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Payments

In this article we will cover how to read the payment panel to perform a simple payment

Ilaria Lanni avatar
Written by Ilaria Lanni
Updated over 5 years ago

The Payment Panel

The payment section is located on the right column of the folio, right under the summary of all charges, and it is accessible by clicking on the blue Payment link:

Clicking on the link will bring up a pop up panel from where you can perform all operations related to payments:

The Payment panel can be separated into two main sections:

  • The Payments drop down menu lists all payment details and operations recorded for the folio. It also brings information about what payments have been applied to certain charges, and what not: indeed, the U/A tag means Unapplied (Payments) and belongs to the amount of payments that have not or not yet been applied to charges.

The Payment Type section is where you actually submit the payments:

Recording a Payment

Recording a Payment Without Applying it to a Charge

  • To record a payment, first select the Payment Type by choosing the appropriate choice from the ones available in the drop down menu:

Place the amount the guest is paying in the box on the left:

If applicable, write down the receipt number in the Receipt Number box and a description in the box with the tag Description:

To record the transaction, click on the green button Pay Now:

You will see the message Payment Successful once the action has been finalized:

You will be able to see the payment details by clicking on the Payments drop down menu. From this panel you can see the type of operation performed, the type of payment used and the date and time when the operation was successfully recorded in the system:

Note that if the recorded payment has not been or not yet been applied to a specific charge, the amount the guest paid will also appear under column Unapplied Payment:

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