Cash

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 Cash.

Step 4: Next click the dropdown menu next to Employee Taking Payment (logged in user will be selected by default).

Step 5: Click Submit Payment.

Credit Card

This option is used for when you have not taken payment from the guest before and have no other cards on file. Usually, you won’t use this option as you would have take the guests’ credit card information at check in.

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.

Step 4: Next click the dropdown menu next to Employee Taking Payment (logged in user will be selected by default).

Step 5: Fill out the corresponding credit card information: credit card number, cvv2 number and exp. month and year.

Step 6: Make sure that the Amount Tendered is the correct amount you want to charge the guest.

  • Sometimes a guest will want to pay part in cash and the rest on a card or on two different cards. In this case, you will need to pay attention to the amount tendered because this amount will be different than the partial payment you want to process.

Step 7: Click Submit Payment.

Step 8: The guest’s credit card details now should have been saved under Card List - double check just in case.

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.

Credit Card (offline)

This option is primarily used for card payments via iZettle or another external card machine.

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 (offline).

Step 4: Next click the dropdown menu next to Employee Taking Payment (logged in user will be selected by default).

Step 5: Before altering any of the fields in Switch, you will need to open the iZettle application on the building phone.

Step 6: From here, you will need to select the building you’re working at.

Step 7: Then you will need to clarify what the payment is for: room, auxiliary, etc.

Step 8: After this, you will need to manually fill in the amount that will be charged. 

  • With auxiliaries, however, the amount should be automatically input, you will just need to clarify the quantity.

Step 9: Double check the amount that will be charged with the guest. Once the guest verifies the amount, you can then proceed with the payment.

Step 10: A pop-up screen will appear, like any other card machine asking the user to insert card as well as the contactless symbol -  contactless card payments will be processed immediately.

Step 11: Once the card is inserted, the application will ask the user to input their pin.

Step 12: Hand the iZettle over to the guest and once they’ve input their pin, make sure you take their email and/or phone number to that they get a receipt confirming their payment.

Step 13: From the Switch side, all you will need to do is enter the Amount Tendered and then click Submit Payment.

Step 14: Remember to add these credit card details manually to their reservation under Card List.

  • This may seem like a waste of time but it is for security reasons and only takes 2 extra minutes.

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