Click 'Manage transactions' under the Transactions schedule (under 'Summary' tab in blue) and a pop-up will open. Alternatively select Transactions under Options / Bookings Menu from the left navigation bar and, click the three dots menu to the right of the required payment and click 'Manage transactions'. Use pencil icon to edit a particular transction.
By default, the payment plan is based on the applicable Booking policy.
You can modify the payment plan (change amount of transaction, delete transaction or add a new one), update due dates or status of each transaction, change payment method if applicable, mark transactions as paid and record the transaction date as well as leave comments to each of them if required.
Three dots menu to right of the transaction also allows you to:
download pdf (for wire transfer & online payment)
copy payment link (applicable for online payment)
send payment instructions (push email notification from the system containing payment instructions to corresponding parties)
Tip: After making the changes, click 'send updated reservation details' to send automated notifications by email. For reservations made by agents, the agents will be notified. For direct sales made through the widget, the guests will be notified.
Please note that automated notifications are not sent to guests for options created by the Fleet manager.
Tip: Transactions can easily be exported to an Excel spreadsheet
Tip: Add a note to the Invoice comment field to display it in PDF