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💳 How to Manage Payment Options for a Customer Set to Be Invoiced Later

  1. 🏠 Go to the reservation
    Navigate to Rentals → Rentals and find the specific reservation.

  2. 💰 Choose one of the following options
    Select the option that best fits the customer's situation:

    A. 💵 Mark Paid
    Select Mark Paid if the customer has paid in cash.

    B. 🔗 Send Payment Link
    Select Send Payment Link to generate a payment link. This is useful if the customer requests the payment link again.

    C. 💳 Take Card Now
    Select Take Card Now to enter the customer's card information and process the payment immediately.

    D. 💳 Charge Card
    Select Charge Card to charge a card the customer already has saved on file.

    E. 🔄 Modify or Cancel the Reservation
    You can also choose to:

    • Change the rental dates

    • Change the trailer

    • Refund the reservation

    • Cancel the reservation

💡 Pro Tip
These are individual options, so you only need to select the action that applies to the customer's situation. You will not need to complete all of them.

💡 Pro Tip
The invoice is sent to the customer automatically when selecting "invoice later" from the booking screen. If the customer pays the invoice on their own, it will properly reflect this in the system.

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