When a transaction is purchased as a deposit-only or partial payment, there will be an outstanding balance. There are several options to collect an outstanding balance:
Charge an outstanding balance
- From Transactions Details Page: Actions > Charge Outstanding Balance. How to access the transaction details page:
- Dashboard > Click booking on calendar > Details
- Check In > Actions > Details
- Transaction > Search > Actions > Details
- From Check In: Actions > Charge Outstanding Balance
- From Transaction: Search > Actions > Details
Send an email to customer to collect outstanding balance
- Create new email template: Use variable [Transaction: Pay Outstanding Balance Link]
- To send manually: Template type "User Driven"
- To send automatically: Template type "Pre Activity or "Post Purchase"
- Send canned outstanding balance email options: Dashboard > Click booking on calendar > Send communication > Select email template