Payment Processing Instructions for Bookings

Last modified on:

Overview

This document provides instructions on how to make payments using either credit card or cash/other payment methods. The process begins by submitting a new booking from the 'Rez Quote' or 'Calendar Tool' options, which redirects you to the Credit Card Payment screen on the Guest Folio tab.

Prerequisites

  • Access to the 'Rez Quote' or 'Calendar Tool' for booking.
  • Guest Folio tab access for payment processing.

Steps

Credit Card Payments

  1. Access Credit Card Payment Section:
    - Navigate to the Credit Card payment section of the Guest Folio panel.
  2. Enter Payment Details:
    - Select a Card Type from the dropdown.
    - Enter the Credit Card details, including the CVV number.
    - Click Submit.
  3. Confirmation:
    - The payment is confirmed when the Print Selector Screen appears.
    - Credit Card details are securely recorded off-site with the Payment Gateway Provider, ensuring PCI compliance.
  4. Send Confirmation:
    - Select either the email or print PDF Confirmation options to send or print the confirmation.

Cash / Other Payment

  1. Cancel Credit Card Process:
    - Click the Cancel button in the Action Header to exit the Credit Card process.
  2. Select Payment Type:
    - Reopen the Guest Folio tab and click on the Payment button.
    - In the Payments/Transfers section, select the Payment Type from the dropdown.
  3. Enter Payment Amount:
    - Enter the amount being paid or use the pre-populated balance amount.
    - Click Post.
  4. Submit Payment:
    - Click the Submit button to save the payment to the guest folio.
    - The Print Selector – Confirmation screen will display.

Troubleshooting

  • If the payment process does not redirect to the Credit Card Payment screen, ensure that the booking was submitted correctly through the 'Rez Quote' or 'Calendar Tool'.
  • For issues with the Payment Gateway Provider, verify that all entered details are correct and that there are no connectivity issues.