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.
- Open the bill or reservation that needs to have a new payment applied.
- Note the existing entries if any in the Payments section.
- Click NEW PAYMENT under the Payments section. A new record entry is added for you to edit.
- Click on the drop-down to change the type of payment.
- Edit the date of the payment if you need to change it from today.
- 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.
- Enter the amount of the payment in the box to the right.
- Click Save to save the record to the system.
Related: How to Charge a Credit Card