(Will be blank if payment status is not received)
Form of Payment
Cash (manually added by users)
Cheque (manually added by users)
Credit Card (accepted cards are defined upon setup)
Booking Record (Traveler Payment) or Inventory Record (Vendor Payment)
You can create a Transaction for many types of payments. Including, a cash payment or cheque payment to a booking record on a trip.
Open the Trip Record that the Booking Record is on
Scroll to the
Bookings module and click on the Booking Record you want to add the transaction to
Payments module, click on
Complete the fields and click
Cleared - transaction was completed successfully
Pending - transaction is awaiting completion
Not Received - transaction was unsuccessful
Vendor Commission - commission paid from supplier
Vendor Payment - payment made to supplier
Upcoming - scheduled payment in the future
Custom Payment - payment that deviates from the Periodic Payment Schedule (may come from the Trip Record's Payment Schedule or be added to individual booking record)
Periodic Payment - payment that is generated from the Trip Record's Payment Schedule
Extra Payment - payment that does not impact payment schedule but counts towards final trip balance (usually for additional purchases such as insurance or add on's)
Deposit - first payment on a trip
Balance - last payment on trip. This is the remainder of what is owed on the trip
Refund - funds returned to the original form of payment
When a customer is viewing their bank statement and does not recognize a charge, they have the option of telling their bank that this is (mistakingly) a charge they did not approve. This allows the bank to reverse the transaction and take the money back from the supplier (your company).
Monitor your Stripe account to keep track of chargebacks / disputes.
Open the booking record the transaction is associated with
If the transaction was successful, it will show as Cleared on the booking.
Add a note to the booking record with the Stripe link
Ensure you have a process in place with your Customer Service team to follow up with these bookings.
Some transactions may take up to 24-48 hours to appear on a travelers booking record and/or My Profile, however, most transactions show up within a few moments. Your traveler should also get an email confirmation of their transaction.
If the traveler cannot see their transaction after 48 hours, please contact us via Intercom with the Booking Record and expected transaction details.