When you have a customer who wants provide their credit card to start a tab or long order, you can turn on Pre-Authorization. Note: Pre-Authorization in EMV-mode cannot attach the customers name to the order as EMV rules prevent the reader from sending this to the register app directly.
Pre-Authorized transactions will save into the "Open" tab in your list of orders. This also allows you to begin a pre-authorized tab on one station and bring it up later on other iPad stations, whether the "Validate" feature is on or off. To start :
Step 1 : From the main Register, tap on “Dashboard” ⇨ “Back Office” ⇨ “Settings”.
Step 2 : Choose “General” on the top left, and then tap on “Pre-Authorization” in the “Register” area on the right.
Step 3 : On the following screen, tap on the toggle to the right of “Pre-Authorization” to turn it on.
When you turn this on, the “Validate Card” option will check the customer’s card balance for the amount you choose in the “Default Pre-Authorization Amount” Leave “Validate Card” on if you want to make sure the customer has a minimum available before you start their receipt. The pre-authorized card can only be used when the receipt total is less than the pre-authorized amount.
If you decide not to check the customer’s minimum balance, you can tap on the toggle to the right of “Validate Card” to turn it off.