This article explains how to add a payment for a transaction processed thought the agency's credit card merchant processor.
Click here for directions on processing a cash/check 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 Credit Card from the Method dropdown menu.
- Enter or select a Credit Card Number.
- Name on the Card is not required but it will appear on the Trip Statement.
- Enter the credit card expiration date (if not pre-populated)
- The CVV code field is not required
- 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.
- A confirmation message will appear.