Authorize and Capture Transactions

Q: Step 2: Capture the Authorization

Go to Credit Cards → Capture Enter the Transaction ID The Gateway will prefill the authorized amount Choose your capture amount: You can capture the full amount or a partial amount You can capture up to the original authorization amount (you cannot capture more) Click Capture Once captured and approved, the transaction will settle and fund like a normal sale.

A Sale and an Authorization look similar in the Gateway, but they do different things.

Sale (most common)

Runs the transaction in one step
If approved, it is scheduled to settle and fund on your normal settlement cycle

Authorization (Auth Only)

Checks the card and reserves the funds right away
No money moves and nothing settles until you capture it manually
Best when you need to confirm funds before finalizing the charge (examples: delayed fulfillment, variable totals, deposits)

Step 1: Run an Authorization

Go to Credit Cards → Authorize
Enter the transaction details (card number, expiration, amount, and any optional customer/order info)
Click Authorize
Save the Transaction ID (you will use it to capture)

Step 2: Capture the Authorization

Go to Credit Cards → Capture
Enter the Transaction ID
- The Gateway will prefill the authorized amount
Choose your capture amount:
- You can capture the full amount or a partial amount
- You can capture up to the original authorization amount (you cannot capture more)
Click Capture

Once captured and approved, the transaction will settle and fund like a normal sale.

If You Do Not Know the Transaction ID

Click the magnifying glass to search reports
Look for the transaction marked Pending Capture
Open it and select Capture from the transaction options

After approval, you can print or email a receipt just like any other transaction.

Watch the video below for a step-by-step walkthrough of authorizing and capturing transactions in the EPD Gateway: