Changing Payment Type

Over the course of a guest, group, house account, or city ledger account's tenure with your property, the individual or organization's payment time may change for any number of reasons. Common examples include expired or invalid credit cards, deciding to pay in cash instead, and more.

Whatever the reason, the payment type is typically set and changed from the booking or account's info form, beneath the Billing section typically found near the bottom of form below the booking or account's contact information.

Simply click the Payment Type drop-down, then choose the appropriate MOP Method of Payment: An individual's preferred payment type (cash, credit card, etc). from the list of displayed options. Be aware that if a particular payment type your property normally allows is absent from the menu, it may not be set up correctly in your property's department codes as a "payment" account (see Department Codes). Check with your property's manager (or whomever is responsible for accounting settings) to make sure the account was not missing nor removed for a reason.

Note that some profiles, such as Guest Profiles, also support the ability to add a default payment type. Booking a guest directly from these profiles automatically applies the set payment type to their stay.

If you do not want to copy the payment type to the Guest Profile, ensure the below checkbox is not ticked.

Note: To change the default setting of this question from Checked to Unchecked you can do this by going to Administration > Property Information > Default Settings > Reservation Defaults tab > Under Folio and Payment, uncheck the box reading "Automatically Save Reservation Payment Tpes to Guest Profile".

Furthermore, guest folios A financial ledger used to track debits and credits posted against a given customer's stay, determining how much the customer owes or needs refunded for their stay. can have a different payment type set for each individual folio tab (A, B, C, etc) in the bottom left-hand corner of the folio, wherever applicable. Whichever payment type is set will be used as the preferred option when posting credits A credit addresses any amount paid by a customer or reducing the overall debits billed to the customer (cash or credit card payment, coupons, etcetera) to that tab.