# Pre-Authorization/Pre-Payment with BASYS

<details>

<summary>Media</summary>

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FadsPH7yifF0LV2rpuZDO%2Fimage.png?alt=media&#x26;token=382c2bd4-6fac-4287-ae0f-c33706d04f26" alt="" data-size="line">[Take Pre-Authorized Payment with BASYS](https://howto.salesorder.com/take-pre-authorized-payments-with-basys/)

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## Pre-Authorized Payments

Pre-authorization functionality allows you to obtain approval from a customer's financial institution for a specified amount, ensuring the availability of funds and verifying the validity of the card before finalizing the sale by taking payment.&#x20;

{% hint style="info" %}
You must be using the BASYS Payment Processor plugin to use the following.
{% endhint %}

### Process a Pre-Authorize Payment

Upon installing the BASYS plugin, you will find the 'Authorize (BASYS)' action at the top of the page on every sales order.&#x20;

1. To authorize a payment, select this action.&#x20;

<figure><img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FbJEdEFSuP64fPOojGjv8%2Fimage.png?alt=media&#x26;token=69a0fbd6-7a8c-4646-8ae6-b3fda93480b6" alt=""><figcaption></figcaption></figure>

2. Upon selection, a dialogue box will prompt you to enter or use card details.&#x20;

* If you are entering a new card, ensure to select 'Authorize and Store', this will securely store this card for future transactions. See below:&#x20;

<figure><img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FJvDLg965a8v9HNCpHjFG%2Fimage.png?alt=media&#x26;token=7d08dc65-f8a1-4c02-b81c-413730ba0c40" alt=""><figcaption></figcaption></figure>

* Alternatively, you can choose a previously saved card by selecting the appropriate check box. See below:&#x20;

<figure><img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FbZcxCp0Ymc4GbcuLRh5l%2Fimage.png?alt=media&#x26;token=e2c55230-e1b2-4e8e-bad1-1f13bc9bc0c1" alt=""><figcaption></figcaption></figure>

4. Upon successful authorization, this confirmation message will be displayed:&#x20;

<figure><img src="https://lh7-us.googleusercontent.com/sO3z0YtgJpbjuHF4MYu5OSIJsSjmyNzCE-dJWPlfVNDL6PxZpDcLjBSY4xArDskeK0pl25bBcCnzVoD4T3oGspUP0XNcGdBVgyDF7AjeV2eOORbhXL2E-IeiqXWhymPpXghaMMgXW78zft4OW5jbsB8" alt=""><figcaption></figcaption></figure>

You can navigate to the Payment Method tab on the sales order to access detailed information about the authorized payment including the method and status.&#x20;

<figure><img src="https://lh7-us.googleusercontent.com/7aia9ASG6vjtVladbO5KdWd9Ladg9gtWgaReeloI1DmpnVd9hmoAcCNEx_mjOMAr8VOwvKEQmFEiwGeuhfqwifbV1LSq9ePQxLYoJZR-CZoq-f_TsstUF_LgR4dUa-nKwdlTuXwk4uPyg4k6Ri5Gip8" alt=""><figcaption></figcaption></figure>

5. Add a new item, the total amount will update. Proceed to make the payment as usual. When you process the payment you will see this message:&#x20;

<figure><img src="https://lh7-us.googleusercontent.com/9bC3ARYOXVOsWzIKLW7h-U4rxaViG0GB9-wz26nqzBoWtTKd8qH8PR2oUv2UF_BbM9rso0Aw6ciNErjzJC7L1UcyHzYJvW_18ngupmevuJEmCkTXW_vbdIcDGQRe62pS7tViP8nz5y78Co-ZvX4R_b8" alt=""><figcaption></figcaption></figure>

6. Click 'Void Authorized & Make Payment'.&#x20;

<figure><img src="https://lh7-us.googleusercontent.com/fAoMFLvJCA6tDy3Y89dwiFC5ZLY8Ke_85CgmeOB7NgzqsR3v3aUMBNwOMQiN90ouJxUJqbxJ7aS0dEkOwVW7BIuwXfx_fvCWShOmWgFkMXf0fT5E0V4DQgulQuUh264TuHtzSkYEYVUhYfbMZtucucI" alt=""><figcaption></figcaption></figure>

7. Click 'Finish'.&#x20;

### Review Transactions

To review the payment details, go to <mark style="color:orange;">Setup > Registered Plugins > BASYS</mark> and click 'Processor Log'. Here you can access both the original authorization payment and the recent transaction.&#x20;

<figure><img src="https://lh7-us.googleusercontent.com/f0g9IDJ3TCY47OflhH7TeW4_K-dtfz2Noo0xHL9usatzs2iADYXWr7PljqUfAqfDaQjw101PddE44s0mkXh2SrNjXOj038DdMdZ86JypZAOMJeE2quzM462BtomfmR4KQ4KJ8xzqjGsZJ2NMZNdE_kg" alt=""><figcaption></figcaption></figure>