TABLE OF CONTENTS
Introduction
Corporate Credit Cards can be added by following the path:
Corporate Site → Edit Travel Group → Payment Options → View Corporate Credit Cards → Create Corporate Credit Card
At a single time, each travel group can have an unlimited number of corporate credit cards added to a single or multiple travel group.
The available Credit Card Types are - American Express, Discover, MasterCard, Visa, Diners Club as well as UATP.
Adding Corporate Credit Cards
Corporate Credit Cards can be added by clicking first on the "View Corporate Credit Cards" as seen below:
Image No.1 View Corporate Credit Cards Option
Once the option is selected, the list of already created corporate credit cards will be presented as well as an option to "Create Corporate Credit Card":
Image No.2 Create Corporate Credit Card Location
After selecting "Create Corporate Credit Card" the new panel where corporate credit card information can be added will be visible:
Image No.3 Corporate Credit Card Creation Panel
Make sure to first select the appropriate credit card brand on the top by selecting its icon. Then proceed with entering neccesery information.
Additionally, specify the travel group in which this corporate credit card can be used. It can be used by one or all travel groups you specify.
After that, finish the creation by clicking on the Save button and the newly created corporate credit card will be added to the configuration:
Image No.4 Newly Added Corporate Credit Card
Once the corporate credit card is created, go back, and edit the type of service for which you want to add the corporate credit card as a payment method:
Image No.5 Edit Payment Option to Add Corporate Credit Card
Simply tick the "Corporate Credit Card" and click on "Save" for the corporate credit card to be added to the service you edited:
Image No.6 Saving Corporate Credit Card
Once this is done, you can repeat the same process of editing and specifying a corporate credit card as a method of payment for all services that require it.
After that, the corporate credit card will appear as an available payment method in the shopping cart for all services you specified.
Optionally, you are able to specify the Description and Custom Label.
As seen in the image below, two fields where you can specify the description for corporate credit card and a custom label will be available:
Image no.7 Description and Custom Label of Corporate Credit Card
Once specified, the entered information will be visible next to the Corporate credit card as a payment option at the end of the booking flow next to the available payment options allowed for a travel group:
Image no.8 An example of a customly specified Description and Custom Label from the Image no.7
Payment Methods For Single Employee
Users can add a credit card for specific employees. Within travel groups, users can choose the Travel Group option and select any member of the group to predefine a credit card that the traveler can use when creating a booking.
The settings for this feature are located in the Manage Credit Card sheet. Therefore, the user must choose the member of the travel group from the List Employees section, and, while editing, they will be able to access the Manage Credit Card sheet. In this sheet, the user can add a new credit card for the selected member.
One credit card can be used by multiple members, not just one. When adding a credit card, it will appear in the list of credit cards for that member. Users can update or delete any credit card.
A credit card can only be added once for the same member. It is not possible to add a card with the same card number that already exists in the member's card list.
When a traveler attempts to make a booking, there will be an option to choose one credit card from a list of added credit cards available in the Manage Credit Card sheet.
If an employee selects the other credit card option, they will be presented with a list of credit cards specified for them. Therefore, an employee can choose the credit card they wish to use for paying their booking.
Note - If a traveler doesn not select the "other credit card" option this panel will not be visible in the shopping cart.