Preno

Kevin Soo

Keegan

Taking payments, recording payments, managing cards

Payments

How to add and remove payment methods in Preno so they're available when you record a payment or deposit.

Adding and removing payment methods

Automatically add a surcharge to a payment method

Auto surcharge

How to add a credit card surcharge to your bookings in Preno.

How to add a credit card surcharge

Set up the payment methods your property uses, and configure any surcharges.

Payment methods

How to record a payment from the grid or bookings page in Preno

Recording payments

A deposit or prepayment is any payment taken before the guest checks in

Adding a deposit / prepayment

Steps on how to record a refund on a booking or process a refund to a guest's credit card via your payment gateway integration

How to refund a payment or deposit

How to record a payment that was made outside Preno by adding it as an imported payment on a booking.

Add an imported payment to a booking

Recording Bonds in Preno

Record payments, deposits and refunds against a booking. Applies to every property, whichever way you take payment.

Recording payments and refunds

How to set up your payment gateway in Preno, safely store credit card details, and charge credit cards

Integrated credit card payments

Add or manage multiple cards on a booking

Add, edit or remove credit cards from a booking

How to charge a guests stored credit card using a payment integration

Charging a guests stored credit card

Auto Payments

How to create and send a payment link so guests can pay online

Using Payment Links to request payment from guests (Stripe)

Using Payment Links to request payment from guests (Windcave)

Creating Stripe keys

Charge cards, store cards securely, send payment links and schedule automatic payments. Requires a connected payment gateway.

Taking card payments through Preno

How Preno tokenises and stores guest card details, how long cards remain accessible, and how card data in notes is removed.

How Preno stores and handles card data

Reveal stored cards

Why PCI compliance is so important, and how you can ensure you are staying PCI compliant.

PCI Compliance for hoteliers

How Preno stores and protects guest card data, and what you need to stay PCI compliant. Relevant if you have a payment gateway connected.

Card security and compliance

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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