2019.06.13 System update - Credit card pre-authorization & Deposit function instruction

花小猪Created at:Jun 14, 2019 15:15:18

1.    The XPMS system adds a Credit & Deposit function. The hotel can record the Credit of the guest to the PMS system to meet the customer's need to Credit the payment of bills;

2.     Add the deposit function, and independently record the deposit, no longer directly record the bill, the hotel can choose whether to use the deposit to pay the bill to complete the bill according to the customer's final choice.

3.     Converged with the final order(cancel order,checkout,Noshow), the order reminds the user to complete the Credit & Deposit project of the order room before completing the final state;

4.   Booking and Expedia channel prepaid credit card information for Pay at hotel and Guarantee orders, in the Simplify and Platinum XPMS version unified to the Credit & Deposit list

Credit card pre-authorization


  • Add credit card pre-authorization

1.      According to the actual guest's credit card pre-authorization requirements, the hotel will enter the relevant information into Credit & Deposit management. The pre-grant is not the actual receipt of the bill, and does not affect the payment amount of the shift.

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2.     The Credit & deposit management shows the new Credit information, and the room bill shows the Credit amount

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  • Complete credit card pre-authorization

According to guests requirements (the guest requests to deduct the actual amount from the Credit), the hotel needs to complete the Credit. The completed amount is the actual required collection amount and recorded in the room bill. The rest will be released.

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  • Cancel credit card pre-authorization

The hotel needs to cancel the credit (unfreezing the credit) according to the guest requirements (choose other payment methods)

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Deposit

  • Add deposit

1.     The hotel will enter the credit & deposit management according to the actual information about the guest deposit. The deposit is not the actual receipt of the bill, and does not affect the payment amount of the shift.

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2.     Credit & deposit management shows the newly added deposit information, and the room bill shows the deposit statistics

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  • Complete deposit

According to the final checkout requirements of the hotel (requires the actual amount to be charged from the deposit), the operation is completed, the completed amount is the actual required collection amount, and the room bill is recorded, the remaining part of the hotel is returned to the guest, and the prepayment amount displayed on the room bill is displayed. Reduce the deposit

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  • Cancel deposit

According to the final checkout requirements of the hotel (choose other payment methods), the hotel needs to cancel the deposit and return the whole package to the guest.

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  • Print credit card pre-authorization and deposit

The hotel prints the credit and deposit list operation (supports four styles: A4, A5, Receipt 24cm*13.5cm, 8cm)

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How to access to Credit card pre-authorization&deposit in XPMS Simplify version

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Converged with the final order(cancel order,checkout,Noshow), the order reminds the user to complete the Credit & Deposit project of the order room before completing the final state;

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Report

Shift report

Add Credit card pre-authorization & deposit summary data

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预授权押金报表Credit card pre-authorization& deposit report

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Print registration

Optimize the print registration for Credit of guest statistics

Note: Data Source Credit & Deposit List (valid status)

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