Dec 2023: Additional Feature - Gateway Payments on Cash Receipts
If you have a Payment Gateway set up in your system, RCM now allows you to take a payment through it when you create a Cash Receipt. This allows for the immediate addition and charge of an extra fee to a booking that is already closed. This feature is useful for adding traffic infringement or damage charges to a booking after it has been returned.
On the Cash Receipt page, after you have selected the Extra Fee to add to the booking, you have to select the method of payment. There are now three options you can choice:
- Manually record payment - This allows you to create a manual payment record against the booking. Use this if you have already or are currently taking a manual payment from the customer.
- Create payment using Windcave/Stripe - This allows you to open the payment screen and take a payment through your payment gateway. Use this to immediately charge your customer the new extra fee.
- No payment - This will not add a payment record to the booking, such that there will be an amount owing against the booking. Use this is you have not yet charged to customer for the new extra fee.
Once you have selected the 'Create payment using Windcave/Stripe' option, click 'Submit'.
This will add the extra fee Cash Receipt record to the booking and take you to the following page. From here, click the 'Open payments screen' button, and this will open the booking's Payments Page. From here you can take a payment through your Payment Gateway in the normal fashion. The payment will be recorded against the booking.
For more information on Cash Receipt, please see the Cash Receipts article.
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