There are a couple of ways to add payments to Sion. If you have a file of payments from another source such as Onyx, you can batch upload your payments and follow the process described for reconciling your payments.

If you’re manually inputting payments, there are a couple ways to start:

To add a payment to a booking, first locate the booking (see our article on Find and View Bookings if you need help).

Next, click on the booking.

This will open up a new window on the right with the booking information.

In the top section, click Add Payment.

The New Payment window will open. Enter all of the essential information about the payment on the Basic tab.

By default, your new payment is considered matched because you are already matching it to a booking. Therefore, the Received tab is only if the payment information is different from the associated booking information.

Note: It is not required to fill in information on the Received tab, it is based on your agency’s procedures with recording payments. If you leave this tab blank, the booking information will autofill the payment information.

For example, Tim Whatley may have made the booking with your agency, but the check for the booking references his wife, Jane Whatley.

If you want to keep a record that the payment referenced Jane instead of Tim, you can use the Received tab to enter that information. You can also use it if there were updates or differences in the supplier, confirmation numbers, or booking dates. The payment will still be applied to the selected booking.

When you’re done click Make Payment to save the new payment.

Have a payment but not sure which booking it’s for? You can add a payment in Sion and then look for a matching booking or save a payment not reconciled with a booking.

To add a payment, click Commissions in the top menu to open the Commissions page. Then click Add Payment in the top right.

The New Payment window will open. Enter all of the essential information about the payment on the Basic tab. The more information you’re able to enter, the more likely you will be able to later match a payment to a booking.

Once you have entered all the basic information about the payment amount, click the Received tab to enter additional information on how you received the payment. For example, the name on the payment, any confirmation numbers, supplier information, and date information.

As you enter information in the Received tab, Sion might suggest bookings that your payment could be for. The green dots in the top right indicate the potential strength of the match. You can click the dots in the top right to change the level of potential matches that display.

If you can find a match, click the plus sign (+) in the bottom right of the booking. If you made a mistake, click the minus sign (-) at the bottom of the booking to unmatch it from the payment.

If you haven’t matched a payment to a booking yet, or a payment should be applied to multiple bookings, continue to the Match & Split tab.

At the top of the window, you can see the total payment amount. If you have no bookings matched, then the entire payment amount will be saved in Sion as an unreconciled payment.

You can use the search bar to look for bookings your payment may be for. Click on a payment to match it

By default, the payment amount expected will be added to the booking. In the example below, the payment amount is less than what is expected for the booking, so the entire amount is applied to the booking.

If the payment amount was more than the amount expected for the booking, then the additional money would be split and made an Unreconciled Payment.

This split feature allows you to search and add more than one booking. Change the Amount that is being applied to a booking so that there is an unreconciled amount, and you will be able to add another booking. Search and find the booking. When you select a booking, the expected amount for that booking (or as much is available) will be applied.

If you select a booking by mistake, hit the trashcan icon to the right of the booking and it will be removed.

You can also leave a payment amount as an unreconciled payment.

When you’re done, click Make Payment to save your payment.

If you do not find a matching booking for a payment, you can still save your payment as a completely unreconciled payment, simply click Make Unreconciled Payment at the bottom.