Process a payment

Open the reservation
Tap Take payment
Navigate to the Process tab
Under Payment details, enter the guest’s payment details
Enter the amount to be charged
Optional:
1. Add a payment note: Toggle Add note
2. Mark payment as deposit
3. Apply surcharge
4. Email copy of invoice
Tap Review to check payment details
Tap Charge

Create and send a payment request

Open the reservation
Tap Take payment
Navigate to the Request tab
Complete the required fields
1. Reservation ID/Reference ID
2. Guest name
3. Amount
4. Reason for payment request
5. Guest message
Choose your sharing method:
1. Email: Sends request via email
2. SMS: Open your SMS application with the payment link
3. Link: Share payment request via any application
Tap Send request for [amount]

Open the reservation
Tap Take payment
Navigate to the Record tab
Under Payment details, enter the amount to record
Select the payment date
Choose payment type and complete required fields
Optional:
1. Add a payment note: Toggle Add not
2. Mark payment as deposit
3. Apply surcharge
4. Email copy of invoice
Check the Total amount and, if applicable, make sure it includes any necessary surcharges and/or fees
Tap Review to check payment details
Tap Record [amount]