Payment Method

To add a payment method to a reservation or folio, navigate to Front Office → Guest Board → Guest Stay Record → Guest Folio - Manage Payment Methods.

Click Add New.
Select the Payment Method type from the drop-down.
If a credit or debit card was selected as the Payment Method:
1. Click Use Payment Device to swipe the credit card to add the information.
  1. Choose the folio assignment from the Assignment drop-down.
  2. Select the Terminal from the drop-down.
  3. Click Send to Payment Device.
2. Click Enter Manually to type in the credit card information.
  
  Note: Enter Card Manually is disabled for some restricted card types.
  1. Fill out the required fields.
  2. Click Submit.

Click Close.

Note: If the reservation has a credit card on file, physical card entry is not required for check-in. If the guest is not checked in or if the selected guest's folio has a balance of zero, you can add the payment method through physical card entry. The transaction is tokenized but not authorized. If tokenization fails, the system displays a message. This feature is only available for Shift4 and Elavon processors.

Cash payments

During check-in or when extending in-house reservations, agents may be required to collect the entire amount due for any outstanding stay charges. When a payment is collected, the cash modal is displayed with the total amount due automatically populated. An information message is displayed if restrictions are in place to prevent collecting less than the full amount. If a lesser amount is entered, an error message is displayed. Unless permissions have been granted, an override may be prevented and the full amount due must be posted.

Payment is based on the max number of nights. To restrict users from collecting less than required, settings must be enabled in CR: Setup → Property Hub Configuration → Financial → Cash Posting → Restrict users from decreasing amount to post at check-in and extend stay dates.

To allow users to collect less than required, permissions must be granted in CR: Administration → User → User Access → Access Points Assignment → SPH - Allow amount update at checkin & stay.

To edit a payment method:

Click Manage Payment Methods.
Click the chevron down arrow to view the existing payment information and modify it.
Click Update.
Click Close.