ADV User Guides Understanding the Pre-Auth Screen
- Anthony Fontana
Summary / TL:DR: This article will help you understand the Pre-Auth screen.
Fields on the Pre-Auth Screen.Â
Pre-Authorization
Customer Number | The account number of the bill-to customer associated with the transaction. |
Address Code* | The address code associated with the ship-to address. |
Billing Currency | The currency associated with the order. This will default based on the default currency set on the customer's account and can be adjusted if necessary, although that is not common. |
Billing Organization* | The owning organization of the item being pre-auth'd. |
Amount* | How much the card is being pre-authorized for. |
Authorization Description | Enter a description here of what the pre-auth is for. |
Add Card | This will open up the secure payment entry dialog box, where payment details will be securely entered. |
Is For Auto-Charge | Checking this box will bring up the consent checkbox and flag it for auto charge with auto renewal. |
Is For Installment Billing | This will flag the authorization for installment billing |
If you check one of the boxes below, the consent text will populate. You must receive consent before pre-authing the card. If the order will be an Auto-Charge or Installment Billing order, and you do not get consent, you will be unable to place the order later. The system will prompt an error if consent is not provided
Wrap up
You should now have an understanding of the Pre-Auth screen in Advantage.