Once you have connected a compatible merchant account processor to your CiiRUS system, you can process payments directly in the system. For reservations made online where you are the merchant of record, the payment will be processed automatically and applied to the reservation. However, if the guest has paid using the secure payment link, the payment will come through as pending and you'll need to manually process it.
Where to go
To process a payment for a guest, locate the applicable reservation and open the Reservation Folio:
Take payment
If you already have the guest's card on file, scroll down to the "Take Payments' section within the financials tab of the Reservation Folio. Select "Payment Actions" > "Take Payment."
From the popup window, follow these steps:
Type the amount you'd like to process
Specify payment from guest as the payment type
Enter any internal comments such as "Down payment"
Select the credit card
Enable the checkbox to process the payment now. If this is left unchecked, the payment transaction will be left as pending for you to process later.
Click "Process"
If the payment is processed successfully, a message will appear to confirm. A new line item will appear under the payments window to reflect the processed payment, and the amount paid will be updated accordingly.
Send a secure payment link
If you don't have the guest's credit card on file yet, you can send them a secure payment link where they can submit their credit card details and payment. To do so, from the Reservation Folio scroll down to the "Take Payments' section within the financials tab and select "Payment Actions" > "Create Payment Link."
From the popup, specify rental payment as the payment tab and enter the amount you'd like the guest to pay. You can view the link in your browser by selecting 'View in Browser" or click copy and then you can paste the link into an email to the guest.
Payments submitted from the payment link aren't automatically processed by the system, rather they come through as pending payments that you'll need to physically process.
Once the guest submits their payment details from the payment page, the credit card information will automatically be saved on file in case you need to process an additional payment at a later time.
Process a pending payment
For payments that aren't automatically processed, such as those that come from the payment link, you'll need to manually process them.
To do so, follow these steps:
Go to Reservations > Payment Processing on the main menu
From the grid, locate the applicable pending payment
Click "Take Payment" and follow the prompts to process
After processing the payment, it'll automatically reflect within the Reservation Folio and the amount paid will update accordingly.