> For the complete documentation index, see [llms.txt](https://docs.payfacto.com/payfacto-knowledge/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.payfacto.com/payfacto-knowledge/canada-doc-center/applications/secure-payment/payment-standalone-mode/transactions/pre-authorization-increment-completion.md). # Pre-Authorization/Increment/Completion ### Pre-Authorization A pre-authorization allows you to authorize an estimated amount for the final total sale, setting aside (reserving) that amount on a client’s card prior to completing the transaction. {% hint style="info" %} NOTE: If there is a difference between the pre-authorized amount and the final sale amount, it remains reserved on the card balance until the completion of the pre-authorization or until the posting date on the client’s account, depending on the card issuer’s policies. It is recommended to complete the pre-authorization when the final amount is known in order to release any difference back to the client's account. {% endhint %} #### **To pre-authorize an amount on a client’s card:** 1. Touch **Operations** and touch **Pre-Authorization** from the menu.

2. Using the number pad, enter the amount to pre-authorize. 3. Touch **OK**. The *Total Pre-Authorization* screen appears.

{% hint style="info" %} NOTE: If the merchant account is configured to add any fees, they are added automatically to the amount that appears on the screen. {% endhint %} 4. Tap, insert, or swipe the payment card. 5. After confirming the pre-authorization, the terminal prints the merchant copy of the transaction receipt. To print the customer copy, touch **Print receipt** or touch **No receipt** if no customer copy is requested. *** ### Pre-Authorization Increment There may be times when you pre-authorize an amount of money on a client’s card, but you recognize that the final sale will be greater than the pre-athorized amount. In this situation, you can increase the pre-authorization by incrementing (adding) an additional amount. This increases the amount reserved on the customer's card, further reducing the available spending limit. As with any pre-authorization, when you complete a pre-authorization, you release the unused funds earlier. #### **To increment an existing pre-authorization:** 1. From the main screen, touch **Settings**.

2. Enter the merchant password and touch **Confirm**. 3. In the **Transaction management** section, touch **Transaction History**.

4. Scroll to or search for the desired pre-authorization transaction to complete. {% hint style="info" %} NOTE: Because all of a merchant's transactions processed on all terminals are saved immediately to the server, the list of transactions may be quite long. For more information on searching for a transaction, refer to the [*Search for a Transaction*](/payfacto-knowledge/canada-doc-center/applications/secure-payment/payment-standalone-mode/transactions/search-for-a-transaction.md#search-for-a-transaction) procedure. {% endhint %} 5. Touch the desired transaction to display the details. 6. Touch **Increment**.

7. On the *Increment amount* screen, use the number pad, enter the amount to add to the existing pre-authorization and touch **Confirm**. 8. After confirming the new pre-authorization amount, the terminal prints the merchant copy of the transaction receipt. To print the customer copy, touch **Print receipt** or touch **No receipt** if no customer copy is requested. *** ### Pre-Authorization Completion When you pre-authorize an amount of money on a client’s card, the card issuer reserves that amount for a period that varies with each user and card issuer. This reserve (or freezing of funds) reduces the client’s available spending limit. \ If the pre-authorized amount is greater than the final sale, the unused portion of pre-authorized amount remains reserved until the card issuer releases the reserved funds. When you complete a pre-authorization, you release the unused funds earlier. #### **To complete a pre-authorization:** 1. From the main screen, touch **Settings**.

2. Enter the merchant password and touch **Confirm**. 3. In the **Transaction management** section, touch **Transaction History**.

7. Using the number pad, enter the final sale amount and touch **Confirm**. 8. After confirming the pre-authorization completion, the terminal prints the merchant copy of the transaction receipt. To print the customer copy, touch **Print receipt** or touch **No receipt** if no customer copy is requested.