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
- From the Home Screen with the Chase logo, press the green [Enter] key to access the Main Menu.
- From the Main Menu, press the Pre-Auth icon.
- Key in the sale amount then press the green [Enter] key to confirm.
Note: Terminal may display the “Pass Terminal to Customer” prompt.
- 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.
- Customer is prompted to confirm the sale amount. Press [1-Yes/Oui] to accept or [2-No/Non] to cancel.
- Terminal connects to host. No action needed.
- Screen will display an approval.
- Terminal will display the “Pass Terminal to Merchant” prompt.
- Terminal will print receipt.
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For questions about your terminal, contact our customer support team at 1.800.265.5158.