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Desk/5000: Process pre-auth

 

You can place a hold on a customer’s card to obtain prior approval before completing the transaction. Learn how to process a pre-auth.

 

 

Process pre-auth

  1. From the Home Screen with the Chase logo, press the green [Enter] key to access the Main Menu.

  2. From the Main Menu, press the Pre-Auth icon.

  3. Key in the sale amount then press the green [Enter] key to confirm.
    Note: Terminal may display the “Pass Terminal to Customer” prompt.

  4. Tap, insert, swipe or key in the card manually. Press the green [Enter] key to continue. If card is manually keyed in, terminal will ask for expiration date and ZIP/Postal code. ZIP/Postal code can be bypassed by clicking [Enter] on screen.

  5. Customer is prompted to confirm the sale amount. Press [1-Yes/Oui] to accept or [2-No/Non] to cancel.

  6. Terminal connects to host. No action needed.

  7. Screen will display an approval.

  8. Terminal will display the “Pass Terminal to Merchant” prompt.

  9. Terminal will print receipt.

 

 

We’re here to help!

 

For questions about your terminal, contact our customer support team at 1.800.265.5158.