This article will walk you through the process of adding payment to a reservation as a record (without charging the credit card). This helps to track the guest's balance and keep reporting accurate.
IMPORTANT: The steps described below do not process any payment from the guest's credit card.
To charge the credit card added to the reservation you would need a payment gateway connected to myfrontdesk. Learn more about processing real payments through payment gateway in our article: Payment Processing Overview and Frequently Asked Questions
Or alternatively, you can charge the credit card through an external system (POS, terminal, online-banking).
1. Go to Reservation and click 'Folio'
2. Open the folio that you want to add a payment record
3. Click 'Add Payment/Refund' and select 'Add Payment' button
In the new window enter the payment details:
4. Assign to: Choose the guest to assign the payment, can be used for when there are multiple guests in a reservation.
5. Select folio: Select to which folio the payment will be added.
6. Amount: By default the amount of payment will be pre-filled with the balance due, you may click it to edit - if the amount entered is higher than the balance due , a notification will pop up to ask you to confirm the action.
7. Payment type: Select the type of payment (cash, credit card, bank transfer, PayPal, or any custom payment types methods)
8. Post with current date and time: By default the box is checked to post the transaction with the current date and time. Unchecking the box will allow you to choose a date in the past or future to post the transaction.
- If a date in the future is selected - the transaction will appear in the folio as pending.
- Cash payments will always be posted with the current date.
9. Enter and store credit card details: This option is only displayed if credit card is selected previously as the payment type. If selected, you will be able to enter the credit card details which will be stored in the reservation 'Credit Cards' tab.
To view the stored credit card details see this article: Viewing Credit Card Details: All You Need To Know
10. Credit card type: Select the type of the credit card. This option is only displayed if credit card is selected previously as the payment type.
11. Notes: Enter any notes if necessary
12. Allocate Payment: If you have this functionality enabled, this option will be checked by default for you to allocate the payment to specific the revenue item.
Learn more about payment allocation in our Knowledge Base: Payment Allocation
13. Continue: Click to add the payment
If you have chosen the current or past date when posting the payment, you will see the transaction as posted in the selected folio:
If you have selected a future date for the payment, the payment will be pending to be posted in the folio. To see the payment, select 'Pending' in the filter 'Transactions'. The pending transaction will be in gray:
In myfrontdesk a payment can be added in 2 ways:
- As a record (the payment will be recorded as a note in the folio, the system does not charge the guest's card)
- As a real charge (myfrontdesk processes the payment through the connected payment gateway)
The process described in this article does not process the payment, but adds a record of the payment to the folio. Click here to learn more about processing real payments through payment gateway.
You would need to charge the guest credit card through an external system (POS, terminal, online-banking). If you have stored the credit card details when adding a payment as a record, you may use them to process the payment through the external system.
No, if the payment was added by mistake or with incorrect details, you may see the solution below.
- Cash payment: Cannot be voided after 24 hours. You can add a refund of the amount added instead and post a new payment with the correct details. Learn how to add refund
- Other payment types: Click the 'gear' icon next to the transaction, to void the payment and add a new payment. (Users must be granted with permission to Void Payments After 24 Hours)