Pre-Authorization Setup

Pre-Authorization Setup

Overview

  • You can pre-authorize card payments for your customers, so that they can continue adding to their orders afterwards without needing to re-swipe their card. The amount due will automatically be charged from the authorized card.
  • You are able to set the minimum pre-auth amount that merchants should be able to pay on their card in order for the pre-authorization to occur.

 

Requirements

  • Must be a Freedom or OmniChannel customer. 
  • Must have already installed the Pre-Authorization app and Credit/Debit Integration app from the App Directory.
  • Can only be used on the PAX S300 and PAX D210 terminals. 

 

Instructions

1. In the left menu, go to Apps--->Pre-Authorization.


2. From the Stores drop-down, you can select for which stores you would like pre-authorization to be applied.

3. In the Default Pre-Authorization Amount field, enter the minimum pre-auth amount that merchants should be able to pay on their credit cards in order for the pre-authorization to occur. The default is $25.

4. Ensure that the Is Active checkbox is selected.

5. Select the Done button to save changes. 

 Please note that Tips on receipt option is not available for pre-authorized payments.

Processing Pre-Authorization Payments in POS


    • Related Articles

    • App Directory

      Installing an App 1. Go to Apps--->App Directory in left navigation menu. 2. Click on the app you want to install. 3. Click the Install button Uninstalling an App 1. Go to Apps--->App Directory in left navigation menu. 2. Click on the app you want to ...

    • Processing Pre-Authorization Payments

      Requirements For instructions on setting up pre-authorization in the POS, please see https://desk.zoho.com/portal/ehopper/en/kb/articles/pre-authorization-setup Instructions 1. Add the item(s) the customer is purchasing to the shopping cart. 2. ...

    • Table Management Setup in Back Office

      Table Management Setup in Back Office 1. In the left navigation menu, go to Apps--->App Directory and then purchase the Table Management app. 2. In the left navigation menu, go to Apps--->Table Management 3. Select the checkbox next to the store(s) ...

    • Opening Back Office from POS

      Requirements  Must have an Administrator or Manager employee role.   Instructions 1. Select Back Office in the left navigation menu. If using a Windows device, a separate browser window will open up. If using the eHopper POS app on an Android or iPad ...

    • Terminal Setup on eHopper App for Windows

      1. Log in to Back Office at bo.ehopper.com, go to Settings—>Apps—>App Directory—>install Credit/Debit POS integration App. 2. Go to Settings—>Store Settings. 3. Click Payment Gateway tab—>select the terminal you are using in Payment Gateway drop-down ...