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1.7 Payments

This page is a list of all the details of all the payments that are made in the system. An item is added to this list when a reservation reaches step 6 in the process and a payment is made.

Where can I find this page?

This page is located under the Car Rental menu, highlighted in dark blue in the picture below.

payments

Clicking on any one of the reservation numbers will redirect you to the reservation that it came from that you can use to continue the payment process in the reservation. The list is also useful for when you need to check the status of some payment.

Payment Requests

This is the blue “Payment Requests” button on the top right of the page. When you click on the button, it will redirect you to the payment request page where you can learn more about in this link here.

 

In this page, you can also create, save and delete filters, view more rows in one page and also view more details and sort them. You can also export your data into an excel file. To learn how to do so, follow these links:

 

How to make manual payments?

By default, a reservation cannot be closed until the outstanding balance is 0. This, of course, can be changed. There are two places in which you can make a payment. It is in Step 6 (Payments) and in Step 9 (Return).

In Step 6 (Payments), click on the blue “Add Offline Payment” button highlighted in orange in the picture below.

 

Once you have clicked on the button, a new window will appear. Here, make sure that the payment type is “Payment” and then enter the details of the payment such as the payment method, status, date, and reference. You can also select whether to send an email to the customer or not. Once you have finished entering the details, click on the blue “Save” button highlighted in orange in the picture below.

 

In Step 9 (Returns), click on the blue “Add Offline Payments” below the “Return Information” section highlighted in orange in the picture below.

 

Once you have clicked on the button, a new window will appear like in the picture below.

Here, make sure that the payment type is “Payment” and then enter the details of the payment such as the payment method, status, date, and reference. You can also select whether to send an email to the customer or not. Once you have finished entering the details, click on the blue “Save” button highlighted in orange in the picture above.

 

How to delete a payment?

There are two places where you can delete the payment made, the first is in Step 6 (Payments) and the second is in Step 9 (Return).

In Step 6 (Payments), click on the payment number of the payment you would like to delete, highlighted in orange in the picture below.

After you have clicked on the number, a new window will appear. Here, click on the red “Delete” button highlighted in orange in the picture below to delete the payment.

 

In Step 9, click on the payment number of the payment you would like to delete, highlighted in orange in the picture below.

 

After you have clicked on the number, a new window will appear. Here, click on the red “Delete” button highlighted in orange in the picture below to delete the payment.

 

To learn how to add security deposits into the system, click on this link here. For refunds, click here.

 

Authorization

This is how you would register payments that are used for security deposits. These payments then can be refunded or used after the rental ends.