The Credit Card Authorization Form is a document confirming consent to charge funds from a bank card. The form can be downloaded as a PDF, printed, and completed for a Pay Connect booking.
The form already includes some details on booking and paid transactions and the masked card number. Complete the information that is not passed to the form manually on the printed copy.
Example of the form:
Pay attention. A scan of the signed form cannot be uploaded or attached to the booking in the Exely extranet. Store the signed copy according to the property's internal process. If no such process is defined, check with the employee responsible for document management before using the form.
Form download conditions
The form is available for download if all of the following conditions are met:
1. The Exely extranet user has access to the "Bookings” report page.
2. The booking belongs to the current property.
3. The "Bank card guarantee (Pay Connect)" payment method is selected for the booking in Pay Connect, and a bank card is linked to it.
Pay attention. The document is not generated for bookings with the "Virtual bank card guarantee (Pay Connect)" payment method.
How to download the form
1. In the Exely extranet, go to "Reports" > "Bookings".
2. Find the required booking and click "Action" > "Download the bank card authorization form".
3. Open the downloaded PDF file and check the details before printing.
If the "Download the bank card authorization form" option is not available in the "Action" menu, see the "Common cases" chapter.
What to check before printing
|
Section |
What is included in the form |
What to check |
|
Header and booking details |
Property name and ID in Exely, booking number, booking date, stay dates, and number of nights. |
Check the details against the booking. |
|
Customer information |
Fields for full name, phone number, passport details, email, and country. This information is not passed from Exely Suite to the form. |
If necessary, complete the fields manually on the printed form. |
|
Room details |
Room type, stay dates, and guests' full names, if specified in the booking. |
Check the details. The room number is not passed from Exely Suite to the form. |
|
Cancellation policies |
The cancellation policies of a specific OTA or rate plan is not displayed in the form. |
Do not use the information in the form instead of the cancellation policy from the booking source. The OTA booking confirmation with the cancellation policy is attached separately. |
|
Payment information |
Transaction date and time, ID, amount, currency, cardholder name, and masked card number for paid orders. |
Check the card details against the physical card according to the internal process. Complete the “Relationship to cardholder” field manually. |
How to complete the form
1. Print the downloaded PDF file.
2. Check the masked card number and cardholder name against the available details according to the property's internal process.
3. Ask the guest to complete the missing customer details and specify their relationship to the cardholder.
4. Ask the guest to sign the form and specify the date.
5. Complete details of the property representative: full name and position. Obtain their signature and add a stamp if required by your internal process.
6. Submit or store the signed form according to the internal regulations.
Form limitations
The document is generated on request only. It is not created in advance for all bookings.
Customer personal data, including full name, phone number, passport details, email, and country, is not passed to the PDF file.
The room number, payment transaction type, and cancellation policy of a specific OTA or rate plan are not passed to the form.
The Transaction ID field contains the order number in the “Payment links” section of the Exely extranet rather than the confirmed payment system transaction ID.
The downloaded PDF cannot be edited directly in the Exely extranet. If the source data has changed, correct it using the relevant process first, then download the form again.
A scan of the signed form cannot be uploaded or attached to the booking in the Exely extranet.
Template languages
The template language is determined by the account language specified for the property in the Exely database.
Two template types are currently available:
Bilingual English and Russian — for property accounts in Uzbek and Russian.
English — for all other account languages.
Common cases
|
Case |
Comment |
What to do |
|
The "Download the bank card authorization form" option is not available. |
The option is not available for all bookings. Check that you opened the required booking in the report and have access to the page. |
If the booking meets the Pay Connect requirements and a card is linked to it, contact your Customer Support manager or Exely Customer Support team. Specify the booking number. Do not provide the full card number and/or CVV. |
|
The option is available, but the PDF is not downloaded or an error appears |
Processing of the booking in Pay Connect may not be complete yet, so the form is not available. |
Try again later. If the error remains, contact your Customer Support manager or Exely Customer Support team. Specify the booking number and the time of the attempt. |
|
The customer details fields are empty |
This is expected behavior of the current version of the form. |
Complete the required details manually on the printed form according to the internal process. |
|
It is required to attach a scan of the signed form to the booking |
This option is not available in the Exely extranet. |
Follow the approved internal document management process or check with the employee responsible for this process. |
|
The cancellation policy of a specific rate plan or OTA are required |
This data is not passed to the form. |
Check the policy in the booking source and follow the property's current process. |
