Pre-Authorization

Running a pre-authorization in EPASS is used to verify the authenticity of the customer's credit card. It is not used to create a temporary hold for a specific payment amount.

1. In EPASS, go to Tools > System Maintenance. In the Tables tab, click Payment Type, and then click Open.

2. In the Payment Type window, click Add.

3. Fill in the required fields:
• Code: Enter a unique identifier code for the payment type. This code is used in multiple areas of EPASS to identify the payment type, including on reports.
• Description: Enter a description of this payment type.
• G/L Account: Select the G/L account to link this payment type to.

4. In the Payment Processing area, select EPASS PAY - Pre-Auth from the Type dropdown.

5. Click OK.

See Also

• Adding a Credit Card Payment Tyoe
• Adding a Debit Card Payment Type
• Pre-Authorzing a Credit Card
• Taking a Payment