Pre-Authorized Deposit

• Enter a Sales Order > Payment page > extra-Action button at Deposits - Payment Type Code field > Payment Summary Window > Actions button > Pre-Authorized Deposit

These display-only fields are populated only if a pre-authorized deposit exists for the current order.

This display-only field is populated with the current balance remaining on the order being processed.

This display-only field is populated only when the pre-authorized deposit amount has been increased or decreased from the value in the Original Pre-Auth Amount field.

Use this field to enter an amount to pre-authorize; an amount calculated by STORIS may default.

You may use this field to decrease or increase the amount for pre-authorized deposits obtained using Shift4 either in-store or on the web. Enter the new amount and click Save. A new pre-authorization request is not sent.

• Decreasing the amount to lower than the original pre-authorized amount returns the remaining balance to the customer's credit limit.

• Increasing the amount to higher than the original pre-authorized amount can be done if the increase amount is less than or equal to the limit set in the Amount Increase Limit field on the EMV tab of Payment Card and Device Settings. If the increase amount exceeds this limit, security override may be required by a user with Override Pre-Authorized Deposit Amount Increase Limit in Create a User/Group Actions - Receivables Security.

Select the payment terminal in which to apply the pre-authorized deposit. This field is active only when obtaining a new pre-authorization. This field is inactive if a pre-authorization already exists (a payment terminal is not needed to release a pre-authorization). If no payment terminal is selected and the user presses the swipe card or Save button (manual transaction), a message indicates that a Payment Terminal must be selected. Any change made to the payment terminal here is reflected upon returning to the Payment Summary window.

Click this button to release a pre-authorized deposit for processing.

For a Shift4 pre-authorized deposit - If approved, you are returned to the Payment Summary Window where the transaction appears  in the grid as an approved deposit. If the response is a decline, the pre-authorized deposit is removed from STORIS. If declined due to a referral, the Authorization Display Screen shows the reason for the decline and you may select the "Manual Authorization" option from the Response Action field. If a communication error occurs, the pre-authorization remains in STORIS.

For a Legacy pre-authorized deposit - Legacy credit card payments are processed when the order is saved. Upon clicking this Release Pre-Authorized Deposit button, you are returned to the Payment Summary Window where the transaction appears in the grid.

Use this field to enter an amount to pre-authorize; an amount calculated by STORIS may default. Once an amount is entered, the Swipe Card button activates.

information is relayed to the payment processor). Click Save to process the transaction. See the Swipe Card field for a description of what happens as the transaction is processed.

Click this button to process the pre-authorization transaction. STORIS receives an approved or declined response message from Shift4.

• If approved, an approval message is displayed and you are returned to the Payment Summary window.

• If declined, the Authorization Display Screen displays with the reason for the decline. If the decline is due to a referral, any available bank information is displayed in the Bank Response field. Note that the "M - Manual Authorization" option in the Response Action field is inactive. After exiting the Authorization Display Screen, you are returned to the Payment Summary window.