Processing a Payment
M
Written by Matthew Kenny
Updated over a week ago

Moovs has two ways to process payments, one is on the Reservation view and allows you to process payments for the entire reservation with all of its trips. This way is also great for taking deposits as it applies the deposit to all trips in the reservations and has a custom amount and custom percentage option.

The other way is to charge one trip at a time, within the trip itself.

Lets review them in that order:

From the Reservation screen select the reservation that needs to be charged. Click the Charge Reservation button.

By default the amount to be charged is the sum of all trips in the reservation, however this can be changed to be a custom amount by clicking in to the Charge Amount box and entering a different value.

If you would like to charge a percentage of the total, move the toggle to the % side and enter the percentage you would like to charge of the total due for the reservation.

It is important to note that the value and percentages are distributed evenly across all trip balances that make up the Reservation Amount Due total.

Once the correct value or percentage is added select the method of payment the client will be using fro the Payment Method drop down selector, and then click the Charge $X button to initiate payment.


To make a Trip payment start in the Reservation screen with the Trip selected that needs to be paid and click Edit Trip.

Then click to switch to the Money tab.

It is in the Money tab that you will be able to view all payments that have been made to the trip, and refunds that have been processed, too.

Click Charge Customer to open up the payments detail, Moovs defaults to the full amount due for the trip, however that can be a custom amount by editing the Amount box, and then select the Payment Method from the dropdown and a note if it is required.

Click Charge Customer to process the payment.

It doesn't matter which way the payment is processed, the trip's Money tab will be updated to show a summary of payments are refunds

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