{"_id":"59cc3056235d480010a1954f","category":{"_id":"59cc3054235d480010a1952a","version":"59cc3054235d480010a19527","project":"54cc14d03be4370d0082ac5d","__v":0,"sync":{"url":"","isSync":false},"reference":false,"createdAt":"2015-01-30T23:48:44.836Z","from_sync":false,"order":2,"slug":"performing-transactions","title":"Performing Transactions"},"project":"54cc14d03be4370d0082ac5d","parentDoc":null,"user":"54595f39df560c0800b40fc0","version":{"_id":"59cc3054235d480010a19527","project":"54cc14d03be4370d0082ac5d","__v":1,"createdAt":"2017-09-27T23:12:20.008Z","releaseDate":"2017-09-27T23:12:20.008Z","categories":["59cc3054235d480010a19528","59cc3054235d480010a19529","59cc3054235d480010a1952a","59cc3054235d480010a1952b","59cc3054235d480010a1952c","59cc3054235d480010a1952d","59cc3054235d480010a1952e","59cc3054235d480010a1952f","59cc3054235d480010a19530"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.9.0","version":"1.9.0"},"githubsync":"","__v":0,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2015-01-31T00:27:12.829Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":5,"body":"[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Pre-Auth\"\n}\n[/block]\nTo perform a Pre-Auth transaction, click the New Transaction button in the Transactions view. Note that Pre-Auth transactions are not available for Debit cards.\n\nIn the Type pulldown, select Pre-Auth.\nIn the field marked Amount, enter the amount of the Pre-Auth Transaction.\nIn the field marked Description, enter an optional short note about the transaction so that you can refer to it in the Transaction Details later. \n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/QmcqUnqbRHecUpMB9SOU_Transaction%20-%20New%20Txn%20Dialog%20-%20Pre-auth%20begin.png\",\n        \"Transaction - New Txn Dialog - Pre-auth begin.png\",\n        \"1044\",\n        \"814\",\n        \"#5ca3a4\",\n        \"\"\n      ],\n      \"caption\": \"Transaction Details Entered\"\n    }\n  ]\n}\n[/block]\nWhen you have entered this info, click the Pre-Auth button in the lower right of the dialog to proceed. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/dzCFQAHXRnqewUzkTMkp_Transaction%20-%20New%20Txn%20Dialog%20-%20Pre-auth%20done.png\",\n        \"Transaction - New Txn Dialog - Pre-auth done.png\",\n        \"1044\",\n        \"764\",\n        \"#63a3a3\",\n        \"\"\n      ],\n      \"caption\": \"Transaction Completed with Approved\"\n    }\n  ]\n}\n[/block]\nThe Pre-Auth transaction is now completed, and will give you a result of Approved or Declined.\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Pre-Auth Completion\"\n}\n[/block]\nTo perform a Pre-Auth Completion transaction, enter the Transaction Detail view for a transaction.\n\nFor an uncompleted Pre-Auth transaction, you will see a Complete button in the top right of the Transaction Detail view.\n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/mA9OWJCuSX21wADUSNlU_Transaction%20-%20New%20Txn%20Dialog%20-%20Pre-auth%20completion%20begin.png\",\n        \"Transaction - New Txn Dialog - Pre-auth completion begin.png\",\n        \"2880\",\n        \"836\",\n        \"#63a4a4\",\n        \"\"\n      ],\n      \"caption\": \"Transaction Detail View\"\n    }\n  ]\n}\n[/block]\nTo perform the Pre-Auth Completion, click the Complete button.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/32ff2ce-Transaction_-_New_Pre-Auth_Completion.png\",\n        \"Transaction - New Pre-Auth Completion.png\",\n        1148,\n        655,\n        \"#f2f2f3\"\n      ],\n      \"caption\": \"Confirm Pre-Auth Completion Dialog\"\n    }\n  ]\n}\n[/block]\nYou will be prompted to confirm that you want to perform a Completion for this Pre-Auth. You can choose to Use Full Completion Balance, or specify a partial Completion Amount. Click the Complete button to confirm.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/a594379-Transaction_-_New_Pre_Auth_Completion_Summary.png\",\n        \"Transaction - New Pre Auth Completion Summary.png\",\n        1151,\n        844,\n        \"#e2eeee\"\n      ],\n      \"caption\": \"Transaction Completed with Approved\"\n    }\n  ]\n}\n[/block]\nThe Pre-Auth Completion transaction is now completed, and will give you a result of Approved or Declined.\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Forced Post\"\n}\n[/block]\nTo perform a Forced Post transaction, enter the Transaction Detail view for a transaction.\n\nIn the bottom left of the New Transaction Dialog, select Manual mode.\n\nIn the Type pulldown, select Forced Post.\n\nProvide values for at least the following fields:\n* Amount\n* Card Number\n* Expiry\n* Cardholder Name\n* Auth Number: Enter the Authorization Number provided by the Credit Card issuer.\n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/h2oka2E6ReKTp4VtV7fI_Transaction%20-%20New%20Txn%20Dialog%20-%20Forced%20Post%20begin.png\",\n        \"Transaction - New Txn Dialog - Forced Post begin.png\",\n        \"1040\",\n        \"1452\",\n        \"#63a1a1\",\n        \"\"\n      ],\n      \"caption\": \"Transaction Details Entered\"\n    }\n  ]\n}\n[/block]\nTo perform the Forced Post, click the Forced Post button.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/Sps19vTNTNawQxoTnIun_Transaction%20-%20New%20Txn%20Dialog%20-%20Forced%20Post%20done.png\",\n        \"Transaction - New Txn Dialog - Forced Post done.png\",\n        \"1040\",\n        \"838\",\n        \"#63a4a3\",\n        \"\"\n      ],\n      \"caption\": \"Transaction Completed with Approved\"\n    }\n  ]\n}\n[/block]\nThe Forced Post transaction is now completed, and will give you a result of Approved or Declined.","excerpt":"Force, Pre-Auth, and Pre-Auth Completions","slug":"special-transactions","type":"basic","title":"Special Transactions"}

