How do I create and finalize a pre-auth?

Create a new pre-auth

Tap the payment icon to go to the payment options screen

  1. Tap the "Pre-Auth" button
  2. Tap the "Create New Pre-Auth" button
  3. From this screen, you can use the default pre-auth amount or edit it
  4. Tap the "Pre-Auth" button
  5. Select "Swipe Card Now" or "Type In Card"
  6. You will receive a "Pre-auth Complete" message when the Pre-auth is accepted

IMPORTANT - you must finalize the pre-auth in order to settle funds. Pre-auths will drop off after 48 hours if they are not finalized. 

Finalize a pre-auth

  1. Tap the payment icon to go to the payment options screen
  2. Tap the "Pre-Auth" button
  3. Tap the "Finalize Existing Pre-Auth" button 
  4. Select the Pre-Auth you would like to finalize
  5. Tap the "Finalize..." button and then close
  6. On this screen, you can add a note to the pre-auth, then tap "Continue"
  7. On this screen, you can finalize the transaction by accepting a signature. You can also void the transaction (pre-auth) from this screen.
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