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
Transactions from the menu on the left-hand side of the app, or by clicking on
My Transactions from the top menu.
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.
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
The transaction will now show as a
CAPTURE in your transaction list.