Reservation card – Payment
Hotecx Hotel System
Charge card on file / add payment to a reservation. How to take payment
There are two ways to use the PMS to take payment from guests.
-
Online payment: Connect to a payment gateway and charge reservations directly through Hotecx Hotel System.
-
Offline payment: Mark a reservation as paid in the Hotecx Hotel System when the payment method is not made through the payment gateway. Charge reservations with a card machine, cash, bank transfer, etc.
Online payment
To use online payment, a payment gateway needs to be connected to your PMS.
Some payment gateways are not available locally, so feel free to contact us for more information. In case you have a Stripe subscription, you can do the connection in a few clicks.
Navigate to the reservation card and click on payment.
You will see the last four digits of the card, name of the cardholder, and options in a drop-down bar.
Click on options and select charge card
The total amount will be automatically selected; you can overwrite that number with a lower amount if needed.
FYI: You are not able to charge a reservation more than the total amount of a reservation.
Offline payment
This option is used to mark a reservation as paid in Booking Factory when a payment method is: card machine, cash, bank transfer etc.
-
Navigate to the reservation card and click on payment.
-
Select +Add manual transaction
-
From the drop down list select Charge
-
Select Type and from the drop down list select the appropriate payment method
-
Description and payer name is optional
-
Associated Folio – if you have more than 1 folio for this reservation you are able to select the appropriate folio
-
If the amount is different you are able to write the exact amount you are charging
-
Select the blue tick to save the transaction
When a payment has been charged online or offline, it will appear on the Transactions list in the payment tab.