Set a payment method as required

Created by Joseph T Roepcke, Modified on Mon, 12 Oct at 6:00 PM by Joseph T Roepcke

Set a payment method as required

Administrators may wish to set a particular payment method as required for all travelers and arrangers within their company who are allowed to use that payment method. A payment method is set as mandatory for each specific booking type (flights, rail, hotel, car).

This feature is only available to company administrators. 

To set a central payment method as required

  1. Select Program from the top menu. 
  2. Select Payment methods from the Payment and fees section on the left. The Payment methods page will be displayed. 
  3. Select the Central tab.
  4. Locate the payment method you want to set as required for a particular type of booking. 
  5. Select Edit payment method from the menu (three dots on the right) for that payment method's row. The Edit credit card - Step 1 dialog will be displayed. 
  6. Click Next. The Edit credit card - Step 2 dialog will be displayed.
  7. For each booking type (Flights, Rail, Hotels, Car) for which you want this payment type to be required, select the Mark this as the mandatory card for this type of booking checkbox.
  8. When done, click Update.

To set a virtual payment method as required

Only hotel and car bookings can be set to use virtual payment methods.
  1. Select Program from the top menu.
  2. Select Payment methods from the Payment and fees section on the left. The Payment methods page will be displayed. 
  3. Click the Virtual tab.
  4. Locate the payment method you want to set as required for hotel or car bookings. 
  5. Select Edit payment method from the menu (three dots on the right) for that payment method's row. The Update payment method dialog will be displayed.
  6. Click the edit (pencil) icon next to Card details to enable editing of these fields. 
  7. Select the Set this card as mandatory checkbox (under the Card label field).
  8. When done, click Update.

 

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