Request and add payments manually

Your guest may have only paid the booking deposit, and the remaining amount may be due, or you may have set to receive payments via bank transfer or agreed with customers to receive cash payments upon their arrival. All of the above would require you to request payments manually in the system or at least take note of a payment received in order to keep your records up-to-date.

💡 Note: Requesting and adding payments manually from Lodgify is not always an option on all reservations coming from platforms connected by API (e.g., Airbnb, Booking, etc.). It depends on the platform, the payment policy applicable to the reservation, and, if applicable, the type of credit card received.

Request a payment

Your guest may have only paid the booking deposit, and the remaining amount may be due. You can email them a payment request with a reminder to complete any pending transactions before their arrival.

To request a payment manually:

1. Go to your left-hand menu and select Reservations.
2. Select the booking that you want to request payment for.
3. In the Quote box, click on the three dots in the top right corner and select Request payment for ...€.
4. The Message slider appears where you can edit the email template if needed and click Send.

💡 Notes:

• A payment request opens the checkout page on your Lodgify website. If the rental is not assigned to your website, the guest sees an error instead and cannot pay. Assign the rental to your website before you send a payment request.
• If Policy and Quote Workflow is not activated, you have to request the payment via the Payment collection box at the very bottom of the reservation page.

Request part of a scheduled payment

You can request a lower amount than the scheduled payment, for example, when two guests share one payment, or when the guest pays in two parts.

1. Open the reservation and scroll down to the Payment collection box, then to Payment schedule.
2. Click the + icon next to the scheduled payment and select Request payment for ...€. The button shows the full scheduled amount, and you can change it in the next step.
3. In the Payment request slider, change the Payment amount and click Confirm.
4. The Message slider appears with the requested amount. Edit the email template if needed and click Send.

💡 Notes:

• The amount can be lower than the scheduled payment, but not higher.
• Only one payment request can be active at a time. Wait until the guest has paid before you request the rest.
• Request payment for ...€ in the Quote box always requests the full scheduled amount.

Mark an amount as paid

Your guest may have already made a payment via bank transfer or in cash. However, the system can't log this transaction automatically, so you will need to manually mark the booking as paid.

1. Go to your left-hand menu and select Reservations.
2. Select the booking that you want to edit.
3. In the Quote box, click on the three dots in the top right corner and select Mark ...€ as Paid.
   💡 Note: You can also click the button Mark as paid in the blue box.
4. The Message slider appears where you can edit the email template if needed and click Send.

💡 Notes:

• If you accidentally mark an amount as Paid, and all payments due for the reservation have been processed, you can reverse it by marking it as Refunded. This will restore the balance due and allow you to request the payment again.

  However, if only one of 2 or more payments has been marked as Paid by mistake, it won’t be possible to refund it and then send a payment request.

• If no Policy and Quote Workflow is activated, you have to add the payment manually via the Payment collection box.

Record part of a payment received outside Lodgify

Use this when the guest has paid part of a scheduled payment by bank transfer or in cash.

1. Follow the steps in Request part of a scheduled payment and enter the amount you received.
2. When the Message slider appears, send it if you want the guest to receive a confirmation, or close it without sending. The guest has already paid, so the confirmation is optional.
3. In the Payment request banner at the top of the reservation, click Mark as paid. Only the requested amount is registered as paid.

💡 Note: Mark ...€ as Paid in the + menu always marks the full scheduled amount as paid. To mark only part of it, use Mark as paid in the Payment request banner.

Example: Two guests share one payment

One guest pays by bank transfer, the other by card.

1. Request the card guest's share with Request part of a scheduled payment, and send the request to that guest.
2. When the bank transfer arrives, record it with Record part of a payment received outside Lodgify.

If the bank transfer arrives first, record it first, then request the rest from the card guest.