Pre-Authorizations

In this article, you will learn how to create pre-authorizations, capture reserved amounts, and export pre-authorizations.

A pre-authorization is the reservation of an amount as a payment guarantee. The amount is not charged to the customer’s card but is only reserved and held for a predefined period. For the merchant, this provides a payment guarantee.

For further information and practical use cases of pre-authorizations, please refer to the following article:

Pre-Authorization

Creating a Pre-Authorization

Pre-authorizations can be created in the following e-commerce tools:

• Pages

• Paylink

• Terminal

Tool "Pages"

To create a pre-authorization in the "Pages" tool, follow these steps:

1. Navigate to Pages > Overview in your Payrexx account.

2. Create a new page.

3. Go to the "Payment information" tab.

4. Select the payment type "Pre-authorization":

Creating a pre-authorization in the "Pages" tool

Tool "Paylink"

To create a pre-authorization in the "Paylink" tool, follow these steps:

1. Navigate to Paylink in your Payrexx account.

2. Create a new payment link.

3. In the "Payment information" section, select the payment type "Pre-authorization":

Creating a pre-authorization in the "Paylink" tool

Tool "Terminal"

To create a pre-authorization in the "Terminal" tool, follow these steps:

• Navigate to Terminal in your Payrexx account.

• In the "Payment information" section, select the payment type "Pre-authorization":

Creating a pre-authorization in the "Terminal" tool

Viewing Pre-Authorizations

To view the list of all reserved amounts, navigate to Payments > Pre-Authorizations in the main menu of your merchant administration:

Excerpt from a list of pre-authorizations

Payment status

• The status "Uncharged" indicates that a certain amount has been reserved on the card and is ready for charge in the coming days.

• The status "Confirmed" indicates that the card has already been charged.

For more information on the different payment statuses in Payrexx, please refer to the following article:

Payment Status

Pre-authorizations created in test mode can be identified by the label . For more information on testing payments, please refer to the following article:

Testing

Charging a Pre-Authorization

To charge a reserved amount on the customer's card, click on the corresponding row in the pre-authorizations list to open the detailed view:

Detail view of a reserved but uncharged amount in Payrexx

1. Amount/Charged: the reserved amount (EUR 80.00) and the information on how much has already been charged (EUR 0.00)

2. Date: the date the amount was reserved on the card

3. Create Charge: the button to charge the amount

To deduct the amount from the customer's card, click the "Create Charge" button, which will open the following window:

Configuring the charge of a reserved amount

1. Number: Specify how many times the amount (in this example, EUR 80.00) should be charged.

2. Charge custom amount: Define a custom amount to be charged. This amount can be smaller than the displayed amount, but not greater.

To deduct the amount from the customer's card, click the green "Charge" button.

The reserved amount has been successfully deducted from the customer's card.

Deleting a Pre-Authorization

If you do not wish to charge a reserved amount, you can delete the corresponding pre-authorization.

To do this, click on the corresponding row to open the detailed view of the pre-authorization. Then use the red button at the bottom of the page to delete the pre-authorization:

Deleting a pre-authorization in Payrexx

Exporting Pre-Authorizations

To export the list of created pre-authorizations to a CSV file, click the "Export" button at the top of the page:

Exporting reserved amounts from Payrexx to a CSV file

For more information on Payrexx's export function, please refer to the following article:

Export

Trigger Webhook

If you have set up a webhook in your Payrexx account, you can send pre-authorizations to the webhook URL recorded under API and Plugins.

To do this, open the detailed view of the desired pre-authorization and click on "Trigger webhook":

Sending a pre-authorization to the webhook URL