Navigate a Reservation's Payment Tab
Owners can find any payments or invoices, including their status, that are associated with a guest in their reservation's 'Payments' tab. This allows you to easily view payments specific to your guest, all in a single place!
Step 2: Click the 'Reservations' tab on the left hand side under ´Transactions´
Step 3: You can find a specific reservation through searching by last name or reservation code. Select the reservation that you would like to view their payments
Step 4: Once you have selected a reservation, you will be directed to the 'Overview' section of the reservation. Select the 'Payments' tab on the top tool bar of the reservation (Overview, Chat, Modify Reservation, etc.)
Step 5: In the 'Payments' tab, there will be two sections:
Payments
- This section will display all payments made by the guest, including any custom charges, along with the payment method used. Additionally, a button next to each payment will be available to process a refund if needed.
Under the Payments section, you can see the status of a payment - this will show if the payment was successful (green) or if it has failed (red). If a payment has failed, you will need to recollect payment from the guest.
You can also view when the payment was completed, the amount, or if any amount from that specific charge has been refunded.
Invoices
- This section will include all invoices that are associated with the reservation
- Under the Invoices section, you can view the amount of the invoice, the due date of the invoice and the current payment status of the invoice.
- To see a more detailed view of the invoice, you can click the blue 'Invoice Details' link to be taken directly to the invoice view. From there, you can make a payment on the invoice, add extra fees to a scheduled invoice, or see a timeline of the invoice.
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