Adding a payment card to a reservation or room reservation

Modified on Tue, 10 Jan 2023 at 04:42 PM

Go to Reservations > Manage Reservations -  Search for the required reservation either by Res no, name or arrival date.


If you are wanting to add individual cards for each gueston a group reservation or multi room reservation then you want to add to that specific guests room (RESX)

 

Click on the + sign to the left of the RES number, this will show you all rooms on the group reservation and the names of the guests staying. Find the room you want to add the card to and click on the arrow on the RESX number for the drop down menu. Select 'View Transactions'  

Select 'Add Transaction'

Fill in the details - Example shown below. 

Click 'Add Transaction'

As this card belongs to the specific guest in this room you would not tick either of the below.

Set as Primary Card

Link card to both Reservation and Reservation item?

Please note if you see a red margin around the Card Number box (as shown in the image below) this means that the card number is incorrect so please be careful when typing in the details.




When you want to take a payment later, select credit card as the payment method and the card you added will be under 'Existing Credit Card'


 

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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