Groups - Adding a Credit Card to a Group Profile

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Under the "Credit Card" tab the user can add the credit card and then select this card as a payment method when adding a charge or refund to the group folio.

If you have Payment Processing enabled you can add the credit card and process authorization, charge or refund under "Credit Card" tab, and the transactions will be then displayed in the group folio. 

Please note that if you link the reservations with credit cards to the group profile, the credit cards will NOT be imported to the "Credit Cards" tab under the group profile.

If you need to charge the card already added to one of the linked reservations you will have to add the credit card to the "Credit Cards" tab under the group profile again and then charge it.

Adding Credit Card to Group Profile

1. Go to "Groups" and open the group profile.

2. In the group profile open the "Credit Cards" tab.

3. Click "+Add Card."

4. Enter the credit card's details.

5. Click SAVE.

6. The credit card is now added to the group profile.

Actions with Credit Card in Group Profile
Adding Payment as a Record

Once the credit card is added you will be able to select it as a payment method when adding a payment or refund on the Group Profile folio as a record (without charging the card):

If you don't have payment processing enabled, simply click "Continue."

If you have payment processing enabled but want to add the payment as a record (do not charge the card), click "Continue" and select "Record Previous Payment (Don't Charge Card).

Credit Card Authorization, Charge and Refund

The actions below require Payment Processing to be enabled.

1) From the "Credit Card" tab

If you have Payment Processing enabled, you can authorize the credit card and then process charges or refunds from the "Credit Card" tab.

First, you need to authorize the credit card:

Then you will see 3 options: authorize again, capture (charge) and void (release an authorized amount).

If you have several folios (Split Folio functionality should be enabled), you will be able to select to which folio you want to add the charge.

The charge will appear in the "Folios" tab on the group profile page:

2) From "Folio" tab

You can also charge the added credit card directly from the group folio when adding a payment or refund.

1. Open group, then click on "Folios."

2. Click "Add Payment" (or "Refund Payment" if you want to process a refund to the previously charged credit card).

3. Select the card added previously to the "Credit Card" tab as a payment type, enter the amount and click "Continue." Select "Process Payment."

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