How do I log and redeem a "pre-authorisation" payment?

Modified on Thu, 8 Aug at 12:48 PM

On the transactions screen of a reservation, reservation item or house account, click the +Add Transaction button.



Add a payment with the Transaction Type "PreAuth" and enter credit card details (or choose an existing card if available). Enter the amount and any additional info you want to log alongside the pre-authorisation, then click "Add Transaction" at the bottom to confirm:



To redeem the pre-authorisation and take payment, simply click on the amount, as highlighted below: 



This will make a little pop-up dialogue appear. Here, you can check or amend the value (you can take part payment if you wish, just type over the amount) and then click "Capture Payment" to take the payment:



On the transaction screen, the 'Amount' column has now changed from 0.00 to -100.00 and the 'Balance' is now -100.00 (this will change to 0.00 and balance it out when the Night Audit runs and adds the accommodation charge onto the booking. 



To cancel a pre-authorisation instead of redeeming it, simply click on the red icon highlighted on the screenshot below. It will then ask you to confirm the cancellation. 



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