📝 Overview
When a transaction is authorized, it indicates that the card has been verified and is capable of processing payments; however, the funds have not yet been collected.
This status is commonly seen with online booking clients, as the system authorizes the card prior to finalizing any payments. Other factors that may contribute to this status include internet instability, power surges, or device timeouts.
Authorized charges will appear as pending in the client's bank account. If no follow-up action is taken within 3 to 5 days, the transaction may vanish from the client's account. Therefore, it's best to act quickly to ensure the payment is processed.
Step 1: Confirm and Resolve
If you do not need to collect payment for the authorized transaction and a pending payment showing in your client's bank account for 3-5 days is not a concern, no further action is needed, as it will disappear.
Log in to your CardPointe account.
Go to the Reporting tab, then Transactions.
Ensure the payment status is Authorized.
To narrow your search for the transaction, you can also use the search bar at the top right if you have the transaction #, client name, card information, etc. If you know the last 4 of the card used, this is the best way to search for a payment if it's not popping out at you.
Please see the dropdowns for different situations and how to handle them.
There is only one authorized transaction for the client, and the amount is correct.
Click the arrow to learn more
Click the arrow to learn more
Click on the transaction # on the far left of the Transactions list.
At the top of the Transaction Detail page, click Capture.
There is only one authorized transaction for the client, and the amount is incorrect due to the tip amount missing.
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Click the arrow to learn more
To capture the tip (this will require processing the transaction in DaySmart again)
Click the arrow to learn more
Click the arrow to learn more
Click on the transaction # on the far left of the Transactions list.
At the top of the Transaction Detail page, click Void.
Run the transaction again
If the ticket is closed in DaySmart, you will need to create a new ticket to run the transaction again.
If the ticket still shows open in DaySmart, check out the client as you normally would. Since the original transaction was voided, your client will not be double charged.
To skip capturing the tip
Click the arrow to learn more
Click the arrow to learn more
Click on the transaction # on the far left of the Transactions list.
At the top of the Transaction Detail page, click Capture.
The authorized transaction is a duplicate, and you have already processed the card successfully.
Click the arrow to learn more
Click the arrow to learn more
Click on the transaction # on the far left of the Transactions list.
At the top of the Transaction Detail page, click Void.
Step 2: Close the Open Ticket Within the Software
Since payment was already collected, the card does not need to be run again. If the ticket still shows as open in DaySmart, you can close it as a custom payment so that your reporting is aligned.
It's important to note that you DO NOT want to use the Credit option if the transaction has been Captured following the steps above. Doing so will charge the client twice.
Proceed with checkout for the ticket in question.
Select Proceed to Payments
From the Add Payment screen, select Custom.
The amount paid box will show the total of the services displayed in DaySmart.
If the amount in CardPointe is higher due to a tip being collected, update the amount paid to match what is displayed in CardPointe, and check the box next to Apply remainder to tip.
Select the type of card used from the drop-down menu, add any comments if you'd like, then click on Add Payment.
You can select Close Ticket like normal.
💬 Contact Us
Still have questions? Contact us through our live chat option in the bottom right of this article or email us at [email protected].