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    Pre-Authorisation

    Create a Pre-Auth on a reservation in RMS.

    Decision Tree

    Pre-Authorisation places a temporary hold of funds on a Credit Card when using a compatible Payment Gateway in RMS.

    • Information
    • Use
    • Add Button

    Information

    Pre-Authorisation places a temporary hold of funds on a Credit Card when using a compatible Payment Gateway in RMS.

    A Pre-Auth can be used to verify the validity of a credit card presented at check-in or ensure there is a prerequisite amount of funds available on the card to cover the guest's accommodation or incidentals.

    Pre-Auths place a temporary hold on funds that will be released back to the guest by the merchant account if the Pre-Auth is not used to pay off any charges on the account in RMS.

    Pre-Auths differ from a Deposit taken using a CC Token as the Deposit is generally not returned to a guest if they stay.

    Pre-Auth Tokens are associated to a reservation and stored separately to any CC Token stored on the Guest Profile.

    The card presented by the guest for the Pre-Auth does not need to be the same as the card stored on the existing CC Token for that guest.

    • Use
    • Add Button

    Use

    1. Go to the Toolbar Reservation Search in RMS.
    2. Enter the Reservation Number and press 'Enter'.
    3. Select the  'Pre-Auth' icon.
    4. Enter the Pre-Auth Amount.
    5. Optional: Enter a Description.
    6. Enter the Credit Card Details.
    7. Save/Exit.



    The options available to enter the credit card details will vary based on the Payment Gateway used by the property.

    See the individual Payment Gateway article for instructions to setup a Pre-Auth for the gateway used.



    • Guide
    • Add Button

    Guide

    Go to the Toolbar Reservation Search in RMS.

    Enter the Reservation Number and press 'Enter'.

    Select the  'Pre-Auth' icon.

    Enter the Pre-Auth Amount.

    Optional: Enter a Description.

    Enter the Credit Card Details.

    Select 'Save/Exit' to store the changes made and exit the Pre-Auth token screen.

    The amount entered will now be held funds on the guest's card until this Pre-Auth token is used to make a payment on the account or the merchant account releases the Pre-Auth.

    Use

    1. Go to the Toolbar Reservation Search in RMS.
    2. Enter the Reservation Number and press 'Enter'.
    3. Select the  'Pre-Auth' icon.
    4. Enter the Pre-Auth Amount.
    5. Optional: Enter a Description.
    6. Enter the Credit Card Details.
    7. Save/Exit.



    The options available to enter the credit card details will vary based on the Payment Gateway used by the property.

    See the individual Payment Gateway article for instructions to setup a Pre-Auth for the gateway used.



    • Guide
    • Add Button

    Guide

    Go to the Toolbar Reservation Search in RMS.

    Enter the Reservation Number and press 'Enter'.

    Select the  'Pre-Auth' icon.

    Enter the Pre-Auth Amount.

    Optional: Enter a Description.

    Enter the Credit Card Details.

    Select 'Save/Exit' to store the changes made and exit the Pre-Auth token screen.

    The amount entered will now be held funds on the guest's card until this Pre-Auth token is used to make a payment on the account or the merchant account releases the Pre-Auth.



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