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Guestline PMS: Manage payment policies

Manage how and when payments are collected by creating and maintaining payment policies in Rezlynx PMS.

Written by Xanthe Jackson

Manage payment configurations from a single location in Rezlynx PMS. Payment Policies replaces the Payment Config screen in Distribution Hub, making it easier to create, update, and manage payment settings across your booking sources and rate plans.

⚠️Important:

  • To use this feature, users need Payment Policies user permission to be ticked within User Setup.

  • Payment policies do not override instructions from OTAs. If an OTA reservation includes a virtual credit card (VCC) or an immediate payment request, that instruction takes precedence. Payment policies apply only when the OTA has not requested a payment.

  • The Payment Config page in Distribution Hub (Roomlynx) becomes read-only, with a banner that directs users to the new location.


Understand the benefits of payment policies

Payment Policies provides several improvements over the previous Payment Config screen, including:

  • Centralised management: Manage payment settings alongside other rate and configuration settings in Guestline PMS.

  • Improved usability: Use searchable dropdowns and a modern interface to configure payment settings more efficiently.

  • Reusable policies: Create named policies that can be applied across multiple rate plans and booking sources.

  • Self-service configuration: Configure Guarantee (no card) directly within Guestline PMS without requiring an additional feature toggle.

  • Automatic migration: Continue using your existing configurations without manually recreating them.

  • Future enhancements: The new framework supports future expansion across additional booking sources and payment workflows.

  • Clear transition: Distribution displays guidance that directs users to the new Payment Policies location.


View Payment Policies

You can view all configured payment policies from the Payment Policies page.

  1. Open Guestline PMS.

  2. Click Menu, then select System.

  3. Under the Rates column, click Payment Policies.

The policy list displays:

  • Policy name.

  • Description.

  • Payment type.

  • Assigned rate plans.

  • Booking source.

📌 Note: Policies migrated from Distribution display the message: 'Automatically migrated from Distribution payment configuration.'


Add a payment policy

Create a new payment policy to define how and when payments are collected.

  1. Within Payment Policies, click Add policy.

  2. Enter the policy information, including:

    • Policy name: Enter a recognisable name, for example Standard Deposit Policy.

    • Description: Optional information about the purpose of the policy.

    • Booking sources: Select the booking sources that use this policy. Select as many as required.

    • Rate plans: Select the rate plans that use this policy.

    • Payment type: Select how payments are collected. Review the on-screen descriptions and select the payment type that best matches your business needs.

      ⚠️Important: Payment policies do not overside instructions from OTAs. Payment policies apply only when the OTA has not requested a payment.

  3. Click Add policy.


Choose a payment type

⚠️Important: Payment policies do not override instructions from OTAs. If an OTA reservation includes a virtual credit card (VCC) or an immediate payment request, that instruction takes precedence. Payment policies apply only when the OTA has not requested a payment.

When you add a payment policy, on-screen descriptions per payment policy are shown to help you select the best option to match your business needs. These include:

  • Reserve: Stores a valid payment card against the reservation without taking payment.

  • Deposit: Collects a deposit at the time of booking. You can charge a fixed amount or a percentage of the booking value.

  • Pay now: Charges the full booking value immediately.

  • First night: Charges the value of the first night's stay when the booking is made.

  • Per adult: Charges a fixed deposit amount for each adult guest.

  • Schedule payment: Automatically collects payment a specified number of days before arrival. Schedule payment is available only for GuestPay customers.

  • Deposit + schedule payment: Collects a deposit when the booking is made and collects a further payment before arrival. Deposit + schedule payment is available only for GuestPay customers.

  • Guarantee (no card): Guarantees the reservation without collecting or validating payment card details. No payment is taken.


Understand the changes in Distribution Hub

The Payment Config page in Distribution Hub (Roomlynx) has become read-only.

You can:

  • View existing configurations.

  • Review assigned settings.

You cannot:

  • Create payment configurations.

  • Edit payment configurations.

  • Delete payment configurations.

The following banner displays: 'Payment Configs are now managed in PMS. Go to Payment Policies page to make changes.'

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