OpenEdge Post-Auth Verification
OP5 LITE v5.0.9 (7), OP5 v5.0.11 (23), and Restaurant v1.0.2 (5)
Known OpenEdge Tab Issue:
For OpenEdge users opening tabs with a card reader, the sale won’t be captured off the initial pre-AUTH (instead creates a new transaction ID in OE) and therefore leaves that pre-AUTH on a customer’s bank accounts along with the sale, creating the illusion of a double charge until the pre-auth falls off after about 7 days. Additionally, some clients were faced with the "Visa - Misuse of AUTH" fee for these abandoned pre-auths (on Visa cards only).
How it works in our latest update
We have changed it so that when the tab is closed, the sale is captured based on the initial pre-AUTH so both transaction IDs are the same and OpenEdge is recognizing them as one transaction. This will resolve the issues mentioned above. We are looking to get an update released to the public within the next few weeks.
Current workaround for wineries:
-Only start credit card tabs by Keying in the Card until our update is released
When starting a tab with the card being keyed in (not using the card reader) the pre-authorization for that transaction is initiated at $0.00 regardless of the subtotal at the point of starting the tab. That way the customer isn't seeing any funds on hold in their account.
If you have the card reader connected, after tapping credit, you can tap back to be prompted with the option for "Key in Card"
EMV 4.7.6 and 4.7.7 (OpenEdge Specific)
In some cases, with EMV versions 4.7.6 and 4.7.7 OpenEdge users have experienced issues with the transaction freezing at the approval screen. When this occurs, it is possible that funds have not been captured and would require this to be done in OpenEdge. Additionally, this can cause the order to remain open in OrderPort with no order number even though funds have been captured.
The below steps outline the workaround to manually capture/verify funds and what is needed to provide to OrderPort to close the order.
Clients will either need to provide login credentials or log in themselves to the OpenEdge Gateway.
Once logged in, select Transaction Finder, enter the date or date range, select “all Terminals” then enter Minimum and Maximum
(Max should be one more than the minimum example $39.46 min max needs to be $39.47 Dollar amount.)
Click Search
The below example is a transaction that has been authorized and approved but not captured.
Click the transaction ID to get more details and the option to capture the transaction.
To capture this transaction click Capture. If the transaction had already been captured, you would not see this option.
Verify Amount is correct including the tip amount, click submit
Select Email Receipt and email to HelpDesk@orderport.net
Below is an example of what the email that is sent will look like:
8/3/2022