Set up an incidental amount for credit card authorization (Desktop)

Setting up an incidental amount for authorization means that every reservation checked in with a credit card will have an extra amount added to the authorization. If not used, this extra amount is automatically released at check out.

Path: Management > Setup > Interfaces > Interfaces > Credit Card Gateway > Processing Information (bottom right of the window)

1. Enter here a number of days to authorize incidentals prior to arrival. Enter "0" to disable this option. An authorization prior to the day of arrival will be done during the night audit.

2. Enter the amount of incidental to add to every check-in with a credit card.

3. Check the box if the amount is to authorize one time whatever the lenght of stay or will be multiply by the reservation number of nights.

4. "Allow Partial Auth" is not a current active feature.

5. If the incidental amount is based on the number of nights, enter a max number of nights to authorize. This is to avoid extended stay guests to be authorized thousands of dollars.

6. This section is only in the case that an authorization is made days prior to arrival. Select the option to authorize either one night or the full stay.

7. This section is only in the case that an authorization is made days prior to arrival. Instead of doing an authorization, this option will post an advance deposit of the amount selected, first night or entire stay.

• Related Articles

• Night Audit Credit Card Batch Report (Desktop) 🎥

  ? Watch Video The Credit Card Batch report will show all the credit card transactions posted for the given date and their status (settled or unsettled). Path: Accounting > Night Audit > Reprint Reports > Credit Card Batch. Generate report 1. Click ...

• Over Credit Limit Report (Desktop) 🎥

  ? Watch Video The Over Credit Limit report showcases reservations lacking sufficient credit to cover their stay balance, whether due to payment or credit card authorization. Path: Front Office > Reports > Over Credit Limit. Generate report 1.Refine ...

• Setup Advance Deposit Forfeit Amount for Online Cancellations (Desktop)

  This setting will only apply to online cancellations. It is meant to let Visual Matrix know what to do when it receives a cancellation for a reservation that has a deposit already posted; how much to forfeit (amount kept) and how much to refund to ...

• View a Credit Card Number from a Folio (Desktop)

  ? Watch Video Path: Front Office > Cashiering > Guest/Group Account > Open a Folio 1. Click on the Credit Card transaction to display it in the Details Posting at the bottom. 2. Click on View on the right side. 3. In the Credit Card Authorizations ...

• Check if a Credit Card Batch is settled (Desktop)

  Settling a credit card batch involves reconciling and finalizing credit card transactions between Visual Matrix and your credit card processor. "Settling a batch" essentially means concluding and processing the authorized credit card transactions to ...