Payments
Record payments, send payment links, confirm transfers, give refunds and reconcile.
Screens
How to
- Record a paymentAdd a payment the customer made in cash, by card machine or by bank transfer, and send them the receipt.
- Take a deposit by payment linkLet the customer pay the deposit online by card: the link is made when you confirm the booking, or later from the booking.
- Send a payment link or a reminderRemind one customer or many about their balance, with a secure payment link they can pay by card.
- Confirm a transfer the customer reportedCheck a bank transfer a customer reported with the slip, then approve it to record the payment, or reject it with a reason.
- Give a refundReturn money to the customer: back to their card through the gateway, by hand in cash or by transfer, or as credit for a later trip.
- Print a receiptPrint or save as PDF the receipt of any payment or refund, from the booking or from the Payments screen.
- Export payments and open balancesDownload to Excel the payments received in a period, the balances customers still owe, or a list of bookings.
- Reconcile online payments with the gatewayCompare what your payment gateway collected with what is recorded on bookings, fix each difference and check the daily settlement.
- Check a call in the gateway logSee every call between the system and your payment gateway, what was sent and what came back, to find out what happened to a card payment.
Understand
- Ways to get paid: cash, transfer, card and onlineHow each way of paying reaches the books, from cash at the desk to online card payments, transfers customers report and customer credit.
- Payment links explainedWhat a payment link is, how long it works, what the customer sees and how the payment reaches the booking by itself.
- Refunds and customer creditWhen to give money back and when to keep it as the customer's credit, how credit is spent and when it expires.
Questions and problems
- Payments: common questionsShort answers about deleting payments, the cash drawer, currencies, receipts, part payments and who can do what with money.
- Online payment problems and fixesThe customer paid but the link still shows open, the link expired, the card was declined, a refund failed or the gateway refused: what to check.
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