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3. Update Payment

Reference Number: AA-00585 Views: 4493 Created: 2011-12-06 14:11 Last Updated: 2017-12-14 10:44 0 Rating/ Voters

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Update Payment tab

Update a payment

Delete a payment

 

Update Payment tab

Head Office users have the option of updating the payment records for a reservation. This can be useful if an operator has made a mistake when entering a payment and they need to correct the mistake.


When updating or deleting payments a note will be added to the booking, the details of the note can be defined from the Update Payment and Delete Payment screens. It is recommended that text detailing changes made to payments is entered in the Notes field, that way a change log consisting of notes can be seen when viewing the notes for a booking.

 

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Update a payment

1. Open the "Reservations" menu.


2. Click "Cash Receipts".

 

3. Click the "Update Payment" tab.

 

4. If you are updating the payment details for an allocated reservation enter the reservation number in the "Reservation #" field (first field), for unallocated reservations enter the reservation number in the "Unallocated #" field. Then click "Search" (see Fig. 1).

 


Fig. 1. Search for a Reservation

 

5. The payment details of the reservation you entered in step 4 are displayed on the next page (see Fig. 2).

 


Fig. 2. The Reservation's Payment Details


6. Click the check mark icon in the Update column.


7. On the Update Payment page (see Fig. 3):


A. Select the payment type.

B. Enter the payment date.

C. Enter the payment amount.

D. Select the priority level for the note that is added to the reservation when the payment is updated.

E. Select the subject of the note added when the payment is updated.

F. Enter the text for the note that will be added to the booking.



Fig. 3. The Update Payment page


8. Click "SUBMIT" to update the payment. 

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Delete a payment

1. Open the Update Payment page and display the reservation you want to delete a payment for (see Update a payment).

2. Click the "X" icon in the Delete column, the Delete Payment page will then be opened. Deleting a payment will create a note against the booking, select a priority and subject as well as enter the note text. Once the note details have been entered click "Confirm deletion of selected Payment" (see Fig. 4).


Fig. 4. The Delete Payment page

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