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Q:

How do I set preferences so that payments above a specified limit can be held for release after authorisation?

A:

To set preferences so that payments above a specified limit can be held for release after authorisation follow the below steps –

  1. Select 'Customer details' from the 'Administration' menu. 

  2. Select the heading of the third box, 'Payment preferences'.

  3. Tick the payment types you want to hold under 'Hold and release payments'.

  4. Set the limit above which payments need to be held.

  5. Indicate whether or not a Smartcard is needed to release payments.

  6. Confirm your changes they hit 'Update'

  7. Authorise the changes with a Smartcard and card reader. If you have 'Dual authorisation' switched on, you'll also need a second administrator to authorise your changes.

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