Hotel payment provider worksheet · 01 / 02

A practical quote comparison

Same property.
Two complete quotes.

Fill this out with your providers. Attach the written fee schedules and integration details so the comparison survives beyond the sales call.

Property / business name
Date / quote expiration
PMS + version
Booking engine + payment gateway
Monthly card volume / transaction count
Card-present / online sales mix

1. Put every known cost on the page.

Cost or termProvider AProvider B
Provider / quote contact  
Pricing structure: blended or interchange-plus?  
Card-present percentage + fixed fee  
Online / CNP percentage + fixed fee  
PMS / gateway / software / base monthly charges  
Terminal purchase, rental, or lease  
Setup / integration / migration charges  
Refund fee + original-fee treatment  
Dispute fees / authorization-attempt fees  
Cross-border / virtual-card / other charges  
Minimums / annual fees / contract / exit terms  
Compare like with like. An interchange-plus markup is not an all-in card rate. Ask what additional interchange, network, and service charges apply. Keep one-time costs separate from recurring fees. Reserves restrict available cash and should be reviewed separately from processing expense. This worksheet is a planning aid, not a rate offer or approval.
Hotel payment provider worksheet · 02 / 02

Integration is a workflow, not a logo

Get the six answers in writing.

Write the answer, evidence, and person responsible. A checked box means you reviewed the topic; it does not certify a provider.

Exact PMS + booking-engine connection

Which product, version, gateway and terminal are supported? Who owns the connector? How are payment tokens handled during migration? What costs apply?

The full guest-stay workflow

Demonstrate deposits, check-in authorizations, permitted increments, final capture, no-show or cancellation handling, partial refunds, and reversals.

OTA and virtual cards

What activation dates, permitted amounts, currency and charge restrictions apply? How will the hotel identify the transaction type and reconcile it?

One complete fee schedule

Which fees are included, passed through or billed separately? What happens to fees on refunded charges? Are annual charges or minimums disclosed?

Funding and reconciliation

Confirm daily cutoffs, weekends and holidays, reserve terms, payout adjustments, and the path from guest folio to batch to bank deposit.

Support, security and disputes

Who answers after hours? Who handles outages, PCI responsibilities, access controls, and dispute-evidence export? Ask for names and escalation contacts.

Unresolved items / owner / next action
Request demonstrationRequest revised quoteReview contract
Attach a redacted sample statement and fee schedule if useful. Do not include guest card numbers, security codes, or sensitive guest information in this planning worksheet.