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Schedule a Recurring Charge Payment
Overview
If a guest has a payment method on file, you can schedule a payment for a future date. Recurring charges can also be set up to automatically include scheduled payments.
Schedule a One-Time Payment
To create a new scheduled payment, navigate to the reservation detail page by clicking a reservation on the reservation grid, or select a reservation from the list of reservations on the reservation search page.
Click on the Charges tab to view all charges. To add a payment for a specific charge, click the charge option button (circle with 3 dots next to the charge amount), and select New Payment.
Alternatively, you can add a payment by clicking New Payment in the top right menu bar.
Add payment to one or more chargesNext, you will see the New Payment pop-up.
You can apply a payment to multiple charges. If multiple charges are listed in the top box, check each charge you want to apply a payment to. You can apply a partial payment if you only have a single charge chosen. If you have multiple charges chosen, the payment must be for the entire sum of the charges.
Select the Schedule payment for radio button. Click the date to select the day you want to schedule the payment for. You can only schedule a payment if the guest has a payment method on file, so this option will not appear if no payment method on file.
Choose the payment method. Only the payment method on file for the guest will be available.
Last, select any notification options you desire. Check Email payment receipt to email the payment a receipt once the payment has processed. Check Email payment notification x days before to email the guest prior to the payment processing to let them know of the upcoming payment. Email templates can be customized for these emails.
Click Save to complete the payment. That is all! The payment has been scheduled, and the scheduled payment can now be seen under the applicable charges.
a successful scheduled paymentSchedule a Recurring Charge Payment
You can setup a recurring charge to automatically schedule payments when each new charge is created. On the recurring charges setup, select the 3 dots then Edit.
edit a recurring charge
Enable automatic payments
Once you check the box to automatically schedule payments, you will see two more options: you may choose to send email notifications for the upcoming scheduled payment and you may choose the date the scheduled payment will occur each month.
options on a recurring charges automatically scheduled payments
After selecting your desired options, click Save. You and your guest no longer have to remember completing a payment each month for this recurring charge!
For more on recurring charges, see: Create and Manage Recurring Charges.
Edit a Scheduled Payment
To edit a scheduled payment, delete the current scheduled payment and then make a new scheduled payment reflecting the necessary changes. Keep reading the next section for directions to delete then scroll back to the top for directions to make a new scheduled payment.
Delete a Scheduled Payment
A few examples for deleting a scheduled payment are: a guest needs to change the payment method on file for the future payment, a guest cancels one unit of a multi-unit reservation, or a charge price needs to be lowered but the scheduled payment shows the charge paid in full.
To delete a scheduled payment, click the payment's Options dropdown then click Delete.
