Authorize credit transactions in Transaction Manager

If you subscribe to a CHARGE Anywhere mobile solution and you want to authorize and hold an amount without charging a customer now, follow these steps to authorize an amount online rather than on your mobile app.

Note: To authorize an amount on your mobile device, see Authorize credit transactions in the QuickSale mobile app.

1. Log in to Transaction Manager .

   Note: If you haven't already activated your Transaction Manager account, see Set up a CHARGE Anywhere mobile solution.

2. The Web Terminal screen should automatically open, but if necessary, click Virtual Terminal > Web Terminal Options > Web Terminal.
3. Confirm Credit is selected in the Payment Type field.
4. Select Auth Only in the Transaction Type field.
5. Complete the following steps to swipe a card or manually enter a card.

   Swipe a card

   1. Click SWIPE to open the Card Swipe window.
   2. In the Card Swipe window, click CLICK HERE TO SWIPE.
   3. Swipe the customer's card through the card reader to automatically enter the customer's name, card number, and expiration date.
   4. Click OK to close the Card Swipe window.

   Manually enter a card

   1. Enter the Card Number, without spaces.
   2. Enter the card's four-digit Exp Date, in MMYY format.
6. Enter the Amount to authorize.
7. If necessary, enter the following optional information.
   • Customer Number
   • Card Present
   • Address (the street number of the cardholder's billing address)
   • Zip Code (the ZIP code of the cardholder's billing address)
   • CVV Indicator
   • CVV
   • Clerk Number
   • Invoice Number
   • Tax
   • Tips
   • Purchase Card
   • Tax Exempt
   • Purchase Code
8. Click PROCESS.

   If the authorization is successful, you'll receive an approval code, which you'll need later to settle the transaction, and a window opens with options to create a receipt.

9. To create a receipt, complete one of the following steps.
   • To print a receipt if a printer is attached to your computer, click Print.
   • To email a receipt, enter the customer's email address in the Email field and click Email.
10. Later, if you want to charge the customer and settle the successful authorization, follow the steps in Force authorized transactions to settle in Transaction Manager.