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If you have captured a credit card for the room reservation, you will see the credit card on file under the credit card tab, as shown below, when the reservation is selected.

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Settle Folio

To settle a folio to the credit card on file, select ‘Settle Folio’.

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The Folio Settlement screen will launch which will show the balance that’s to be settled. Next, select ‘Cash/Credit Member Charge Other’ in order to launch the POS.

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Select ‘Close Ticket’ to bring up other settlement options.

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From the settlement screen, select ‘Credit Card’.

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If a credit card is on file, the system will ask to charge to the credit card on file. Select ‘OK’ to use this credit card on file.

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Please Note: depending on your payment processor (ETS, Shift 4, or Open Edge) you may need to select ‘Print and Done’ after you select the credit card settlement to trigger this window.

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If you wish to use another credit card to settle this transaction, select ‘Cancel’ which will allow you to swipe or manually enter another credit card.

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Please Note: only one credit card may be attached to one room. You cannot attach a credit card to only the occupant. So if the occupant needs to settle his/her folio to a different credit card, that is when you would NOT use the credit card on file, and enter the information with the swipe or manual entry.

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You will now be able to view the settled folio for the member.

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Reservation Status

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To add the Reservation Status, use the following snippet in the subject line or body of the email: {%ReservationStatus%}.

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Downloadable Guide

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