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Administrator Guide
Last Updated: 2023-06-23
Set Up Central Payment Method for Travel Booking

Set Up Central Payment Method for Travel Booking

You can add a central card to the list of payments methods users can select from when booking travel. You can also limit who can use this payment method and what kind of bookings it’s available for.
  1. From the
    Maintain Travel Program
     task, access
    Payment
    Payment methods
    .
  2. From the
    Central Payment Methods
     section click
    Add New
     to add a new card. Complete these fields:
    Field
    Description
    Card name
    Enter a descriptive name to identify the card by.
    Cardholder name
    Enter the name of the cardholder as it appears on the card.
    Card number
    Enter the card number as it appears on the card.
    Expiration date
    Enter the expiration date as it appears on the card.
    CVV
    Enter the last 3 digits on the back of the card.
    Billing address
    Enter the billing address associated with the card.
  3. Click
    Next
    .
  4. On the
    Add new credit card - Step 2
     window, complete these fields:
    Field
    Description
    User roles
    Specify which users can access this card:
    • Everyone
    • Admins and agents only
    • Agents only
    Profile Type
    Specify the categories of users that can use the card to book travel:
    • All travelers
    • Employee
    • Company guest
    • Personal guest
    Trip Type
    Select the categories of trips this payment method can be used for from these options:
    • Standard trips
    • Event/Template trips
    Priority order on checkout
    Enter the priority order you want this payment method displayed in the list of payment options at checkout. Enter a number between 1 and 10. 1 is the highest priority.
    Specify the location of the users you have selected
    Specify if you want to limit the availability of this payment option to specific employees or make it available to all employees.
  5. In the
    Specify the booking types for which card may be used
    section, toggle which of these booking types are allowed for this payment type:
    • Flights
    • Rail
    • Hotels
    • Car
    • Black Car
    You must select 1 or more options.
  6. Select
    Mark this as the mandatory card for this type of booking
    , to set the card as required for each booking type.
  7. Select
    Also allow for post-paid bookings
    to enable this payment type for pay at property or pickup for these booking types:
    • Hotels
    • Car
    • Black car
Users can select this card as a payment option when booking travel on the
Book Travel
 task.
You can select
Edit payment method
from the related actions menu next to an existing central payment method to update these settings. You can also select
Remove payment method
 to delete the card, or
Unmask card number
to display the card number in full.