To perform operations on submitted payments, click on the Payments drop down menu, and then on the green box Payment for the payment on which you wish to perform your operations:
Convert to Deposit will change the payment from being recorded as a payment proper into a Security Deposit.
Void will annul the payment.
Refund will enable you to refund part or the whole of the payment. If you wish to partially refund your guests, fill in the box with the amount you wish to refund and click on the box Refund.
Recording a Security Deposit
You can record security deposits directly from the same Payment screen. Choose the Pay Type and insert the amount you want to have recorded as a deposit:
Check the box with the tag Take as Deposit and click on the button Pay Now:
If you open the Payments drop down menu, you will see that the sum is recorded in the system as a Deposit, and not under Amount:
In the folio screen, the amount submitted as a deposit will appear in the field Security Deposits:
Turning a Security Deposit into a Payment
It might often happen that your guests will want to turn their security deposits into payments to set their bills. This is easily done: expand the Payment tab to individuate the deposit:
Expand the payment to visualize the details and operations available by clicking on the green button associated with the deposit:
Click on the green button Convert To Payment:
FAQ's:
What are security deposits?
How do security deposits work?
How can I collect a security deposit?
How can I refund a security deposit?
Why does the folio show security deposits?
Do security deposits affect the balance?
Can I disable security deposits?
Can I turn off security deposits?