How to adjust or finalize an Auth Only transaction in the Virtual Terminal

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How do I adjust or finalize an Auth Only transaction?

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This guide describes two different ways of finalizing (sometimes called "adjusting" or "capturing") an Auth Only transaction.

• Method One: Adjusting the transaction amount.
• Method Two: Without making any changes.

For both methods, please begin by following the steps below:

• Log into the Virtual Terminal
• Go to Batch Management and select Credit Card:

METHOD ONE: Adjusting the transaction amount

This method should be used when you need to make a one-time adjustment to the transaction amount to adjust for shipping charges, or other charges that were unknown at the time of authorization.

• Under Options click Adjust next to the transaction you want to adjust:

• Change your amounts as necessary.

• Click Submit Transaction. Once the page reloads, your Auth Only transaction will now change  to "Prior Auth":

METHOD TWO: Without making any changes

This method should be used when you do not need to make a one-time adjustment to the transaction amount.

• Under the "Settle" column, locate and check off the box to every Auth Only transaction you wish to capture.
• Select the Capture Checked Transactions button:

• Click Review complete, capture the selected transactions button.  This will finalize the Auth Only transaction.

• Your Auth Only transaction will now appear as a "Prior Auth":

If you have questions or require additional information, please submit a ticket and we will be in touch with you shortly.

Last Modified: 01/08/2015