Credit Card Preauthorization Process Steps

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Overview

This document provides a step-by-step guide to completing a credit card preauthorization through the guest folio.

Prerequisites

  • Access to the guest reservation and folio.
  • Necessary permissions to process payments.

Steps

1. Open the Guest Reservation

  • Navigate to the Guest Folio of the reservation you wish to process.

2. Go to Charges & Payments

  • Click on the Charges & Payments tab within the folio.

3. Open the Payment Gateway

  • Click the Gateway button.

4. Enable Preauthorization

  • In the payment window, check the box labeled "Preauthorization."

5. Select the Payment Method

  • Choose one of the following:
  • New Credit Card: Manually enter the guest’s credit card information.
  • Stored Token: Select an existing saved card from the dropdown menu.

6. Enter the Hold Amount

  • Type in the amount you wish to place on hold.

7. Process the Hold

  • Click Proceed to initiate the hold.
  • When the Confirm Payment prompt appears, click Yes to complete the preauthorization.

Completed PreAuth

Troubleshooting

Capturing or Voiding a Preauthorization

After a preauthorization has been placed, follow these steps to either capture the funds or void the hold:

1. Open the Guest Folio

  • Navigate to the reservation and go to the Charges & Payments tab.

2. Click the Gateway Button

  • Open the Gateway dialog as you would for any payment action.

3. Select the Preauthorization Token

  • From the list, choose the token labeled with "Preauth."

4. Choose an Action

  • Capture: Charges the card for the preauthorized amount.
  • Void: Cancels the preauthorization and releases the hold.

Additional Resources