Credit Limit Feature

Introduction

The credit limit feature allows PMS integrations to apply a limit on the amount that can be charged to a room. When this feature is used, integrators can specify a credit limit in their response to the PMS search request.

Setting a Credit Limit

After receiving a search request from the POS, a PMS integration may include an optional creditLimit field in the response. The creditLimit field takes a value of type BigDecimal, corresponding to the credit limit, in the currency of the business.

Example:

{
  "success": "true", 
  "errorMessage": "", 
  "reservations": [
    {
      "roomId": "4000",
      "roomDescription": "Room With a Credit Limit", 
      "clientName": "John Doe", 
      "reservationId": "004",
      "creditLimit": 50.00,
      "blocked": "false"
    }
  ]
}

Credit Limit In the POS

If the room charge payment amount exceeds the credit limit for the selected room/customer, the POS will behave in one of two ways, depending on the role of the POS user:

POS User Without Manager Rights

A red error screen will be displayed with the following message: "Charge not allowed, the current available credit for this reservation is insufficient."

Credit Limit Error

POS User With Manager Rights

A warning message will be displayed, offering the option to override the credit limit.

If the user selects "Yes", the room charge will be sent ot the POS.
If the user selects "No", the red error screen will be displayed.

Credit Limit Popup

Limitations

Currently, tips are not considered in the amount used by the POS to determine if the credit limit is exceeded.
Example:
```
Bill amount = $45.00
Credit limit = $50.00
Tips = $10.00
```
In this case, only the $45.00 bill amount will be considered, and therefore the credit limit will not be reached.

If the amount to be charged to the room is less than the credit limit, but the bill total exceeds the credit limit (ie. a partial payment), the credit limit message will be displayed.
Example:
```
Bill amount = $60.00
Credit limit = $50.00
Partial payment amount = $30.00
```
In this case, the warning/error will show that the credit limit is exceeded.
tip
This behavior can be overcome by first applying a different payment method to the bill, thus reducing the amount due sent to the PMS.

Credit Limit Feature

Introduction​

Setting a Credit Limit​

Credit Limit In the POS​

POS User Without Manager Rights​

POS User With Manager Rights​

Limitations​