Processing Credit/Debit Card Transactions

Authorizations and Captures

1. Select PAY from the folio and the Payment Details screen will open in another window.
2. Review the amount displayed and confirm if it is the correct $ amount to be authorized or captured. If not, type the correct $ amount in the field.
3. Click the swipe  icon.
4. A box will pop up, indicating to ‘Please swipe the card' 
   • Swipe the credit/debit card and the guest information appears
5. ​Select Process
   • Authorization or Captured will display as the authorization type, based on set up
   • Either authorization or capture should display if the transaction processed successfully.
   • - means the authorization was processed.  Funds will be held on credit card so that the authorized amount will be available when payment is required.
   • Please note that Authorization is same as Capture in case of a Debit card.
   • means the capture was processed. The credit/debit card will be charged so that payment will be deposited into your bank account when the batch settles.
6. Select continue.
   • If the card declines, the line item will display a red exclamation mark. 
   • means the credit/debit card has been declined. Please ask the cardholder for another payment method.  
   • If you have processed the credit/debit card a few times and it does not appear on the folio, click display void items at the bottom of the folio. Unsuccessful attempts will be visible within this view. If you see multiple declines, please ask the cardholder for another payment method.

Cancelling Charges

• To cancel a charge, click on the charge listed under the description from within the folio, the payment details screen pops up.
• ​Authorization type should indicate cancel as listed below.
• 
• Select process and continue and the charge will be cancelled.  To confirm the transaction has been cancelled, click on Display Void Items at the bottom left of the folio, and the below icon should appear on the line of the cancelled charge.     - Indicates the charge has been successfully cancelled.
• Some Authorizations cannot be cancelled - Some banks may reject/decline attempts to cancel an authorization.
  • ​The best option for this would be to Capture an amount from the authorization and then Cancel the Captured payment

Refunding Charges

1. Select Pay and change the authorization type to Credit. Note, the default is capture.
2. Add the amount to be refunded.
3. Select process and then continue.
   • ​​ - Indicates the refund was processed successfully.
4. If you discover a Credit (refund) has been given in error:
   • For same day detections, contact innRoad for assistance.  
   • For Credits detected the next day or thereafter, the credit/debit card on file needs to be charged to recover the funds.    
     
     Please Note: This guide is applicable only to clients which are not processing payments using innRoad payments as your credit card processor. If you process with innRoad directly, and see the innRoad Payments Dashboard under the Reports tab, do not process refunds per the steps below, as this will manually log a refund without issuing credit to the guest. Refunds when using innRoad Processing are instead processed by following the steps to cancel a transaction.

1. Manual refers to a record of payment i.e. no money is actually processed
   • This should only be used if you have processed payment on another processor and are trying to record that the payment was completed elsewhere
2. ​Force will force a payment through even if it does not actually process