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Manually Authorizing an Existing or New Card

Manually Authorizing an Existing or New Card

You can authorize an existing credit card on file or add a new card to be used for future payment – either for a specific amount or to simply “validate” the card details. If authorizing for a specific amount, that amount will remain on hold for up to 7 days until you process the payment. This can be done from within a manager or even from a query results grid.

  1. In a query results grid or in the grid that appears long the left side of a manager screen, show the Authorized Credit Card column. Note: To display the Authorized Credit Card column, click the Quick Column Customizing button  at the top left of the grid (see Working with Grids.) If the column has a black icon , there is a card on file has been validated but has no payment amount; a yellow icon  indicates that a card has already been authorized for a certain amount and a green icon  indicates that an authorized payment has already been processed.
  2. Double-click in the Authorized Credit Card column next to any record. Result: the Credit Cards on File window opens. Note: As an alternative, you can click the Authorized Credit Cards button  in the tool bar along the right side of the Event Manager, Quick Order Manager or Guestrooms Manager screen. If the Authorized Credit Cards button is not available in the tool bar, see Customizing the Tools Menu and Tools Bar.
Click the Add Credit Card button  at the top left of the window. Result: The Authorize Credit Card window opens.

  1. At the top of the window, enter the amount to be authorized or choose “No Money” to simply validate a card for future payment.
    Note: If authorizing a specific amount, that amount will remain on hold for up to 7 days until you process the payment.

  2. Choose one of the following options:

    • If using the existing contact person and an existing card, confirm that information in the window and click OK to authorize the card.

    • If using a different contact person with an existing card, click the Select From Contacts button  on the right side of the window and choose the desired contact and then click OK to authorize the card.

    • If using an existing contact person and new card information, confirm that contact is selected as discussed in the bullet points above, uncheck the Use Available Credit Card check box at the bottom left of the window, click OK and move on to Step 6, below.

    • If using a new contact person with new card information, uncheck the Use Existing Contact check box, enter the new person’s details, click OK and move on to Step 6, below.

  3. If choosing the third or forth option above, enter the card information for the payment in the HPay window that appears and click Submit.

Questions?

For general questions or feedback regarding HPay, contact:

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