Description

How do I adjust or finalize an Auth Only transaction?

Resolution

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 Paya Exchange
• Use QuickLinks and select Batch Management
• Launch the Virtual Terminal

As soon you launch the terminal it takes you to a batch summary for the account. Select credit card from the top right corner.

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.

• First locate the transaction you wish to adjust
• Click the small green arrow on the right side to see the options, then Adjust
• Change amounts or Customer Info as necessary.
• Click Process Transaction. Once the page reloads, 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.

• Under the "Settle" column, locate and check off the box to every Auth Only transaction you wish to capture.
• Select Capture
• Click Capture Checked Transactions button. This will finalize the Auth Only transaction.
• Your Auth Only transaction will now appear as a "Prior Auth" in the batch.

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