Reservation Credit

Reservation credits allow you to assign a credit to a specific reservation which can be applied as a payment toward a future charge. This is a great way to compensate a guest for an issue during their stay, or a great way to avoid refunding a credit card payment and paying unnecessary fees.

A credit can be assigned to a specific reservation or a specific guest, and can be transferred between the two. Credits assigned to a guest can automatically be used to pay when they make a new reservation through the reservation portal.

Adding or deleting credit on a reservation

To add a reservation credit to a reservation, just go to any reservation and click the Charges tab. On the summary pane at the top, you will see the amount of available reservation credit as shown below.

Available reservation credit as shown on the Charges tab

Click the gray reservation credit button to edit the amount of available credit.

Edit the amount of available reservation credit

Enter whether you want to increase (add more credit) or decrease (take away credit), then enter the amount you would like to add or take out. For example, if the credit available is $50 and I now want them to have $100, I would click "Increase" then enter "50" in the box. This will add $50. Vice versa, if they have $50 and now I want to make them show $0, I would click "Decrease" then enter "50". This will subtract the amount entered. Click Update when done. You will now see the amount of available credit in green.

Available reservation credit will be green when credit is available

This reservation now has credit available that can be used to make a payment.

Using reservation credit

To use reservation credit, click Add Payment to add a payment to an unpaid charge, and select Reservation Credit as the payment method. This option will only appear if the reservation has available credit to use. The payment amount cannot be higher than the amount of credit available.

Making a payment with available reservation credit

Once you click Save, you will then see the payment listed with the payment method of Reservation Credit.

Payment made with reservation credit

Adding credit to a guest for later use

If a guest will not be able to use the credit on their current reservation, you can transfer the reservation credit to the guest so it can be used on a future reservation. Just click the Guest tab, and click Transfer reservation credit to guest.

Transfer the reservation credit to the guest for use on a later reservation

You will then see the amount of credit is attached to the guest, and there will no longer be any credit available for the reservation. If a credit is available for the guest and you want to use it on the current reservation, click Transfer guest credit to reservation.

Transfer guest credit to the current reservation

This will remove the credit from the guest and add it to the reservation so it can be used as a payment method.

You can also add credit directly to a guest by editing the guest. You can edit a guest from the Guest tab of a reservation by clicking Edit guest. You can also search for and edit a guest by clicking the Search Guests menu item under the Guests section of the main menu.

View guest credit to be used for future reservations

If a guest has available credit and they make a new reservation from the reservation portal, their available credit will be used as a payment method before their credit card will be charged for the deposit due.

For example, if a guest has $10 in reservation credit available and they make a new reservation in which they owe a $50 deposit, the $10 will be used and their credit card will be charged for the remaining $40 balance.

To update guest credit manually, from guest page click on the Reservation Credit tab

Update guest credit 

Here you can proceed to update the guest credit using the same Increase/Decrease method as described above. Hit Save when all fields are filled out correctly.