Pre-Authorization/Pre-Payment with BASYS

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.

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.

1. To authorize a payment, select this action.

1. Upon selection, a dialogue box will prompt you to enter or use card details.

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

• Alternatively, you can choose a previously saved card by selecting the appropriate check box. See below:

1. Upon successful authorization, this confirmation message will be displayed:

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.

1. 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:

1. Click 'Void Authorized & Make Payment'.

1. Click 'Finish'.

Review Transactions

To review the payment details, go to Setup > Registered Plugins > BASYS and click 'Processor Log'. Here you can access both the original authorization payment and the recent transaction.