If you want to process the difference in premium for XCover after a booking has been modified, please follow the below steps.
- Go into the booking;
- Select the Customer Payment tab.
- Using the grey Custom payments row, add a description that makes sense to you and explains what the payment is, e.g. XCover difference collected.
- 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. Bank transfer.
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.
- Tick the box Process Xcover alteration(s).
- Press the green Save button to the right of the Customer Payments area.
This will then record the refund or payment in the booking.
This is how the custom payment would look before it has been saved.
