Updating payment plans
A Payment Plan is a schedule of how the customer will be paying towards the reservation. It specifies what amount is due and when, e.g. 30% due 10 days before arrival and 70% due on date of departure. Payment rules and structures for reservations can be calculated by allocating a payment plan to a reservation. Different payment plans can be allocated to different agents or debtors and once a payment plan is allocated it can be changed if required.
How the payment plan affects your reservation
On the Payments tab of a reservation the ‘Unallocated’ amount refers to any charges added to a reservation after a payment plan has been applied, e.g. a bar charge extra.
If you need all amounts of the reservation included in the payment plan calculation, click on the ‘Update’ button on the Payments tab of the reservation.
Bulk Payment Plan Updates
Payment Plans can be updated in bulk using the Payments Due report. It is recommended that this report is run on a weekly/daily basis to update Payment Plans.
When not to Update the Payment Plan
There will be certain instances where it is not necessary to update the payment plan. This would occur if the lodge added extras such as bar or curio shop charges which would just be paid at the lodge by the guest.
Setup and allocating a payment plan
Default payment plans are allocated to system users on the Financials tab under ResRequest defaults. For more on how to set up a Payment Plan, apply it to agents and edit existing plans, take a look at the Payment Plan code table tutorial.
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