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Capturing a Pre-Authorized Transaction

Once you have completed a pre-authorization, you need to capture the funds using an approval code. This function will complete the pre-auth/capture action and charge the funds to the customer. Follow the steps below to capture the approval code.

First, you need to find the original pre-authorization transaction. To see instructions on how to search transactions please click here.

If you have the approval code already in front of you, you can simply go to the virtual terminal and process a capture by selecting Capture in the drop down, click here for instructions.

Once you have found the pre-authorization transaction, select it by clicking on it. You should see PREAUTH under Type of transaction. The transaction details will show, click on Capture in the menu on the right-hand side of your screen.
You will now be asked to confirm the capture amount, the text box will auto-populate with the original transaction amount. If you need to change the amount you can do so now. Once you have confirmed the amount to be processed, click on Process.
If you have selected to capture the full amount, a confirmation of capture will show. However, if you have selected to capture a different amount, the system will auto fill all required fields and you can change the amount you would like to capture before hitting Process.

The transaction will now show on the main page as a CAPTURE.

Related Articles

Viewing and Searching Transaction History
Processing a Sale or a Pre-Authorization on the Virtual Terminal
Processing a Refund or a Void
Processing a Multi-Currency Transaction in the Virtual Terminal
Viewing Your Credit Card Batches
Batch Report Actions - Printing, Emailing, and Creating PDFs
Manually Settling a Batch
Managing Your Terminals and Customizing Batch Settings
Receipt Theme Designer
Exporting Transactions
An Overview of Helcim Payments
How to Process an EFT/ACH Transaction
ETF/ACH Batch Reports
Using Helcim Fraud Defender

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