Support Center

How to Create a Payment

Last Updated: Dec 06, 2016 04:44PM EST
It's important to keep ThinkReservations up to date with customer payments.
 

Payment Methods:

By default, we give you several payment methods as seen in the below list. You can also create custom payment methods, or "house accounts". Click HERE to learn more about custom payment methods.


Payment Type Note
Cash Manual cash transaction journal entry (record only).
Check Manual check journal entry (record only).
Credit Card Electronically charge the credit card entered/on file.
Gift Certificate Electronically debit house (ThinkReservations) Gift Certificates.
3rd Part Gift Cert. Other certificate or gift card journal entry (record only).
Third Party Credit Card Processor Manual credit card transaction journal entry (record only).
Use this payment method for example if you ran the customer's card in you terminal.
Transfer
Used to record a transfer of funds from one bill to another.
Click HERE for details on how to use this method.
Custom payment methods Custom payment methods are also a journal entry (record only).
Click HERE for details on using custom payment methods.
 

Follow the steps below to create or record a new payment.

 
  1. Open the bill or reservation that needs to have a new payment applied.
     
  2. Note the existing entries if any in the Payments section.
     
  3. Click NEW PAYMENT under the Payments section. A new record entry is added for you to edit.

  4. Click on the drop-down to change the type of payment.
     
  5. Edit the date of the payment if you need to change it from today.
     
  6. Enter a note for your record in the Ref # box. This note does not show in the emails to your customers but is on the printed bills.
     
  7. Enter the amount of the payment in the box to the right.
     
  8. Click Save to save the record to the system.


Related: How to Charge a Credit Card

Contact Us

d823003ec4e62f7c319afe831ca4aee6@thinkreservations.desk-mail.com
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