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, you can select a 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 and 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.