This article explains how to add guest's credit card details to their reservation manually or by using Cloudbeds Terminal.
This action does not charge the card. To add a payment to a reservation, check out:
- How to Add / Post Payment to Reservation as a Record (Without Using Payment Gateway Processing)
- How to Process Payment Through Payment Gateway
Due to security reasons, the credit card data will only be stored up to 14 days after the check-out date. After this period, the guests’ credit card information will be deleted from the system and from our data vaults.
Access the Credit Card tab
- Access Reservations tab and search for the desired reservation.
- Access the Credit Cards tab.
Continue to Manually add the credit card details or Add the credit card details with Cloudbeds Payments terminal
- Click +ADD
- Enter the credit card's details.
- Click SAVE.
The credit card is now added to the reservation and can be accessed under the Credit Cards tab > Details.
If you are using Cloudbeds Payments as your payment processor, you are able to add the credit card data to a reservation using the terminal.
- Click ADD WITH TERMINAL.
- The system will prompt the current terminal connected.
On this step you can:
- Use the current terminal connected - the terminal name will be described on the following screen - go ahead and continue to step 5.
- Choose another terminal - if you have more than one terminal, click Choose Another.
- Cancel - cancel this action.
- On your terminal you will see a new screen - insert or swipe the guest's card.
The credit card details will be saved under the Credit Cards tab > Details.
The system doesn't differentiate if the card number entered is debit or credit card and will always display the card as a credit card when adding a payment on the Folio, even if the card number entered was a debit card.
To view the credit card details, check the following article: How to View Reservations Credit Card Details
