Hello Softinn PMS user!

Let’s imagine that you have received a new reservation from Agoda which the payment will be collected by the Hotel.

Check out the video & guidelines below to find out what Hotel should do when receiving a reservation from OTAs for the payment collected by Hotel in Softinn PMS :

Steps What Hotel Should Do in PMS When Receiving Reservations from OTAs (For Booking pay Over Counter) in Softinn PMS:

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Follow the guidelines below:

Step 1 : Go to Softinn PMS

Step 2 : Select the correct property

Step 3 : Click ‘Reservation‘

Step 4 : You’ll be able to view the new booking received from OTAs. The room number will be auto-assigned for the reservation received from OTAs.

Let say the guest called Hotel and informed that she would like to make a partial payment by online transfer. After she has made the partial payment by online transfer, you will need to record the payment made by her in Softinn PMS.

Step 5 : To add the payment, click ‘Folio‘

Step 6 : Click ‘Add Payment‘

• Insert the amount that the guest has paid partially
• Select the correct Payment Method & Payment Account for Online Transfer
• Insert ‘Remark‘, if you want to
• Once done, click ‘Add Payment‘

During the check-in date, the guest paid the remaining amount in cash. This is how you should record the transaction in Softinn PMS.

Step 7 : Click ‘Add Payment‘

• Tick the Room Charges. The remaining amount will be auto reflected.
• Select the correct Payment Method & Payment Account for payment by Cash
• Once done, click ‘Add Payment‘

Step 8 : If you collect a refundable security deposit from the guest, go to ‘Security Deposit‘ tab then click ‘Collect Deposit‘ to record the payment.

The transaction journal were summarised into the Transaction Report & Sales with Collections Report, for reporting purposes.

Steps to View Transaction Report & Sales Report with Collections in Softinn PMS:

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Follow the guidelines below:

Step 1 : Click ‘Others‘ and click ‘Report‘

Step 2 : Click ‘Transaction Report‘

Step 3 : Paste the guest folio no. of the search bar

Step 4 : You’ll be able to view the transaction list for the guest reservation

Step 5 : To go to Sales Report with Collections , click ‘Others‘ and click ‘Report‘

Step 6 : Click ‘Sales Report with Collections‘

Step 7 : Paste the guest folio no. of the search bar

Step 8 : You’ll be able to view the sales report for the guest reservation. 

Hope this video helps you on how you should do when receiving a reservation from OTAs for booking pay over the counter 🙂