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 a partial payment to the reservation in Softinn PMS :
Steps to Add Partial Payment to the Reservation in Softinn PMS:
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 ‘Add Payment‘ button to record the payment.
Step 10 : Upon check-in, when you collect the Refundable Security Deposit from the Guest, Click ‘Collect Deposit‘ 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.
- Yellow Exclamation Mark icon referring the charges/ security deposit is not fully paid/refunded/reversed
- Green Tick icon referring the charges is fully paid
Hope this video helps on how you can add a partial payment for reservation in Softinn PMS 🙂