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Processing Payments with Payment Processing

Learn how your PMS works when it is integrated with a payment gateway

Ilaria Lanni avatar
Written by Ilaria Lanni
Updated over 6 years ago

If your account is integrated with a Payment Gateway, you will be able to process payments for credit cards directly into the Payment screen.

  • To process a payment, select Credit card from the Payment Type drop down menu:

Enter the credit card type from the Card Type drop down menu. Note that if the guest has a credit card loaded in the folio, there will be an option to select that card:

In the case you select the existent card, all relevant fields will be automatically filled in; otherwise, you can select the card type and insert the card number and the expiration dates.

  • Place the amount you want to charge the guest:

When Payment Gateway is active you will have the option to either charge the card or authorize it:

Authorizing the card will place a hold on the guest’s card for the amount you selected.
Pay Now will automatically charge the guest’s card for the selected amount.

  • If you choose to authorize the card, you will receive a Payment Successful message on the screen. You can open the Payments drop down menu to look up the authorization: the latter will appear in blue color:

The amount corresponding to the authorization appears in light grey, and the overall balance is not affected by it.

  • If you click on the Authorization blue button, you will be able to access the details and see the available actions that you can perform:

If you need to release the authorized amount, simply click on the red button Release:

If you want to capture the amount, or part of the authorized amount, insert the relevant value in the box and click on the blue button Capture:

Important: When connected to a Payment Gateway, you will still able to convert payments to deposit, void them or refund them. However, the refund option is only available for charges that have already been processed by the merchant account; if you have only just processed a payment and you want to refund it, you can void it and replace the charge. Charges voided within the day of charge won't be processed by the merchant account.

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