How to Pre-Authorize a Credit Card at the Create Tab Screen

1.  Go to the TABS area of the system, then to CREATE TAB

2.  At the CREATE NEW TAB screen, enter the number of covers. To begin the credit card pre-authorization process, select CREDIT CARD.

If you are pre-authorizing a card, DO NOT enter the tab name or add a customer to the tab at this time.

3.  The system provides an opportunity to override the default tab minimum value before executing the pre-authorization. If you would like to adjust this minimum, use the plus button to increase the minimum until you reach the desired value

4.  Note that the CARD PRESENT button is selected by default. If the card is present (this will usually be the case), choose SUBMIT PRE-AUTHORIZATION

5.  The system will prompt you to tap or insert the credit card

6.  After a successful tap or after the card is inserted into the chip reader, the system will display that the card has been successfully pre-authorized. Tap CONTINUE

7.  At this time the system defaults the name of the tab to that of the last four digits of the card that was pre-authorized

8.  If you wish to rename the tab, tap on the current tab name. This will allow you to overwrite the current tab name with something different.

9.  Type in the new name for the tab and hit SAVE

10.  At this point, you can also assign a customer from the database to any of the covers on the tab if you wish to do so. To do this, swipe the name of the cover from right to left and choose the "Change Cover Assignment" button.

11.  Search for the customer by name, email, or phone. Select the desired customer and choose SUBMIT

12.  Both the name of the overall tab and the name of the cover have now been changed

To PreAuthorize a Tab in the Manage Bills screen View Here

If you have any questions, please do not hesitate to reach out to Teesnap Support by emailing us at support@teesnap.com or calling 844-458-1032.