How do I pre-authorize or charge the credit card on file?
Short answer
Open Billing > Credit Card Reservation Authorization, pick the Arrival Date, click Show, tick reservations, choose Charge For, then Sale Payment or Authorized Payment.
Steps
- The guest folio must hold a credit-card document with a stored token; the gateway must be set up (Credit Card Setting).
- Open Billing > Credit Card Reservation Authorization (the page has the tab Reservation Authorization).
- Choose Arrival Date (today up to 13 days ahead), filter Sales & Channels or Rate type, click Show.
- Tick the reservations.
- Charge For: Full Day (whole balance), One Night or Custom (type an amount).
- Click Sale Payment (charge now) or Authorized Payment (hold only) and confirm.
- For an OTA card that fails, click Report To OTA.
Check the result
Each row shows Running then Success or fail; Process completed successfully. appears at the end (even if some rows failed, so read the Status column). The code is in Auth# and the folio shows the payment or authorization.
Common problems
- fail: no card token on the primary guest, card declined, or gateway key missing (Generate the PG API Key before making a card payment.).
- Please select atleast one or more Guest(s) to make payment.
- Invalid Amount for Custom.
- Night audit can collect prepaid payments automatically if the setting is on.
- Messages: Billing messages.