How to manually add a payment or refund to the Booker Profile

Modified on Wed, 30 Oct at 4:12 PM

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This guide outlines how to record manual payments and refunds directly in the booker profile. Use this feature whenever a payment is made outside the system (such as bank transfer) or when processing a manual refund. These entries allow you to manually update the Booker Balance, which can serve as credit for future reservations or expenses. Recording these transactions ensures the booker’s balance remains accurate and up-to-date within the system.

  1. Open a reservation in the calendar and click on the booker’s name, or find the booker in the Bookers & Guests module.

  2. In the Booker Profile, click on ”View Balances below the booker’s name.

  3. Navigate to the Payment History Section.

  4. Click on the button  'Add Bank Transfer or Refund’

  5. Under the ‘Method’ dropdownselect the ‘Bank Transfer’ option to record a payment manually.

  6. Alternatively, under the ‘Method’ dropdownselect the ‘Refund’ option to log a manual refund if the booker paid too much or required a manual reimbursement.

!ALERT: This process is manual and only records payments or refunds processed outside the system (e.g., bank transfers).

  1. Enter the amount you have received or have refunded. 

  2. Click “Add Payment” to manually update the booker balance inside the Booker Profile.


GOOD TO KNOW
All manually recorded payments and refunds will appear in the Payment History section of the Balance tab and in the Balance Transfers tab.


!ALERT

  • Always verify that bank transfers and refund payments have cleared your bank account before logging them manually in the booker profile.

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