Pre-Authorizations and Captures
    • 19 Dec 2024
    • 1 Minute to read

    Pre-Authorizations and Captures


    Article summary

    If you would like to process a pre-authorization, you can do so using the Helcim Payments App.

    Process a Pre-Authorization

    There are two ways to process a pre-authorization through the Helcim App. 

    Through the Point Of Sale

    To start, open the POS in your Helcim App. 

    • Enter the amount you wish to authorize and select Review
    • Tap the card icon to select a Payment Method
    • Select Pre-authorization
    • Enter the card details through manual entry
    • Tap Authorize to complete the pre-authorization

    Once processed, you will have seven days to capture the transaction before the pre-authorization expires. To capture the transaction, follow the instructions here.

    Pre-authorizations and payment methods

    Currently pre-authorizations can only be captured by manually entering card details, not through the Helcim Card Reader. 

    Capture a Pre-Authorized Transaction

    If you want to capture a pre-authorized transaction you can do so by going to the My Transactions section of the Helcim Payments App and selecting the transaction you want to capture.

    capture a pre-authorized transactionOnce you have opened up the transaction information, click on the three dots to open the dropdown menu in the top right-hand corner. Click on Capture.


    actions dropdown menuConfirm the amount you want to capture, this will be pre-filled with the original amount of the pre-authorization but you can edit it if needed. Once you have confirmed the amount is correct, click on Process.capture paymentThe transaction will now show as a CAPTURE in your transaction list. You will also still be able to see the original pre-auth as well. 

    capture in your transaction list

    Pre-Authorization Expiry
    Please note that pre-authorized transactions are only valid for 7-days, after which time they will expire. If it has been more than 7 days from when you processed a pre-authorization, the CAPTURE option will no longer appear in the action menu.
    latest transactions list




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