Cloudbeds Payments - How to Process a Transaction through the Terminal

Follow

Cloudbeds Payments is an add-on that is quickly growing to be one of our leading global services. Please click here to see if it is available in your country.

Processing a transaction through Cloudbeds Payments is a very user friendly and seamless experience. You can process a transaction manually or through the Cloudbeds Payments card readers.

If you want to use this feature or order the Cloudbeds Payments card reader, reach out to our support team.

Cloudbeds Payments (Europe)- We are currently experiencing an issue when processing payments using contacless method.

Background

  • You can use the Cloudbeds Payments in different sections of Cloudbeds
  • At the moment, the system does not allow you to activate your terminal when creating a new reservation, but you can still use the feature for transactions in which the card is not present
  • The terminal only works for charges linked to your Cloudbeds PMS. For any charges outside of Cloudbeds PMS, for example Poster, it's not possible to use the terminal
  • You would need to confirm the reservation and go back into the Guest Folio to process the transaction using your terminal
  • All payments will be processed in hotel's currency

Guest Folio - Process a Transaction using the Terminal

Access the desired reservation:

  1. Click on Folio
  2. Click on Add/Refund Payment menu
  3. Select Add Payment
[Demo] Tessa Swier Hotel - Reservations - Google Chrome
  1. Assign the guest (if applicable)
  2. Select the folio (if applicable)
  3. Amount: by default, the system will add the balance due, but you can edit the amount if needed
  4. Choose the desired Payment Type
    • Stored Credit Card - use previously added credit card details to process the transaction
    • Terminal- card-present transaction / this option activates your card reader
    • Add new credit card - you can add new credit card details to process transactions
  5. Click to Process the Payment

For security reasons, you are not able to see the credit card details - please check the following article for further information: Cloudbeds Payments - Why can't I view full credit card details?

[Demo] Tessa Swier Hotel - Reservations - Google Chrome

If you chose the option terminal, you will see this prompt on your screen. On this step you can:

  • Use the current terminal connected - the terminal name will be described on the following screen - you can go ahead and proceed with the next steps below
  • Choose another terminal- if you have more than one terminal, click Choose Another
  • Cancel the transaction
4hOAtUvMhniF8WHy4yIcI9T246XDwprp3yynzSkPiMzFvpLfFBTC35Taq9bqgRoGl-9n6ea_0CBncmH1W5KbTfJ8vuF4QYUq77y6NXqPvR0He-fac2Ei4Xu88_6dzB1Fw2zFdArS (904×706) - Google Chrome

On your terminal you will see a new screen with the amount intended for charge as shown below:

  1. At this time, swipe, insert, or have your guest tap their mobile device on top of the terminal to process the payment
  2. The transaction will complete and Cloudbeds page will refresh
  • If the transaction declines please check the following article: Cloudbeds Payments Decline Codes
  • You can also run a transaction through a House Account using Cloudbeds Payments with the same steps detailed above. For further details on how to add a payment in a House Account visit this article.
Error Message - 'Internal Server Error'

If you are processing a transaction, or recording a previous payment, the Internal Server Error may be triggered by different reasons. Please double-check the following topics:

  1. Ensure the email address under Guest Details is a valid email. Test@Test.com or other place holder emails can cause this error
  2. Double-check that OTA-generated emails are valid
  3. If the card is a US-issued card, check if the country under Guest Details has the United States selected
  1. Under Credit Cards tab, verify if the CVV and expiration date of the card are valid
  1. If you've just connected Cloudbeds Payments, check if your Onboarding process has been completed
Slack | cb_payments_support | Cloudbeds | 29 new items

Remember that when you set up your account, if all of the information is successfully verified, the process might take 1-2 days to be completed.

Powered by Zendesk