Card Payments: Terminal, Saved Cards and New Cards

Charge or authorize a guest’s card on a card terminal, from a saved card, or after saving a new card.

Charge or Authorize?

Every card option offers two actions:

• Charge takes the money now. The payment shows as SUCCESS.
• Authorize places a hold on the card for that amount without taking it. The payment shows as AUTH. Capture it later, for example at check-out, or void it to release it. See Card Authorizations (Pre-Authorizations).

Charge with a Card Terminal (EMV)

1. Open the booking’s folio.
2. Click Collect payment and choose Perform EMV transaction.
3. Check the Amount. It starts at the balance due, and you can change it.
4. Choose the terminal in Terminal Id(s) if your property has more than one.
5. Optional: tick Select to apply a card processing fee if your property charges one.
6. Leave Save card for booking ticked to keep the card on the booking for later charges.
7. Click Charge or Authorize, then ask the guest to tap, insert or swipe their card on the terminal.

✅ What you’ll see: When the terminal approves, a payment receipt opens. You can print it or download it as a PDF, and the payment appears on the Payments tab.

“An authorization is already open on this booking”

If the booking already has a hold on a card, the dialog shows it with the amount, the card and the date. Usually you should Capture it instead, which takes the money from the card already on hold. A new charge would leave the old hold on the guest’s card for up to 30 days.

Charge a Saved Card

1. Click Collect payment. Saved cards are listed under SAVED CARDS.
2. Choose the card, for example VISA •••• 1111.
3. Enter the Amount. It starts at the balance due.
4. Click Charge card to take the money, or Authorize to place a hold.

💡 Tip: To delete a saved card, open it and click the trash icon in the top-right corner.

Save a New Card

1. Click Collect payment and choose Add new card.
2. Swipe the card on a connected card reader, or type the details: first and last name, card number and expiry date.
3. Enter the CVV and, if you have it, the Billing ZIP. The card is checked with the bank when it’s saved.
4. Click Add card.

⚠️ Note: If the bank says the CVV or billing ZIP doesn’t match, the card is not saved and you’ll see why. Check the details with the guest and try again.

✅ What you’ll see: The card appears under SAVED CARDS in the Collect payment menu, ready to charge or authorize.

Related

• Card Authorizations (Pre-Authorizations)
• Refunds and Voids
• Collecting Payments in the Folio