Instead of paying the full balance of a reservation, a partial payment can be collected when creating the booking or in the point of sale. This is a great way to handle deposits, where a guest pays only a portion of the price to hold a site.
How to Take a Partial Payment for a Reservation
If a guest wants to pay only part of their balance you can easily collect a partial payment when creating a reservation or after it has already been created.
This article will walk you through:
- Taking a partial payment while creating a reservation
- Taking a partial payment on an existing reservation
- Understanding how partial payments display on the calendar
- Viewing remaining balances
Option 1: Take a Partial Payment While Creating a Reservation
Use this option if you're booking the reservation and collecting a partial payment at the same time.
Step 1: Create the Reservation
- Go to your Reservations Calendar
- Click on the desired site and dates
- Enter the guest information
- Click Next to continue to the payment screen
Step 2: Select “Take Partial Payment”
On the payment screen:
- Look on the left-hand side
- Click the option labeled Take Partial Payment
- An amount field will appear
- Enter the amount you want to collect (example: $150)
You will now see:
- The amount being collected
- The total reservation amount
Step 3: Choose a Payment Method
Complete the reservation using any available payment method:
- Paid Offline (cash, check, etc.)
- Credit Card
- Invoice
Click Create Reservation once finished.
How Partial Payments Appear on the Calendar
After saving:
- Dark Green = Amount Paid
- Light Green = Remaining Balance Due
This makes it easy to quickly see which reservations still owe money.
Option 2: Take a Partial Payment on an Existing Reservation
This option is helpful if:
- A guest calls to make a payment after booking
- You created an unpaid reservation
- A guest plans to pay part now and part later
- A guest is paying upon arrival
Step 1: Create an Unpaid Reservation (If Needed)
If the guest plans to pay later:
- Create the reservation
- Leave it unpaid
It will appear as light green on your calendar (indicating unpaid balance).
Step 2: Click “Pay Now”
- Click on the reservation from the calendar
- In the slide-out panel, scroll down
- Click Pay Now
This opens the Point of Sale screen.
Step 3: Select “Take Partial Payment”
Inside the Point of Sale:
- Click Take Partial Payment
- Enter the amount to collect
- Choose the payment method (offline, invoice, or credit card)
- Complete the transaction
After processing:
- Exit the slide-over panel
- Refresh your page if needed
- You’ll now see dark green (paid portion) and light green (remaining balance)
How to View Payment Details
To check what has been paid and what is still owed:
- Click on the reservation
- Scroll to the Payment Details section
- You will see:
- Amount paid
- Remaining balance due
You're all set to start accepting partial payments with confidence!
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