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.

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Request a payment

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

To request a payment manually:

  1. Go to your Main Menu in the top left corner 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 ...€.2019-10-24_1011.png
  4. The Message slider appears where you can edit the email template if needed and click Send.

💡 Note: In case no Policy and Quote Workflow is activated, you have to request the payment via the Payment collection box.2019-10-24_1017.png

 

Mark an amount as paid

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

  1. Go to your Main Menu in the top left corner 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.2019-10-24_1025.png
  4. The Message slider appears where you can edit the email template if needed and click Send.

💡 Note: In case no Policy and Quote Workflow is activated, you have to add the payment manually via the Payment collection box.2019-10-24_1034.png

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