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    Credit Card

    Setup a new Card Type in RMS.

    Decision Tree

    Credit Cards determine the card types available for selection on Receipts.

    • Information
    • Setup
    • Add Button

    Information

    Credit Cards determine the card types available for selection on Receipts.

    Card Types that are accepted payment methods can also be selected to display on the RMS IBE payment page.

    Owner Accounting properties can opt to charge the transaction fee to the Owner and select if Card Types should be displayed individually on the Bank Reconcilation.

    The Card Sale Type is required by certain Payment Gateways that use separate credentials depending on if the card used is a debit or credit card.

    Set Credit Cards to Accounts Receivable is only required if using the Credit Card Reconciliation utility to match Receipts created in RMS with the date paid by the Credit Card company to the property's bank account.

    The Pay to Account option is a legacy feature that was used to faciliate Accounts Receivable. This option should be left set to 'Bank' unless using this legacy feature.

    Transaction Fees can be setup to apply a card surcharge to the guest with the option of also passing on any charge from the Payment Gateway for facilitating the payment as a Gateway Transaction Fee.

    External Mapping can be used to enable RMS to match a card type recieved from an online channel connection using a different name than the card type setup in RMS.

    Multiple variations of the same card type per property will result in errors using a Payment Gateway.



    Users will require Security Profile access to use this feature.



    • Setup
    • Add Button

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Accounting > Credit Card in RMS.
    2. Select the 'Add' icon.
    3. Enter a Card Description.
    4. Optional: Setup Owner Accounting Options.
      1. Optional: Enter the Percentage to Charge to the Owner.
      2. Optional: Select the checkbox 'Show Separately on Bank Statement'.
    5. Select the Card Sale Type.
    6. Optional: Setup Transaction Fees.
      1. Navigate to the 'Transaction Fees' tab.
      2. Select the  'Add' icon.
      3. Select the Property.
      4. Enter the Merchant Fee and Maximum Surcharge Amount.
      5. Select the General Ledger Account Code.
      6. Optional: Enter a Gateway Transaction Fee.
      7. Save/Exit.
    7. Optional: Setup External Mapping.
      1. Navigate to the 'External Mapping' tab.
      2. Select the  'Add' icon.
      3. Enter the External Card Type Code.
      4. Save/Exit.
    8. Save/Exit.



    Owner Accounting Options are only applicable for properties setup as Owner Accounting in RMS.

    The Card Sale Type is required by certain Payment Gateways that use separate credentials depending on if the card used is a debit or credit card.

    Transaction Fees can be setup to apply a card surcharge to the guest with the option of also passing on any charge from the Payment Gateway for facilitating the payment as a Gateway Transaction Fee.

    External Mapping can be used to enable RMS to match a card type recieved from an online channel connection using a different name than the card type setup in RMS.

    Multiple variations of the same card type per property will result in errors using a Payment Gateway.



    • Guide
    • Add Button

    Guide

    Go to Setup > Accounting > Credit Card in RMS.

    Select the  'Add' icon.

    Enter a Card Description.

    Optional: Setup Owner Accounting Options.

    Optional: Enter the Percentage to Charge to the Owner.

    Optional: Select the checkbox 'Show Separately on Bank Statement'.

    Select the Card Sale Type.

    Select 'Save' to store the changes made.

    Optional: Setup Transaction Fees.

    Navigate to the 'Transaction Fees' tab.

    Select the  'Add' icon.

    Select the Property.

    Enter the Merchant Fee and Maximum Surcharge Amount.

    Select the General Ledger Account Code.

    Optional: Enter a Gateway Transaction Fee.

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

    Optional: Setup External Mapping.

    Navigate to the 'External Mapping' tab.

    Select the  'Add' icon.

    Enter the External Card Type Code.

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

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

    This Credit Card will now be available for selection as a Card Type on the Receipt screen.

     

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Accounting > Credit Card in RMS.
    2. Select the 'Add' icon.
    3. Enter a Card Description.
    4. Optional: Setup Owner Accounting Options.
      1. Optional: Enter the Percentage to Charge to the Owner.
      2. Optional: Select the checkbox 'Show Separately on Bank Statement'.
    5. Select the Card Sale Type.
    6. Optional: Setup Transaction Fees.
      1. Navigate to the 'Transaction Fees' tab.
      2. Select the  'Add' icon.
      3. Select the Property.
      4. Enter the Merchant Fee and Maximum Surcharge Amount.
      5. Select the General Ledger Account Code.
      6. Optional: Enter a Gateway Transaction Fee.
      7. Save/Exit.
    7. Optional: Setup External Mapping.
      1. Navigate to the 'External Mapping' tab.
      2. Select the  'Add' icon.
      3. Enter the External Card Type Code.
      4. Save/Exit.
    8. Save/Exit.



    Owner Accounting Options are only applicable for properties setup as Owner Accounting in RMS.

    The Card Sale Type is required by certain Payment Gateways that use separate credentials depending on if the card used is a debit or credit card.

    Transaction Fees can be setup to apply a card surcharge to the guest with the option of also passing on any charge from the Payment Gateway for facilitating the payment as a Gateway Transaction Fee.

    External Mapping can be used to enable RMS to match a card type recieved from an online channel connection using a different name than the card type setup in RMS.

    Multiple variations of the same card type per property will result in errors using a Payment Gateway.



    • Guide
    • Add Button

    Guide

    Go to Setup > Accounting > Credit Card in RMS.

    Select the  'Add' icon.

    Enter a Card Description.

    Optional: Setup Owner Accounting Options.

    Optional: Enter the Percentage to Charge to the Owner.

    Optional: Select the checkbox 'Show Separately on Bank Statement'.

    Select the Card Sale Type.

    Select 'Save' to store the changes made.

    Optional: Setup Transaction Fees.

    Navigate to the 'Transaction Fees' tab.

    Select the  'Add' icon.

    Select the Property.

    Enter the Merchant Fee and Maximum Surcharge Amount.

    Select the General Ledger Account Code.

    Optional: Enter a Gateway Transaction Fee.

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

    Optional: Setup External Mapping.

    Navigate to the 'External Mapping' tab.

    Select the  'Add' icon.

    Enter the External Card Type Code.

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

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

    This Credit Card will now be available for selection as a Card Type on the Receipt screen.

     


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