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Pre-Authorizations and Captures

The information in this article pertains to merchants who have signed up for Helcim from June 1, 2020, onward. If you are using Helcim's Legacy system, please click here.

If you would like to process a pre-authorization you can do so using the Helcim Payments App.



Process a Pre-Authorization

Begin by clicking on Payments and Transactions from the menu on the left-hand side of the app, or by clicking on My Transactions from the top menu. Or You will not complete the transaction using the Virtual Terminal by clicking on New Transaction and Virtual Terminal in the top right-hand corner of your screen. For the transaction type, you will want to select Pre-Authorization, you can then enter the rest of the transaction and customer information. Once you process the transaction it will show as an approved PREAUTH if the transaction was successful.

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 status will change to EXPIRED in your Helcim account.

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 Right-Hand Menu Icon to expand the menu options. 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.

Related Articles

Accepting Payments in Terminal Mode
Processing a Sale in Terminal Mode
Processing a Refund or Reversal
Reviewing Your Transactions and Batches
Processing a Sale in the App
Processing a Manual Transaction
Closing a Batch in the App

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