Category:Payments: Difference between revisions
Jump to navigation
Jump to search
| Line 328: | Line 328: | ||
Days in Advance = 30 | Days in Advance = 30 | ||
Payment Type = Confirmed with Deposit Payment 2 | Payment Type = Confirmed with Deposit Payment 2 | ||
====Setup Payment Collection==== | ====Setup Payment Collection==== | ||
| Line 339: | Line 338: | ||
*SETTINGS> PAYMENTS > PAYMENT RULE | *SETTINGS> PAYMENTS > PAYMENT RULE | ||
Create a Payment Rule to collect payments if bookings are not cancelled. | Create a Payment Rule to collect payments if bookings are not cancelled. | ||
| Line 346: | Line 344: | ||
*Name = Enter your title - Not Cancelled (for example) | *Name = Enter your title - Not Cancelled (for example) | ||
*Action = Auto | *Action = Auto | ||
Payment Trigger : | Payment Trigger : | ||
*Booking Status = All not cancelled | *Booking Status = All not cancelled | ||
| Line 364: | Line 363: | ||
(Suggest 2 auto actions created, 1- add pending payment and 2 - send email to guest on successful collection of payment) | (Suggest 2 auto actions created, 1- add pending payment and 2 - send email to guest on successful collection of payment) | ||
SETTINGS > GUEST MANAGEMENT> AUTO ACTIONS | |||
*Add Pending payment to the booking to collect payment 30 days before arrival | *Add Pending payment to the booking to collect payment 30 days before arrival | ||
| Line 371: | Line 370: | ||
(This auto action will add a pending payment to your bookings with the payment date 30 days before checkin) | (This auto action will add a pending payment to your bookings with the payment date 30 days before checkin) | ||
Trigger tab: | Trigger tab: | ||
Trigger Event = Booking | *Trigger Event = Booking | ||
Trigger Time = immediate | *Trigger Time = immediate | ||
Booking Source =All (for example, you can also set different rules for different channels) | *Booking Source =All (for example, you can also set different rules for different channels) | ||
Invoice Balance = Not Zero | *Invoice Balance = Not Zero | ||
Invoice tab: | |||
'''Invoice tab:''' | |||
Payment Type = Percent of balance due | Payment Type = Percent of balance due | ||
Description = the text you will see in the "Charges and Payments" tab (Payment Balance) | Description = the text you will see in the "Charges and Payments" tab (Payment Balance) | ||