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Using Credit Card Preauth in NX POS

Updated

Using Credit Card Preauth in NX POS

The Credit Card Preauth feature allows you to securely start a tab by authorizing a credit card before the final payment is processed. This is essential for bars and nightclubs where speed of service and securing funds are priorities. 💳

When you preauth a card, the system validates the card, renames the check for easy identification, and ensures funds are available.

Initiating a Preauth

To start a tab using a credit card:

  1. Open a new or existing order.

  2. Press the Preauth CC command button.

  3. Follow the standard credit card prompts on the screen (insert, swipe, or tap).

How the Amount is Determined

When you press the command, NX determines the preauthorization amount based on the greater of two values:

  • The Area Configuration: A default amount set in the Portal (e.g., $25.00).

  • The Current Check Total: The actual value of items currently on the order.

Example: If your Area default is $25.00, but the guest orders $100.00 worth of champagne, the system will attempt to preauth for $100.00.

More Info: Configuring Preauth in NX POS

Visual Indicators (Green vs. Red) 🟢🔴

Once a card is successfully preauthorized, a status indicator appears at the bottom of the check (in the footer). This allows the bartender to know the status of the tab at a glance.

  • Green Amount: The check total is less than the preauthorized amount. (You are fully covered).

  • Red Amount: The current check total is greater than the preauthorized amount. (The guest has spent more than what was originally held).

Automatic Check Naming 🏷️

One of the biggest benefits of Preauth is organization. Upon a successful swipe:

  1. Check Name: The check is automatically renamed using the Name on the Credit Card OR the name from the NX Customer Database (if the card matches an existing profile).

  2. Seat Name: The specific seat is also named based on the card for easy recognition.

  3. Tab List: This new name is immediately visible in the Tab List, making it easy to find "Smith, J" in a crowded room.

Closing Out the Tab

When the guest is ready to leave, you do not need to swipe the card again.

  1. Navigate to the Pay Screen.

  2. Locate the preauthorized card button (it will display the card type and the last 4 digits).

  3. Tap the card to finalize the payment.

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