Bookings Without Credit Card Or Token Expiry
Purpose
The "Bookings Without Credit Card or Token Expiry" page allows you to easily identify, view and update bookings that either have no credit card saved in the vault or do not have a re-billing token saved. It will also identify if either the card or the re-billing token saved against the booking will expire before the pickup date.
These are the bookings which require the addition of a new credit card or token, and this page has a feature which easily allows you to do this.
Accessing Bookings Without Credit Card Or Token Expiry
Reservations >> Bookings Without Credit Card Or Token Expiry
Displaying Bookings
This page allows you to filter bookings according to:
- The pickup location: only bookings with this pickup location will be shown
- The booking status which can be: All Bookings, Future Bookings Only, Hired or Returned: only bookings with this status will be shown
- The pickup date range: only bookings whose pickup date falls within this range will be shown.
Once the parameters have been entered, all bookings meeting the parameters entered will be displayed in the table.
Booking Without Credit Cards or Re-billing tokens can be distinguished from ones with Expired Card or Tokens because only bookings with Expired Cards or Tokens will have information in the "Token Removal Date" and "CC Expiry Date" fields.
Additional Drivers with Tokens
You may come across situations in which you have a booking where the Primary Driver does not have a Credit Card or Rebilling Token against them, but the Additional Driver does. This can occur when:
- An existing customer with saved Rebilling Tokens against them is added as the Additional Driver of a booking
- The Primary and Additional Drivers are swapped on a booking with a rebilling token already saved against it.
In this situation, the booking will appear in the Bookings Without Credit Card or Token Expiry Report, but it will have a note against it to signal that the Additional Driver may have a valid Credit Card saved, as shown below.
Adding a Credit Card/Token
A credit card or a re-billing token can be added by selecting the "Visa" icon in the payment column.
This will take you to the page shown below where you can either enter a new credit card by selecting "Add Card" or create a new payment by selecting "Create New Payment." From here, follow the instruction to complete the process. Taking a payment will create a new re-billing token.
Once a new credit card or re-billing token has been assigned to a booking, it will disappear from the table.
View Booking Details
From the "Bookings Without Credit Card Or Token Expiry" page, you can view the booking's details. This can be done by selecting the red Reservation Number to open up the Bookings Detail page.
On the Bookings Details page, the booking can be updated by selecting "Update." A new credit card or re-billing token can also be saved to the booking from here by selecting "New Payment," which will take you to the same page shown above.
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