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What is a pre‑authorisation?

Pre-authorisation allows you to place a temporary hold on a customer’s funds without charging them immediately. This ensures the customer has sufficient funds available and protects your business before you fulfill an order.

How do pre-authorisations work?

Unlike regular charges, this setup splits your transaction into two distinct parts: checking and reserving the amount first, then finalising the actual transfer later when you are ready to complete the service. This is useful for:

  • Long-term reservations
  • Deposits
  • Hotel check-ins
  • Car rentals

How do I set it up?

Before initiating any holds, the feature must be enabled within the POS application settings.

  • Navigate to the 'More' menu on the POS App
  • Click on 'Checkout' from the starting page options
  • Locate the Pre-authorisation toggle switch
  • Toggle the switch to ON (the toggle status color changes to blue)