Post a Credit Card Payment on a Folio (Cloud)

Post a Credit Card Payment on a Folio (Cloud)


Securing a guest's credit card for authorization is crucial to ensure the final bill is covered. However, an authorization is just a hold and doesn't count as payment until it's posted on the folio or as an advance deposit. Once the payment is posted, the PMS "captures" the amount, officially blocking it on the guest's account. After this capture, the payment cannot be voided or adjusted. If an error occurs, you’ll need to post an additional payment or issue a credit if the charges were higher than intended. Let's go through the process step-by-step.
Path: Front Office > Cashiering > Guest/Group Account > Select and Open an In-House Folio

1. Using "Detail Posting" at the bottom of the folio, select your credit card type method of payment, enter the amount and click "Save".



2a. If you already have an authorization pending, Visual Matrix will automatically display it to use it for that charge.
3a. Click "Charge" to confirm the payment or use "Clear" to enter another credit card number.
4a. A green popup confirmation will display "Card has been captured".
Info
A capture means that once a credit card payment is posted (either as an advance deposit or on a folio), it cannot be adjusted, overridden, or voided.

2b. If you do not have an authorization pending, then the authorization will happen just before the card is captured. Click "Authorize" to get the credit card information from your pinpad.
3b. Once the information comes back to Visual Matrix, it will show as authorized. Click "Continue".
4b. Click "Charge" to capture the amount.
Info
A capture means that once a credit card payment is posted (either as an advance deposit or on a folio), it cannot be adjusted, overridden, or voided.

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