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Add Credit Card details to the Vault

This guide explains how to securely store credit card details in the RMS Vault for a reservation.

 

Overview

The RMS Vault can be used to securely store credit card information for guests through online reservations or manual entry.

Vault Tokens created in RMS are encrypted and automatically expire 14 days after the reservation's original Departure Date.

An email containing the CCV will automatically be sent to the property when credit card details are saved in the Vault.

The Password to access the PDF document is the Property's RMS Client ID.

⚠ Important: Changes are coming to the RMS Vault.  Click HERE for more information.
✎ Please Note: RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

 

 

✎ Please Note: Double-check the card number and expiry date before selecting Create/Exit. Once saved, the Vault token cannot be edited. If incorrect details are saved, the token must be deleted and re-created.

 

Guide

  1. On the Reservation screen, click the Credit Card icon.
  2. RMS Reservation screen showing guest and booking details, with the Credit Card icon highlighted to open the RMS Vault credit card storage window.

     

  3. Click Add.
  4. RMS Vault credit card list window displaying any existing stored cards and the Add button selected to create a new Vault token for the reservation.

     

  5. Enter Description.
    (Use this field to identify the card, for example, Personal, Business etc).
  6. Enter the Cardholder Name.
  7. Enter the Credit Card No.
    Invalid or incomplete credit card details will show in red based on the credit card algorithms. This is not verified by the issuer.
  8. Enter the Credit Card Expiry.
  9. Enter the CCV.
  10. Click Create/Exit.
  11. RMS Vault credit card entry window with fields for Description, Cardholder Name, Credit Card No, Expiry, and CCV completed, including validation highlighting for invalid card details, and the Create/Exit button selected to securely store the card as a Vault token.
★ Tip: Once saved, the Credit Card icon will change to green.

 

 

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