Refunds and PreAuth & Capture

August 05, 2026

Process full or partial refunds and manage pre-authorizations directly from your SmartPOS terminal.

Two advanced cashier flows that require prior configuration and, at some merchants, administrator credentials.

Refunds

Before you start

A refund can be full, for the entire original sale amount, or partial, for a smaller value. In both cases the app records the reason and generates a new Ticket # for the refund.

Step 1 — Find the original transaction

Go to Transactions → Sales List, use the filters to find the sale and tap the card to open its detail. Inside the detail, select Refund.

Step 2 — Choose the refund type

The app shows the original amount and two options:

Confirm the amount by tapping the blue check button.

Step 3 — Select the reason

The app requires a justification before it processes the refund. The options are Wrong Item, Damaged, Customer Dissatisfied and Other.

Select the reason and tap Confirm.

Step 4 — Processing and confirmation

The terminal processes the refund with the card network. If approved, it shows the Approved screen with a “refunded successfully” message and a new receipt.

How the refund looks in the Sales List

Once processed, the refund appears in the original transaction’s detail with this breakdown:

Auth & Capture (pre-authorization and capture)

A pre-authorization reserves an amount on the customer’s card without charging it right away. The actual charge happens later, in a separate step called capture. It is the standard flow at hotels, car rentals and restaurants that adjust the final amount before closing the check.

Create a pre-authorization

Step 1 — Enter the amount

From the Home tab, tap Authorization in the operations menu. The keypad header shows Authorization instead of Sale. Enter the amount to pre-authorize and tap the confirmation button.

Step 2 — Enter a reference

Tap Save Ref to attach it, or Skip to continue without one.

Step 3 — Card presentation

The terminal shows the card-waiting screen. The customer presents their card by contactless, chip or magnetic stripe. The process is identical to the regular sale flow.

Step 4 — Auth approved

If the authorization succeeds, the app shows the Auth Approved screen with an “Authorized - Not Captured” message. The amount is reserved but not yet debited. A Ticket # and a receipt are generated.

Capture a pre-authorization

Step 1 — Open Capture Payment

From the Home tab, tap Capture Payment in the operations menu. The screen lists every pending pre-authorization with its reference, amount and expiry date.

Each pending pre-authorization has three actions:

Step 2 — Confirm the amount to capture

The app shows the Confirm total before capturing screen with the authorized amount and the total to capture. Tap Capture Payment to confirm.

Step 3 — Capture approved

The app shows the Approved screen with a “charged successfully” message and generates the transaction’s final receipt.