> 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.<br>

<figure><img src="/files/HLojun6kITb0PWSUXMxD" alt=""><figcaption></figcaption></figure>

2. Using the number pad, enter the amount to pre-authorize.
3. Touch **OK**. The *Total Pre-Authorization* screen appears.&#x20;

<figure><img src="/files/JAhGuBn6FPeqLQqUT4Ji" alt=""><figcaption></figcaption></figure>

{% 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**.<br>

<figure><img src="/files/A3ZT6tPkHsvoS9e5WWse" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/g7ITxjaBtt0HzH0ixsv5" alt=""><figcaption></figcaption></figure>

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**.&#x20;

<figure><img src="/files/RBQ3OtnL89lEBCCbJz9u" alt=""><figcaption></figcaption></figure>

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**.<br>

<figure><img src="/files/LTu0STZSK9jrRGaFIp8S" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/ltSPGND7T5ryMsoMTuMd" alt=""><figcaption></figcaption></figure>

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 **Completion**.&#x20;

<figure><img src="/files/PWTCe8g4Lej7bnxkOldk" alt=""><figcaption></figcaption></figure>

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.