Post a Credit Card Payment on a Folio (Cloud)
When a guest’s credit card is authorized and you’re ready to apply payment to their stay, you use this procedure in Visual Matrix Cloud. Posting a credit card payment marks the amount as captured and prevents further adjustments. Ensuring you follow this process correctly means the guest’s folio, payment terminal, and your property’s accounting stay aligned and error-free.
Path: Front Office > Cashiering > Guest/Group Account and open the guest’s/group's In-House Folio.
This procedure applies when the guest has already checked in and you are posting to an open guest folio.
Instructions
1. At the bottom of the folio, go to Detail Posting.
2. Select the credit card method of payment (VS, MC, AX, DC, ...), enter the amount, and click Save.
3. Posting the Credit Card Payment
An authorization is already pending
When a stored authorization is detected, the system automatically displays it.
- If the charge matches the authorized amount, click Charge to complete the transaction.
- If the charge is lower, click Reverse to release the unused amount and finish the transaction.
- If the charge is higher, click Increment to authorize the difference, then click Charge.
No authorization exists
When the Credit Card – Charge window opens but no authorization appears above the amount field:
- Click Authorize to create a new authorization.
- Once the authorization is approved, click Continue to post the payment.
There is no credit card on file
When the Credit Card – Charge window opens and no card is saved on file:
- Click Authorize to collect the card information from the pinpad.
- After the authorization is complete, click Continue to post the payment.
A credit card is on file but a different card must be used
When the Credit Card – Charge window opens and the guest wishes to use another card:
- Click Clear to remove the stored card information.
- Click Authorize to collect the card information from the pinpad.
- After the authorization is complete, click Continue to post the payment.
If Credit Card Capture is enabled for your property, a popup will appear confirming that the transaction has been successfully captured.
4. After posting the payment
- Review the folio to confirm the payment amount has reduced the guest balance as expected.
- The transaction now becomes final. If captured, it cannot be voided or adjusted.
- If an incorrect amount was charged, post a new payment or create a card refund to correct it.
Still Need Help With This Topic?
Ask Yourself:
- Did I select the correct method of payment and verify the amount before clicking Save?
- When the Credit Card – Charge window appeared, did I confirm whether an authorization was already pending, or if I needed to create a new one?
- If no card was on file, did I authorize the card using the pinpad before completing the transaction?
- After clicking Charge, Reverse, or Increment, did I see the message “Card has been captured!” confirming the transaction?
Support May Ask You:
- Was there an authorization on file before you posted the payment?
- Did you select Charge, Reverse, or Increment when completing the transaction?
- Did a capture confirmation popup appear after processing?
- Was the card added or changed during this process (for example, a new card was entered or the stored card was cleared)?
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