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.
If the pre-authorization is successful and the card is valid, EPASS
adds a $0.00 payment line to the Invoice Details. If not, a "Declined"
payment line is added instead.
Before Starting
You need to do the following before you can pre-authorize credit cards:
Click
here for instructions on a
activating the security setting.
To Activate the Security Setting:
Go to Tools > System Maintenance.
On the Tables tab,
select User Security,
and then click Open.
Select a User or Group from the list, and then click Security.
In the Keyword search box, enter PreAuth.
Select Invoice Detail - Add PreAuth
Payment.
Click OK.
Pre-authorizing a Credit Card
Go to the Details of
the customer's invoice. Make sure that you are in Edit
mode.
Click the Payment Tab.
In the Payment Type dropdown,
select your pre authorization Payment Type.
Do the following:
If you have the physical card, select
PIN Pad from the Entry Method dropdown, and then
select the PIN Pad that you want to use from the PIN
Pad dropdown.
-OR-
If you don't have the physical card,
select PIN Pad Keyed or
Form Keyed from the Entry Method dropdown.
Verifythat Save Credit Card for Future Use
is selected. to save the card on file.
Click OK. Enter the card
information depending on the Entry Method you chose: either through
a PIN Pad or through the Form Keyed window in EPASS.
Once the pre-authorization is processed, the result appears in the Invoice
Details.
Click
here for instructions on a
activating the security setting.
