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Desk/5000: Process a pre-auth completion

 

You can place a hold on a customer’s card to obtain prior approval before completing the transaction. Follow this guide to process a pre-auth completion.

 

 

Process a pre-auth completion

  1. From the Home Screen with the Chase logo, press the green [Enter] key to access the Main Menu.

  2. From the Main Menu, swipe left then press the P-A Comp icon.

  3. Press [1-All] to search all the transactions in the batch.

  4. Navigate through the transactions and select the desired transaction to complete by pressing on the left [<] or right [>] key.

  5. Press the green [Enter] key to continue or the red [Cancel] key to cancel and exit the menu.

  6. Terminal will prompt for confirmation.

  7. Press [1] to accept the original pre-auth amount or [2] to change the amount.

  8. Terminal connects to host. No action needed.

  9. Receipt prints, and approval is displayed.

More helpful resources

 

Basic Functions

Common transactions to help you start processing right away.

 

Settings

Set up your card reader and tailor your device to your personal preference.

 

Troubleshooting

Most terminal issues are temporary and can be resolved in few easy steps. Learn how to troubleshoot common terminal issues by following our step-by-step guides.

 

 

We’re here to help!

 

For questions about your terminal, contact our customer support team at 1.800.265.5158.