Adding a New Reservation Payment¶

This guide will show you how to add a new reservation payment.

Payment Types¶

There are three types of payments that can be added to a reservation:

Offline/Manual Payments¶

These payments, such as cash, debit, or e-transfer, do not require a payment gateway. They are manually recorded in the system to track external payment methods.

Online Stripe Payments¶

These payments are processed through the Stripe payment gateway, a secure method that allows clients to pay online or store their credit card details for automatic processing.

Terminal Reader Payments¶

These payments are processed in person using a terminal reader, allowing clients to pay via tap-and-go, chip and PIN, or swipe.

Step 1: Adding a New Payment¶

There are two ways to add a payment to a reservation:
- From the Grid View
- When Editing a Reservation

Adding a Payment from the Grid View¶

Hover over the three vertical dots beside the outstanding balance.
Click on New Payment from the menu.

Adding a Payment from a Reservation¶

Edit the reservation by double-clicking on it.
Scroll down and click the Plus (+) icon beside Payment.

Step 2: Selecting a Payment Method¶

Once on the Payment window.
Choose the payment method(s) to add.
Enter the payment amounts in the text boxes.
Click the yellow arrow button beside the text box to copy the full outstanding amount (optional).
Click the Payment button (located in the top-right or bottom-left corner of the screen).

Step 3: Payment Confirmation¶

Once the payment is added, a confirmation window will appear.
Click OK to return to the reservation.

Payment Methods in Detail¶

Offline/Manual Payments¶

📌 Note: These payments are not processed through a payment gateway; they are simply recorded for tracking purposes.

The following payment types can be added as offline payments:
- Debit
- Cash
- Visa
- Cheque
- Mastercard
- Amex
- E-Transfer

Online Stripe Payments¶

📌 Note: These payments are securely processed via the Stripe payment gateway, allowing clients to pay online or store a credit card for future payments.

In the payment window, locate the Online Payments section.
If Stripe is enabled, you will see an option to add a new payment.
If a client has a credit card on file, select it from the dropdown list.
Enter the payment amount and click Payment.

Terminal Reader Payments¶

📌 Note: These payments are securely processed through a terminal reader, allowing in-person transactions via tap-and-go, chip and PIN, or swipe.

In the payment window, locate the Terminal Payments section.
If a terminal reader is enabled, select the terminal you want to use.
- Ensure your terminal reader is connected and ready to process payments.
- If you have multiple terminals, select the one you want to use.
- If you are waiting for your terminal to connect, click Refresh to update the list.
Then enter the payment amount and click Payment.
A popup window will appear prompting you to follow the terminal reader instructions.
On the terminal reader, follow the instructions to complete the transaction.
Once the transaction is complete, the payment will be recorded in the system.