Hello Softinn PMS User, wonder how to record refundable security deposit collected from your guest in PMS?
To record refundable security deposit in PMS, check out the video & guidelines below:
Steps to Record Refundable Security Deposit Collected from Your Guest in PMS:
Follow the guidelines below:
Step 1 : Go to https://booking.mysoftinn.com/pms and login to PMS.
Step 2 : You need to key in manually in guest folio. Click “Reservation” and look for the reservation code of your guest.
Step 3 : After you have found the reservation that you want to record refundable security deposit, click the “Folio” icon.
Step 4 : Click on “Collect Deposit”.
Step 5 : Fill in the amount of deposit collected from guest. You can choose the payment method and payment account of guest.
**NOTE: Payment account refers to the types of payment guest used in paying refundable security deposit.
Eg. Cash – cash on hand
Step 6 : Click “Add Remark” and type in the remark if any.
Step 7 : Once done, click “Save Payment!”. Then, click on “Yes,add it!” and “OK”. The refundable security deposit had been added into current folio. There will be a “Refund” button show for refundable security deposit.
**NOTE: Debit (Charges) is the amount charges to guest.
**NOTE: Credit (Payment) is the amount paid by guest.
Step 7 : Click the arrow beside the “Refund”. You can edit or delete the item added.
Step 8 : When the deposit has refund to guest, click the “Refund” button,
Step 9 : Choose the payment method and payment account of refund.
Step 10 : Once done, click “Refund”, “Yes,add it” and “OK”.
Step 11 : A “Security Deposit(Refund)” transaction will add. This means the deposit has refund to guest.
Step 12 : You also can send the receipt to guest’s email by clicking the “Send to guest” button. Click “Receipt” to print out the receipt of guest. Click “Folio” to print out the receipt of merchant.