If you need to record a payment which is not in direct connection with the deposit / balance, e.g. a refund or the guest wants to pay over the phone, you can use custom payment entries to record these transactions.
Also you can use this option to record payments received in a previous booking.
- Navigate to the booking in question and go to the Customer Payments tab at the bottom.
- Using the grey Custom payments row, add a description that makes sense to you and explains what the payment is, e.g. payment or refund.
- Change the date, if required, by click onto the small calendar icon.
- In the pop-up select the correct date.
- Select the payment method, e.g. Paid direct.
You can set up a payment method to use for these occasions especially.
For more information, how to do this, please see this help centre article.
Please note:
Only payment methods that have been created and also been enabled under Admin > General details > section Payment options will be available here.
- Enter the amount.
- Select either Refund or Payment from the drop-down.
Please note:
If you select Refund, a pop-up will appear to ask what kind of refund you are recording. Select the option that applies and then click Proceed.
This is how the custom payment would look before it has been saved.
- Press the green Save button to the right of the Customer Payments area.
This will then record the refund or payment in the booking.
Below you see how the customer payment tab will look after the custom payment has been saved.
