# 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:

{% content-ref url="/pages/-MZCkS8Ie-bJt1KXgavb" %}
[Pre-Authorization](/merchant/english/payment/functionalities/pre-authorization.md)
{% endcontent-ref %}

## Creating a Pre-Authorization

Pre-authorizations can be created in the following [e-commerce tools](/merchant/english/account/tools.md):

* [Pages](#tool-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":

<div align="left"><figure><img src="/files/BvxrsE5DKOWA362eX7Vc" alt=""><figcaption><p>Creating a pre-authorization in the "Pages" tool</p></figcaption></figure></div>

### 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":

<div align="left"><figure><img src="/files/3S44wy4LfgyEhWz7UNgq" alt="" width="563"><figcaption><p>Creating a pre-authorization in the "Paylink" tool</p></figcaption></figure></div>

### 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":

<div align="left"><figure><img src="/files/ing13kyNx3F0Rw0S2DKm" alt=""><figcaption><p>Creating a pre-authorization in the "Terminal" tool</p></figcaption></figure></div>

## Viewing Pre-Authorizations

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

<div align="left"><figure><img src="/files/iOzjDcgDtHAQkFcSjDbj" alt=""><figcaption><p>Excerpt from a list of pre-authorizations</p></figcaption></figure></div>

### 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:

{% content-ref url="/pages/2Wwrfd29tECxcla4NCT7" %}
[Payment Status](/merchant/english/payment/payment-status.md)
{% endcontent-ref %}

Pre-authorizations created in test mode can be identified by the label ![](/files/mJVAvNIMra3XHhwXTJPX). For more information on testing payments, please refer to the following article:

{% content-ref url="/pages/-MdNTXs1Cj\_H0MnJqHLN" %}
[Testing](/merchant/english/payment/testing.md)
{% endcontent-ref %}

## Charging a Pre-Authorization

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

<div align="left"><figure><img src="/files/cXmjAZadn31kjBwzkxZc" alt=""><figcaption><p>Detail view of a reserved but uncharged amount in Payrexx</p></figcaption></figure></div>

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:

<div align="left"><figure><img src="/files/6RwRtRzt1p8gXhQSpFau" alt=""><figcaption><p>Configuring the charge of a reserved amount</p></figcaption></figure></div>

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.

{% hint style="success" %}
The reserved amount has been successfully deducted from the customer's card.
{% endhint %}

## 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:

<div align="left"><figure><img src="/files/yfqScVdDoUhv8UXnZdo2" alt=""><figcaption><p>Deleting a pre-authorization in Payrexx</p></figcaption></figure></div>

## 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:

<div align="left"><figure><img src="/files/MLqms4nqueW3OF9qr1uJ" alt=""><figcaption><p>Exporting reserved amounts from Payrexx to a CSV file</p></figcaption></figure></div>

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

{% content-ref url="/pages/00TC8Lzy4pzV4yOcVtw6" %}
[Export](/merchant/english/account/payments/export.md)
{% endcontent-ref %}

## Trigger Webhook

If you have set up a [webhook](/merchant/english/account/webhooks.md) in your Payrexx account, you can send pre-authorizations to the webhook URL recorded under [API and Plugins](/merchant/english/account/api-and-plugins.md).

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

<div align="left"><figure><img src="/files/PaZqmYl7RKlJYhJZqhf8" alt=""><figcaption><p>Sending a pre-authorization to the webhook URL</p></figcaption></figure></div>


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