Payments must be taken or recorded manually if you are not connected to a Payment Gateway.
Step 1: Go to the guest’s reservation and open the pop-up window, you may click directly on the green "Make a Payment" on the bottom left or enter through the blue "Reservation Details" on the bottom right.
Step 2: Click the Payments/Refunds tab on the left.
Step 3: Click the drop down menu next to Payment Method and select the correct payment method. You may see an option for "Credit Card (offline)" This refers to payments taken by POS machines or Payment Gateways that are NOT integrated with Switch.cm. For Payments through our integrated Payment Gateways please see instructions below.
Step 4: If necessary you may click the dropdown menu next to Employee Taking Payment and edit this (logged in user will be selected by default).
Step 5: Amount Tendered will by default show the full remaining balance. If you are taking a payment that is less than this you must manually enter the correct amount.
Step 6: Click Submit Payment.
Payment Gateway Payments
If your Switch account is integrated to a Payment Gateway (see more info about this here) you may charge cards that have been provided by an OTA or have been previously entered into the system by you.
Credit Card (existing)
Step 1: Go to the guest’s reservation pop up.
Step 2: Click the Payments/Refunds tab.
Step 3: Click the dropdown menu next to Payment method and select Credit Card (existing).
Step 4: Next click the dropdown menu next to Employee Taking Payment (logged in user will be selected by default).
Step 5: Under Card, a drop down menu will appear where you can select an existing card to charge.
- Double check with the guest that this is the correct card they want to be charged. Sometimes guests have multiple cards and prefer specific ones.
Step 6: Make sure the Amount Tendered is the correct amount.
Step 7: Click Submit Payment.
You may also use the Payment Gateway to charge cards that you do not have on saved in the system (ie guest has it in hand).
Step 1: Inside the Payment tab you must click the dropdown menu next to Payment Method and select Credit Card. IMPORTANT NOTE: "Credit Card" is for new credit cards that will be charged by Payment Gateway. "Credit Card (existing)" is for Credit Cards that are already saved in the system and "Credit Card (offline)" is for Credit Cards charged separately from Switch, via POS machine or other Payment Gateways.
Step 2: Fill out the corresponding credit card information: credit card number, cvv2 number and exp. month and year.
Step 3: Make sure that the Amount Tendered is the correct amount you want to charge the guest.
Step 4: Click Submit Payment.
The guest’s credit card details now should have been saved under Card List in the left tab menu- double check just in case.