Documentation

How To Take Pre-authorization Payments From First Data

In this article, we’ll tackle how you can take the payments for the orders you have if your shop is utilizing the Pre-authorization operation type for every transaction as you will need to do this from First Data’s back office. Here’s a screenshot of the option you need to change from WooCommerce >> Settings >> Payments >> AG First Data Connect Checkout Settings if you would like to set this for your shop as well:

The option is labeled as Operation, set it to Pre-authorization to proceed.

After setting this up, you can proceed in creating a test purchase to have access to a successful order or transaction within the back-office, if you have not done this before, you can check out our article regarding how you can make a test payment in test mode.

After a successful test purchase, you must proceed to your First Data’s back office and proceed in Reports >> Orders. From here, you will be prompted with options to filter the orders that you need to view, like so:

Submit the query, and you should be able to view the orders you have received related to the filters you have set. Click on the Order number of the transaction that you would like to accept the payment from:

You will then be redirected to the order’s details and from this window, you will be able to enter the right amount for the order’s completion, check out the screenshot below for more visuals regarding this:

Click on the “Completion” button to finalize the transaction. Once this is successful, you will be redirected to the next window where the debit is labeled as APPROVED, like so:

If you need further assistance or clarification regarding these steps, you could also contact our support, and one of our friendly support team members will sort out these issues for you.

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