By swiping the card, the name, credit card number, and expiration date will be auto-filled. All the other fields will need to be inputted manually.
This feature is currently in the beta stage and might present some issues.
How to add a card when creating a new reservation
On your Cloudbeds PMS account:
-
- Start the process of creating a new reservation.
- Once on the Payment step, choose Credit Card under the Payment Type drop-down menu.
- Make sure that the option Enter and store credit card details is selected.
- Swipe the card on your USB Card Reader and then enter any other required fields to continue.
- To complete the reservation process, decide between three actions:
- Authorize Card & Confirm: To place a hold on the funds without charging the card immediately.
- Record Existing Payment & Confirm: This will record an earlier payment only. A credit card will not be charged using this method.
- Process Card & Confirm: Directly charge the card for the reservation cost.
The card will be recorded in the reservation.
How to add a card to an existing reservation
Open the specific reservation and follow the steps:
-
- Go to the Credit Cards tab and click on + Add Card
- Swipe the card on your USB Card Reader
There is no need to select a field - Enter any other required fields
- Click Save to store the card
Now, you can perform transactions with this card.
You can also perform the same steps when adding a payment to your House Accounts.
Comments
Please sign in to leave a comment.