Applying Payment to Existing Bookings

Applying Payment to Existing Bookings

1. Click "Reservations" from the Sidebar Menu and Choose "All Reservations" from the drop-down.



2. A landing page with all of your Reservations will appear. Click on the booking you wish to apply a Payment.



3. A pop-up will appear. Click "Edit" in the upper right corner.



4. On the right side of the screen you'll see in pink "Add Payments & Reminders". Follow the green arrow down, and click the box next to "+Payment". Please note: the "Add Payments & Reminders" section will only appear on existing bookings that have added a component from the "Add Bookings" section. 



5. A pop-up will appear. Enter the Payment information in each field. A pink asterisk will notate required fields, including: Payment made by, Apply Against, Payment Date, and Payment Amount. By having "Send Updated Invoice to Customer" checked means an updated invoice will automatically be sent to your customer after hitting "Submit". When finished, click the pink "Submit" button at the bottom. 

PLEASE NOTE: Do NOT store credit card information in the Notes section. Credit card information can ONLY be stored in the Payment Information section on a client profile. 





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