Bookeasy Help Manual

Payments on Itineraries

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Payments on Itineraries

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Payments on Itineraries

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There are three ways which a payment can be applied to an Itinerary;
 

Booking Staff Making Online Gateway Payment

1.Search for your itinerary in the Reservations screen

2.Click on the Edit Reservation icon (yellow folder) to the right of the itinerary to display the itinerary screen

3.Click Make Gateway Payment towards the bottom of the screen.  The Booking Centre gateway screen will pop up

4.Enter the credit card details and amount to pay into the required fields.

5.Click Make Payment to process the payment via your gateway provider.  Should the payment be declined, a message will be displayed on the screen, otherwise the screen will display the receipt details.  This screen can be printed and given to the customer if they require it.

6.Once the payment has been made, a payment record will be automatically recorded against the itinerary and the totals adjusted to reflect the balance due, if any.

 
The customer will now be emailed the CP - Reservation & Payment Confirmation automatic email to confirm their payment.

Booking Staff Applying Non-Gateway Payment

1.Search for your itinerary in the Reservations screen
 

2.Click on the Edit Reservation icon (yellow folder) to the right of the itinerary to display the itinerary screen
 

3.Process the payment from the customer i.e. via the EFTPOS machine, cash or cheque
 

4.Click Record Other Payment towards the bottom of the screen.  The Add Payment/Refund screen will display;

 

addpayment
 

5.Select the payment type from the drop down menu
 

6.Adjust the payment type if required otherwise it will default to the current day
 

7.The total amount outstanding on the itinerary will display in the Payment Amount field.  This can be adjusted if required i.e. customer making a part payment.  Ensure this payment amount is 100% correct.
 

8.The Description field is an optional, enter text if you require
 

9.Enter the receipt number from the EFTPOS docket if you require, this may assist in the end of day reconciliation
 

10.Click Save Payment (do not double click, this will result in a double payment being recorded).  A payment record will be automatically recorded against the itinerary and the totals adjusted to reflect the balance due, if any.

 

The customer will now be emailed the CP - Reservation & Payment Confirmation automatic email to confirm their payment.

 

Customer Making Online Gateway Payment

When a customer makes a booking, they are emailed the CC - Reservation Received Payment Request automatic email.  Toward the top of this email is a link: Click here to make payment.  When customers click this link they are taken to the Bookeasy Client Login screen (www.bookeasy.com.au/client) where they are asked to enter their Itinerary Number OR email address AND Client Password and click Login;

clientlogin

 

The Itinerary number will appear towards the top of the CC email and their Client Password will appear under their name on the CC email.

 

The Client Console will then open and display their reservation;

 

clientconsole

From this screen, the client can;

Click to view: their itinerary number, will open their Itinerary in a new window

See the date their booking was made, the Total of Booking, Total Paid to date and Balance Due.

Under the Action column will be instructions to either Pay in Full, Pay X% Deposit or Pay 1 Night Deposit.  This will depend on the Booking Deposit setting for the Booking Centre.

Once the customer clicks the payment button, the secure online payment gateway window will pop up (this example is showing the Bookeasy SecurePay window, however the relevant window for the Booking Centre will show);

onlinepayment

The customer simply enters their card details and clicks Make Payment to process their payment.  Once the payment has been made, a payment record will be automatically recorded against the itinerary and the totals adjusted to reflect the balance due, if any.
 

The customer will now be emailed the CP - Reservation & Payment Confirmation automatic email to confirm their payment.