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 AuthOnly 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, the AuthOnly 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 for every AuthOnly transaction you wish to capture
• Select 'Capture'
• Click the 'Capture Checked Transactions' button. This will finalize the AuthOnly transaction
• Your AuthOnly 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.