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.
Once 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.
Confirm 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.The 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.
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.
Was this article helpful?
Thank you for your feedback! Our team will get back to you