Payments are applied to the Folio in two ways. - Automatically through an online booking as a deposit or prepayment.
- Manually added by User through the Add Payment in the Folio.
To add a payment to a Folio, follow these steps: - Choose Payment Type: Payment Types are set up in SETUP|PARAMETERS|RECEIPT TYPES. See Receipt Types. There are two receipt types that require extra steps. Credit Card and Direct Bill Payments. See below.
- Description: The description entered for the Receipt Type will automatically fill in here. It can be edited or you can enter a new description.
- Amount: The amount due in the Folio Balance will automatically appear here. This can be edited.
- Folio: Choose the Folio which you would like to apply payment.
- Click Apply Payment and the transaction will appear in the Folio and be calculated in the Booking Header income and folio fields.
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