Note: This is only available for merchants in the United States processing their payments with Cayan as an integrated payment processor or with Lightspeed Payments using Genius terminals or the MagTek iDynamo Swiper.
You can pre-authorize a credit card for a specified dollar amount—thereby guaranteeing payment—before adding items to the customer's order (e.g., in the case of a bar tab).
To pre-authorize a card:
- On the Order screen, tap Actions > Pre-authorize card.
- Enter the amount you would like to pre-authorize.
- Insert or swipe the card when instructed.
Once the authorization is approved, you will see the pre-authorized balance marked in green. As you add items to the order, their costs will be deducted from the pre-authorized amount.
When you are ready to close the order, go to the Payments screen and tap Finalize. You may then adjust the Tip as needed.
What if I don't add items after pre-authorizing someone's card?
- If no items are added to an order containing a pre-authorization, the pre-authorization will be voided during the payment-capturing process.