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    Pre-Authorisation Calculation

    Setup the Pre-Authorisation calculation with RMS Pay as the payment gateway in RMS.

    When using RMS Pay as the payment gateway in RMS, a pre-authorisation calculation amount can be setup to be used with a Pre-Authorisation Token.

    Pre-authorisation places a temporary hold of funds on a credit card which will release automatically after the pre-determined time by the card issuer.

    RMS Pay includes additional pre-authorisation features including the ability to Manually Release a Pre-Authorisation and Consume a Pre-Authorisation.

    A Pre-Authorisation Token can be created on a reservation from the date of arrival up to the date of departure if the property's accounting date is also within this date range.

    The number of days funds are held is determined by the card issuer with an average of 3-5 business days up to 30 business days after the Pre-Authorisation Token has been created, unless manually released earlier.

    Pre-authorisation can be used to verify the validity of provided card information prior to arrival or at check-in and used towards the reservation's account balance on check-out.


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    Key Features

    The following pre-authorisation features are available when using RMS Pay as the payment gateway in RMS.

    • Place a temporary hold of funds for the pre-configured value.
    • Consume the pre-authorised amount.
    • Release the held funds back to the card holder.



    Calculation Options

    The following pre-authorisation options are available with RMS Pay.

    Default Pre-Authorisation of $1

    Places a temporary hold of $1 on the card.

    Use: When a pre-authorisation is only required to verify the validity of the card information provided.

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    Set Amount Per Reservation

    Enter a value to be used for the pre-authorisation on each reservation.

    Use: When a set value is required as the pre-authorisation amount. 

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    Set Amount Per Reservation Night

    Enter a value to be used as pre-authorisation for each reservation stay date.

    Use: When the pre-authorisation value required is based on the length of stay on the reservation.

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    Per Adult on Reservation

    Enter a value to be used as pre-authorisation per adult guest on the reservation.

    Use: When the pre-authorisation value required is based on the number of adult guests on the reservation.

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    First Night Accommodation on the Rate Type

    The pre-authorisation value will be set based on the Rate Type selected on the reservation.

    Use: When the pre-authorisation value required is based on the selected Rate Type.

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    Set Percentage of Total Rate

    The pre-authorisation value will be calculated as the entered percentage of the Total Rate.

    Use: When the pre-authorisation value required is based on a percentage of the Total Rate.

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    Total Rate Plus Set Amount Per Reservation Night

    The pre-authorisation amount will be calculated based on the Total Rate and the amount entered per reservation stay date.

    Use: When the pre-authorisation value required is based on the Total Rate and a pre-defined amount per reservation stay date to cover any incidentals.

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    Total Rate Plus Set Percentage of Total Rate

    The pre-authorisation amount will be calculated based on the Total Rate and an additional percentage of the Total Rate.

    Use: When the pre-authorisation value required is based on the Total Rate and a pre-defined percentage to cover any incidentals.

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    Setup Pre-Authorisation Calculation

    1. Go to Setup > Property Options > Property Information in the side menu of RMS.
    2. Select the 'Edit' icon on an existing Property.
    3. Navigate to the 'Payment Gateway' tab.
    4. Select the 'Pre-Authorisation Calculation' option.
      1. Enter an amount or percentage if required for the selected option.
    5. Optional: Select the checkbox 'Warn if no Pre-Authorisation Exists on Check-in'.
    6. Save/Exit.


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    Access

    System Administrators will require Security Profile access to Property Information to complete this setup.


    Go to Setup > Property Options > Property Information in the side menu of RMS.

    Select the  'Edit' icon on an existing Property.

    Navigate to the 'Payment Gateway' tab.

    Select the 'Pre-Authorisation Calculation' option and enter an amount or percentage if required for the selected option.

    Optional: Select the checkbox 'Warn if no Pre-Authorisation Exists on Check-in'.

    Select the  'Save/Exit' icon to store the changes made and leave the setup.

    A Pre-Authorisation Token for the set value can now be created on a reservation.







    Previous: Know Your Customer (KYC)
    Next: Pay By Link

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