Note: Service fees are unique in Tres in that they do not calculate a supplier balance. Because of this feature, users should only use the Service Fee travel category for fees that the client pays directly to the agency.
Click here for directions on processing a credit card service fee payment.
From the trip screen open the Payments subfolder and click + Add Payment to generate a popup.
- Select Paid By: Client
- Select Paid To: Agency
- The Client field has auto populated to the client you associated the trip to. If this payment is from a traveler not associated with the client, you will need to enter the payment from the main Payments folder.
- Enter the payment date
- Enter the payment amount
- Select Cash or Check from the Method dropdown menu
- Select the account this money was deposited into from the Bank dropdown menu
- Next, apply the payment to the reservation. The system will automatically display any reservations on the trip with a client balance. Reservations that have already been paid in full will not be displayed.
Click Save in the upper right corner