Adding a credit card transaction

Modified on Mon, 16 Oct, 2023 at 1:32 PM

Go to Reservations > Manage Reservations and find the booking you want to add a transaction to (you can search by name or reservation number). Click the little arrow pointing down and select “View transactions” from the drop-down menu. On the next screen, click on +Add Transaction. Under Payment Method, choose Credit Card and fill in the respective fields. Once finished, click Add Transaction at the bottom to process the transaction.

You can also choose to add the transaction onto the room (RESX) instead of the reservation (RES) by clicking on RESX drop down instead of the RES.

The Additional Info field is optional and there are three tick boxes which you can choose to tick or not: 


  • Set as Primary Card  Use this if there are likely to be multiple cards used on the booking, so that you can identify the "main" one
  • Link card to both Reservation and Reservation Item  Use this if you wish to be able to make the card available at both the reservation (RES) and reservation item (RESX) level, for example if the lead booker is also paying for items being charged to the individual rooms
  • Virtual Card  Use this to identify a card you are taking payment from as being a virtual card from an OTA so that you can differentiate it from the guest's own card, which they will need to use to pay for any additional costs


Please note - Once you have added the card details only the last 4 digits will be viewable in accordance with data protection.

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