Special Transactions

Force, Pre-Auth, and Pre-Auth Completions

[block:api-header] { "type": "basic", "title": "Pre-Auth" } [/block] To perform a Pre-Auth transaction, click the New Transaction button in the Transactions view. Note that Pre-Auth transactions are not available for Debit cards. In the Type pulldown, select Pre-Auth. In the field marked Amount, enter the amount of the Pre-Auth Transaction. In the field marked Description, enter an optional short note about the transaction so that you can refer to it in the Transaction Details later. [block:image] { "images": [ { "image": [ "https://files.readme.io/QmcqUnqbRHecUpMB9SOU_Transaction%20-%20New%20Txn%20Dialog%20-%20Pre-auth%20begin.png", "Transaction - New Txn Dialog - Pre-auth begin.png", "1044", "814", "#5ca3a4", "" ], "caption": "Transaction Details Entered" } ] } [/block] When you have entered this info, click the Pre-Auth button in the lower right of the dialog to proceed. [block:image] { "images": [ { "image": [ "https://files.readme.io/dzCFQAHXRnqewUzkTMkp_Transaction%20-%20New%20Txn%20Dialog%20-%20Pre-auth%20done.png", "Transaction - New Txn Dialog - Pre-auth done.png", "1044", "764", "#63a3a3", "" ], "caption": "Transaction Completed with Approved" } ] } [/block] The Pre-Auth transaction is now completed, and will give you a result of Approved or Declined. [block:api-header] { "type": "basic", "title": "Pre-Auth Completion" } [/block] To perform a Pre-Auth Completion transaction, enter the Transaction Detail view for a transaction. For an uncompleted Pre-Auth transaction, you will see a Complete button in the top right of the Transaction Detail view. [block:image] { "images": [ { "image": [ "https://files.readme.io/mA9OWJCuSX21wADUSNlU_Transaction%20-%20New%20Txn%20Dialog%20-%20Pre-auth%20completion%20begin.png", "Transaction - New Txn Dialog - Pre-auth completion begin.png", "2880", "836", "#63a4a4", "" ], "caption": "Transaction Detail View" } ] } [/block] To perform the Pre-Auth Completion, click the Complete button. [block:image] { "images": [ { "image": [ "https://files.readme.io/32ff2ce-Transaction_-_New_Pre-Auth_Completion.png", "Transaction - New Pre-Auth Completion.png", 1148, 655, "#f2f2f3" ], "caption": "Confirm Pre-Auth Completion Dialog" } ] } [/block] You will be prompted to confirm that you want to perform a Completion for this Pre-Auth. You can choose to Use Full Completion Balance, or specify a partial Completion Amount. Click the Complete button to confirm. [block:image] { "images": [ { "image": [ "https://files.readme.io/a594379-Transaction_-_New_Pre_Auth_Completion_Summary.png", "Transaction - New Pre Auth Completion Summary.png", 1151, 844, "#e2eeee" ], "caption": "Transaction Completed with Approved" } ] } [/block] The Pre-Auth Completion transaction is now completed, and will give you a result of Approved or Declined. [block:api-header] { "type": "basic", "title": "Forced Post" } [/block] To perform a Forced Post transaction, enter the Transaction Detail view for a transaction. In the bottom left of the New Transaction Dialog, select Manual mode. In the Type pulldown, select Forced Post. Provide values for at least the following fields: * Amount * Card Number * Expiry * Cardholder Name * Auth Number: Enter the Authorization Number provided by the Credit Card issuer. [block:image] { "images": [ { "image": [ "https://files.readme.io/h2oka2E6ReKTp4VtV7fI_Transaction%20-%20New%20Txn%20Dialog%20-%20Forced%20Post%20begin.png", "Transaction - New Txn Dialog - Forced Post begin.png", "1040", "1452", "#63a1a1", "" ], "caption": "Transaction Details Entered" } ] } [/block] To perform the Forced Post, click the Forced Post button. [block:image] { "images": [ { "image": [ "https://files.readme.io/Sps19vTNTNawQxoTnIun_Transaction%20-%20New%20Txn%20Dialog%20-%20Forced%20Post%20done.png", "Transaction - New Txn Dialog - Forced Post done.png", "1040", "838", "#63a4a3", "" ], "caption": "Transaction Completed with Approved" } ] } [/block] The Forced Post transaction is now completed, and will give you a result of Approved or Declined.