How do I authorize a transaction?

If your business needs to pre-authorize a transaction before it is submitted, you can do that directly inside Key Accept and Sync and apply the authorization to an existing invoice.

Last Updated: January 29, 2024

What's in this article?

Navigate to Credit Card and then select Authorize

 

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From the Authorize screen, you will enter the Amount that you wish to pre-authorize. You can also pre-authorize a Surcharge amount to ensure that you are able to collect the full amount when the invoice is paid.

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You will receive an immediate response to confirm if an Authorization was successful or declined.

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All successful Authorizations will be stored in the Capture/Void tab. Here, you can review the details of the authorization.

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To apply this Authorization to an invoice, use the Action menu to select Capture. If the Authorization is no longer needed, you can select Void to release it.

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To apply a Captured Authorization, you will be presented with a drop-down menu of invoices. If none of these invoices apply, you can skip and continue to click Capture.

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You will receive an immediate confirmation of the details and receipt. This can be printed or downloaded for your records.

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