Update Payment

Update Payment

Purpose


Users with Head Office Manager or  Location Manager access  have the option of updating the payment records for a reservation.
This can be useful if an operator had made an error when entering a payment that needs correcting. 
Any updating or deleting payments is logged for auditing.    A note will be added to the booking automatically which includes the operator making the change and details of the change.  

Accessing and Updating the  Payment

Open the 'Bookings Payments' tab on the booking 

Click on the Green Pencil Icon to make a change to the payment
Or
Click on the Red Bin icon to delete the payment 




Once a payment has been updated or deleted, there will be a note added to the Reservation Log outlining the change. 






The  Reports>Monthly Financial Reports> Delete Payments report can be run at anytime to show the details of any changes to, or deletions of payments for a selected date range. 



    Important Articles


      • Related Articles

      • Payment Terms

        Purpose The payment terms setup table  allows you to create the payment terms based on your due date requirements.  Once the terms have been setup, they will appear for selection in the 'Payment Terms' drop down box when creating or updating company ...
      • Payment Subscriptions

        Purpose Payment Subscriptions allow you to manage (via a 3rd party vendor) recurring payments for a booking, e.g. a certain amount every week or the length of the hire. The 3rd party vendor we are working with is 'Paypa Plane', using their product ...
      • Payment Card Type

        Purpose The Payment Card Types setup table allows you to which credit card types are allowed when adding card to the Credit Card Vault. The Payment Card Types you set up also have the option to be selected by customers on your website if you wish. ...
      • Credit Card Payment by Email

        Purpose The Email Credit Card Link feature allows you to send your customers a link which they can follow to enter their credit card details. The credit card details entered will be used as a payment method for their reservation. Set up the Email ...
      • New Method of Applying a Surcharge to the Payment made using a Credit Card

        Purpose Within RCM you are able to apply a Merchant Fee to specific payments. When a payment is made using a Tender Type that has a Merchant Fee assigned, the applicable  surcharge percentage will be automatically applied to that payment amount ...