.
1.
Press
/
F3
key.
2.
Enter the
total dollar amount
for the pre-authorization
and press
OK
.
3.
Customer selects one of the following payment methods:
Insert
,
Swipe
or
Contactless
.
Contactless
a) The customer
taps
their contactless-enabled credit
card on the contactless card reader.
Go to step 4.
Insert card
a) The customer inserts their credit card.
b) The customer enters their
PIN
and presses
OK
(credit
card only)
.
Go to step 4.
Swipe card
a) Merchant swipes the credit card.
b) The customer selects UnionPay as their payment
method:
Co-brand
or
UnionPay
.
c)
Verify the card info with what is on the terminal
screen and press
OK
.
d) If the transaction is declined, please retry but select
the brand option in step b. For example, if you
previously selected
Co-brand
for the declined
transaction, select
UnionPay
this time.
4.
The screen shows the transaction total and the receipts
print. The customer
must
sign the signature field on the
merchant copy.
Merchant Name
Address
City, Province
Merchant Number
Terminal ID
PREAUTHORIZATION
06-16-2015
12:41:02
Acct # 455763******1632
C
Exp Date 12/18
Card Type UP
Name: nnnnnnn
Trace # 050034
Inv # 62
Auth # 010669
RRN 001003099
Pre-Auth Sale $30.00
Tip $__________
TOTAL
$__________
X _______________________
Signature
I agree to pay the above total
amount according to the card
issuer agreement.
Retain this copy for your
records
Merchant copy
The customer may be required to
swipe
or
insert
their card in some cases.
