38 - Setup - Card Types

38 - Setup - Card Types



Procedural Note 38

Management Tab – Setup – Card Types          

 

            1.      This screen will present a list of all card types that were setup during onboarding.

                  

            2.      To add a new card type, press + Add Record. Once you have entered a credit card name and code, determine the commission/surcharge amount and who this is charged to. Enter this value under either Owner Surcharge or payer surcharge and press save.

            *Remember that surcharges paid by guests are configured within GuestPoint. The owner surcharge is charged to the owner's account when bookings are allocated or when funds are received on their behalf via TrustPoint. The payer surcharge is only applicable when processing payments

            from tenants and other external parties directly into the owner accounting module.

             

 

            3.      To edit or mark a card type as inactive, double click on the required card type and edit/tick the inactive box as needed. For example, you might make a card as inactive if this is a card type you no longer accept.

            

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