Use Stored Card for Folio Payment (Cloud)
When posting a credit card payment in a reservation, you don’t need to re-enter the guest’s card details or use the pinpad each time. If the card has already been added or previously used, it can be quickly selected from the list of saved cards—saving time and reducing input errors. This article explains how to post a payment or refund using a card that’s already stored on file in Visual Matrix Cloud.
Path: Path: Front Office > Cashiering > Guest Account > In-House Guests > Click on the Guest and Click "View"
Instructions
1-3. Using Detail Posting, select the payment or refund code matching the card type (Visa, Mastercard, Amex, etc.), enter the amount, and click Save.
4. Click View to open the Credit Card – Charge window.
5-7. Select the stored card that matches the payment type, then click Use This Card in the top-right corner. Click OK at the bottom-right to confirm.
Verify that the selected card matches the correct payment type. If it doesn’t, click Cancel and choose the proper payment code.
If a credit card already appears in the window, click Clear before selecting a different card.
8-9. Click Authorize to post a payment or Credit to post a refund, then click Continue.
Still Need Help With This Topic?
Ask Yourself:
- Did I select the correct payment or refund code that matches the card type?
- If multiple cards are stored, did I select the right one before clicking Use This Card?
- Did I click Authorize or Credit as appropriate and see the confirmation popup (if Credit Card Capture is enabled)?
Support May Ask You:
- Was the card already on file or newly added during the transaction?
- Did you click Clear before selecting a different card?
- Did a Credit Card Capture confirmation appear after posting?
- Which folio letter and room number was this transaction posted to?
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