How to Add a Payment to a Reservation

You can record and process payments directly from within a reservation. Payments can be entered manually, saved for offline reference, or charged automatically through an integrated credit card processor.

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Steps to Add a Payment

1. Locate the reservation on your Availability Calendar or from the Reservations tab.
2. Click the reservation to open its Details Page.
3. Click the Payments section.
4. Click Add Payment.
5. Enter the payment amount and any additional details such as payment date or memo.

This will record the payment for the reservation and display it in the payment history below.

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Using the Offline Credit Card Method

If your account uses the Offline Credit Card payment method:

• Type the credit card number directly into the payment form.
• Because this method does not process transactions online, you will not see the Charge Card option.
• The first 12 digits of the card will be sent to your designated notification email, and the last 4 digits will be stored securely in the system for reference.

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Selecting a Payment Category

Each payment can be categorized for easier financial reporting. For example, you may have categories like Deposit, Balance, or Cleaning Fee.

1. From the Payment Entry window, select a category from the dropdown.
2. If you need a new category, click Add Category to create one.

Categories can later be used in financial reports to break down revenue by type.

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Using an Integrated Credit Card Processor

If your account is connected to an integrated processor such as RentPayment or Authorize.net:

1. When a card is saved, the system stores a secure token instead of the actual card number.
2. In the Payments section, select the stored card from the dropdown menu.
3. Click Charge Card to process the payment for the amount shown.

After charging, a record of the transaction will appear below the fields, showing the date, amount, and confirmation details.

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Authorize Only Option

To verify that a card is valid without immediately charging it:

• Click Authorize Only.
• This will perform a pre-authorization to confirm the card’s validity.
• You can later complete the charge when ready.

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Summary

• Click Add Payment to record a new payment.
• Use Offline Credit Card for manual entries (no live charge).
• Use Integrated Processor to charge or authorize cards directly.
• Assign a category for clearer financial reporting.
• All transactions and memos are logged automatically in the reservation record.

Adding payments in this way ensures that both your financial records and reservation details remain accurate and synchronized.