Security Deposits

To process a security deposit, go to:

1. Reservations
2. Reservations List

Apply a wide date-range by selecting the Start and End Date. Then, from the "Arrival" column, filter for the bookings arriving today that are ready to have the deposit processed.

Next, double click on the booking to open the Reservation Folio:

1. Click on the Payments tab
2. If a valid card is already on file for the guest, click on Take Payment
3. Enter the security deposit amount
4. Specify Security Deposit (auth only) as the Payment Type

It is very important to specify the correct payment type- ‘Security Deposit’ so the system knows how to treat the payment. Since the security deposit is typically not taxable and is refunded back to the guest, the security deposit does not affect the booking total and is treated as a separate hold on to the guest card.

5.   Specify the guest card under the payment method

6.   Click the checkbox to Take Payment Now

7.   Click "Process" to process the security deposit  

8.   An approved or declined message will appear.

If successfully processed, a new line item will appear under the Payments window to reflect that the security deposit was taken against the booking.

If there is not a valid card on file for the guest, or the guest would like to use a different payment method to process the security deposit,

1. Click on Credit Card Payments
2. Enter the billing and card details,
3. Click Add

Then proceed with the prior steps to process the security deposit.

Alternatively, a secure credit card link can be sent to the guest for them to submit their billing details. To do so:

1. Click on Payment Link
2. Select Security Deposit as the payment type
3. Enter the applicable amount
4. Click Copy to paste the link in an email to the guest or View in Browser to preview the payment page

Once the guest has submitted the security deposit via the payment link, a pending transaction will appear under:

1. Reservations
2. Payment Processing

1. Select the pending transition
2. Click "Authorize Only"
3. Click to send a notification to the guest if desired
4. Click "Process"

An approved or declined message will appear

This varies depending on the financial institutions and credit card types. We recommend contacting the Credit Card Processing company to see if the security deposit can be auto-released on the desired date