Hello  Softinn PMS  users! You received a reservation via phone call and the guest made partial payment first by Bank Transfer. 

Check out the video & guidelines below to find out how to add partial payment during reservation creation in  Softinn PMS :

Steps to Record Partial Payment while Creating a Reservation in Softinn PMS:

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Follow the guidelines below:

Step 1 : Login to Softinn PMS.

Step 2 : Select the right property

Step 3 : Click ‘Create a Reservation‘

Step 4 : Fill in the new reservation details.

Step 5 : Select the Rate Plan. **If you do not have a Rate Plan, you can still insert the room charges manually on the “Daily Rate” column.

Step 6 : Insert a partial Room Payment. Select the Payment Method & Payment Account.

Step 7 : Click ‘Save Reservation‘

Step 8 : Go to ‘Guest Folio‘

Step 9 : Upon check-in, when the guest has made the remaining payment for the Room Charges, Click ‘Pay‘ button to record the payment.

Step 10 : Upon check-in, when you collect the Refundable Security Deposit from the Guest, Click “Security Deposit” tab and click the “Collect” button to record the refundable security deposit.

Step 11 : Click ‘Check-in‘ to check in the guest

Step 12 : You can click ‘Generate Receipt‘ to provide the Receipt to the guest after the guest has made payment.

• You can generate a receipt for each payment made separately.

Notes : 

• The Yellow triangle icon referring to the Security Deposit/ charges is not refunded yet

Hope this video helps on how you can add partial payment received while creating a reservation in Softinn PMS 🙂