Create a Pre-Authorization in POSitouch

Description: Learn how to set a pre-authorization amount when opening a tab, set up the start tab feature, and process payments for checks with a pre-auth.

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Create a Pre-Auth

1. From the back office Main Menu, navigate to Back Office Setup > Credit Card > Merchant Data.
   
2. Enter the amount of the Start tab pre-auth amount and select Remote CC. 
   
3. Enable Do not print slips if Auth>ChkAmt? and select Save. This will prevent a slip from printing when initially applying the pre-auth to a tab.
   
4. Press Save.
   
5. From the back office main menu, select Back Office Setup > Hardware > Terminal Stations.
   
6. Enable the start tab feature (also called Miscellaneous Table): 
   1. Select a terminal location. 
   2. Select Edit. 
   3. Enable the Is Misc. Table accessible? option. 
   4. Select OK. 
   5. Perform the previous steps for any terminals that will use this feature and select Exit when complete.
      
7. From the back office main menu, select Back Office Setup > Restaurant Layout > Tables.
   
8. Scroll to the bottom of the list of tables, and if a table 999 doesn’t exist, select Add.
   
9. Enter Table Number 999 and select OK.
   
10. Select Save.
    
11. From the back office main menu, select Immediate System Change.
    
12. Select Continue. 
    

Front of the House Application

1. Enter employee number and press Start Tab.
   
2. Select REMOTE, and the pin pad will activate and allow for a swipe, tap, or insert of the credit card. The pre-authorization amount (10.00 in this example) will be applied to the tab.
   
    
3. If the amount of the check is higher than the pre-authorized initial amount, navigate to the payment screen and select CC AUTH > the credit card > REPEAT > ENTER. The new amount will adjust to the amount of the check. 
   In this example, the pre-auth amount is $10.00 and the current check amount is now $21.33. Once the initial authorization amount is selected and the REPEAT button is selected, the system will get an authorization for the new amount ($21.33) and void the initial ($10.00) lower authorization.