Horse Monkey Professional package provides multiple routes to manage bookings and payments.
This article explains how the Outstanding option works.
Defer Payment options:
At checkout, selecting Defer Payment gives you 2 options for Premium package and 3 options for Professional package, which one you use will depend on whether you have the client in front of you or not.
Request Authorisation - when the client is NOT in front of you.
Authorise Payments - when the client IS face to face in front of you.
Outstanding (Professional only) - checkout and sort the payment at a later point.
For details on Request Authorisation option click the button below:
For details on Authorise options click the button below:
Option 3:
Outstanding Booking
What is this and when is it used?
Used when the client is in front of you F2F or absent
Select Outstanding option > Booking is confirmed
The process does not take payment
The booking will have a status of Pending Booking Outstanding
What is this useful for?
For quickly adding bookings without taking a payment
Bookings can keep being added as outstanding
An overall event total will accrue
Amendments can be easily to the booking by editing
The running total will be adjusted
When are payments taken?
There are various ways to clear these outstanding bookings
See the article below:
For more information on balancing pending and outstanding bookings and accounts refer to this article:
Did you find this article useful?
Please help us improve by providing a rating below...
(or remember you can always get in touch via the Online Chat or you can email us at hello@horsemonkey.com )