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      Charge POS Transaction to a Reservation

      Point of sale transactions can be charged to a reservation. This article covers the steps how to do so.

      Last Updated: August 8, 2024

      Link to Feature: There is no direct link, but you can search reservations here. 

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      Overview

      Steps to Take

      Managing the Transaction

      Overview

      If a guest wants to buy something from your camp store but does not have money on them to pay, you can charge the transaction to their reservation. If a guest does not have a reservation, you can also charge a POS transaction to a guest.

      Charging to a Reservation

      Once you have created a new point-of-sale transaction and added the items, click the Other Options button and then click Charge to Reservation to charge the transaction to their reservation. You can add partial payments first if you desire to.

      CS-Firefly-KB-POS-Charge-to-Reservation-button-1Charge the transaction to a reservation

      You will then see an options dialog where you can choose which reservation to charge the transaction to. You can also select a due date for the payment.

      CS-Firefly-KB-POS-Charge-charge-to-reservation-optionsOptions dialog to charge POS transaction to a reservation

      Once the reservation is selected and the due date is set, click Select to finish. You will now see the details of the charged reservation. You can click the unit name in the details to go to that reservation.

      CS-Firefly-KB-POS-Charge-charged-reservation-infoCharged reservation details

      Managing the charged transactions

      Once on the reservation detail page for the charged reservation, you will see a list of all point-of-sale transactions that have been charged to that reservation.

      CS-Firefly-KB-POS-Charge-Charged-pos-transactionsPoint-of-Sale transactions charged to a reservation

      To process a payment for a transaction using the payment method on file for the reservation, open the options menu (circle with 3 dots) and click Pay using payment method on file. If there is no payment method on file, you can click Add Payment and you will be navigated to the transaction where you can add a payment.

      CS-Firefly-KB-POS-Charge-Pay-using-method-on-filePay POS transaction using payment method on file

      If there are multiple unpaid transactions, click the Options button on the top right of the Charged POS Transactions section, and click Pay all using method on file.

      POS transactions that have been charged to a reservation can be included on an invoice and can also be paid through the guest portal.

      Any transactions that are overdue will be indicated and the guest will automatically receive an overdue notice.

      CS-Firefly-KB-POS-Charge-overdue-transactionOverdue POS transaction

      Related email templates can be customized like all other templates and can be found under the POS section of the Email Templates page.

       

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