How to Process Payment Through Payment Gateway

1. Go to Reservation and click Folio.
2. Open a folio you want to add payment to
3. Click Add Payment/Refund and select Add Payment.

In a new window:

4. Select which guest you want to assign the payment to.
5. Select which folio the payment should be added to.
6. Enter the amount of payment (by default, it will be the balance due, but you may edit the amount).
7. Select the Payment Type > Credit Card 
   • You may select either Credit card x(last 4 digit numbers of the card) — if the card details are already entered on the Credit Card tab,
   • or, select + Add new credit card and enter a new credit card (step 9 below).

8. Select how to process the payment

• Charge: processes the payment from guest's card through the payment gateway immediately
• Pre-authorize: holds an amount on the guest's card, which can be charged later on Credit Card tab
• Record previous payment (don't charge): adds a record of payment to folio and won't process any payment through the gateway. Useful if the payment has already been processed through an external system
  • Post with current date and time: When this box is checked the current date and time will be posted for the transaction when you click Continue button. You can uncheck if you are adding a transaction for the past.
  • Enter and store credit card details: Check the box if you are charging a card with details not already in the system.

9. Input the card information (if you previously selected to add a new card in step 7).
10. Enter notes.
11. You can allocate the payment to specific revenue item if you have this functionality enabled. Learn more about payment allocation in our Knowledge Base: Payment Allocation
12. Click Continue.

1. Go to Reservation and click Credit Cards.
2. Click +Add Card.

3. Enter the credit card details and Save.
   • Mark card as active to be able to process it
   • Select a type of credit card
   • Enter cardholder name
   • Enter card number
   • Select Expiration Date
   • Enter CVV if needed

4. Click the card on the left, then click blue Authorize button.

5. Enter the amount to authorize (hold) on the guest's card, then click Authorize.

Now you can:

6. Authorize another amount.
7. Capture the total authorized amount — select this option to add payment (charge guest's credit card).
8. Void the authorization.

When Capture is selected, you can enter the amount to be charged (by default it will be authorized amount).