How does a customer pay their balance?

How does a customer pay their outstanding balance?

For facilities using external payment processors:

You will need to record the payment for the outstanding balance on behalf of the customer. So you will first need to reach out to them and collect the payment. Don’t forget you can mass invoice emails to reach out to your customers. For more information on invoicing, click here. Once you have collected the payment, follow these steps:

1. Navigate to the customer’s profile
2. Past outstanding balances in the top right-hand side of the screen – click the blue highlighted dollar amount. This will take you to the Customer Balance Owing page, listing all invoices with outstanding balances.
3. Click the blue highlighted $ to accept the payment for the invoice
4. The payment amount will automatically pull the amount owing for the invoice (you can make a mass payment for more than one invoice, if applicable)
    
5. Fill in the other payment fields as required
6. Accept Payment.

Using the Outstanding Balances reports, you can access the list of customers with outstanding balances. Reports > Financial Heading > Outstanding Balances. You can record the payment from the report by clicking the blue highlighted $ beside the appropriate invoices.

For facilities using an integrated payment processor:

You can choose whether to allow customers to pay for their outstanding balances from their personal profile or if they must go through your administration. 

To enable customers to pay their outstanding balances from the customer portal:

1. Settings 
2. Online Payment Settings 
3. Allow customers to pay online for booked reservations
4. Select Yes
5. Save 
6. Settings 
7. General Settings 
8. “When customers view their total ‘Balance Owing’ include” check mark what is included as the Balance owing (Past balance, current reservations, future reservations)
9. Show Customer’s Total “Balance Owing” after they log in (Optional to make it easier for the client to see their outstanding balances)
   
10. Select Yes
11. Save

Once you have enabled the customers to pay for their booked reservations, they can pay from their customer portal. 

If you have emailed the invoice, payment for your customer is very straightforward. The email invoice will include a link to log into their account. Once they have logged in, it will take them directly to the invoice in question, where they can click the “Make a payment” button. You will receive a payment notification on your dashboard notifications, and an email to your facility (Optional: Settings > Company profile > Send email notifications to:).

Without the email, customers can log in and see the balance owed right from the home page (optional). 

Or they can view the balance owing by navigating to their booking history or by going to their “My Account” > “Balance Owing”.