Introducing the Simplified Payment Flow
We are excited to introduce a new Simplified Payment Flow, designed to make payment collection more transparent, faster, and flexible for your team. This enhancement improves how payments are collected, recorded, and managed across both individual reservations and group bookings while keeping the overall experience intuitive and easy to use.
What’s New?
What’s New?
The updated flow brings several key improvements:
Clear payment options:
Process with Integrated Gateway
Record Only
Improved payment screen:
Cleaner interface
Reduced navigation steps
Enhanced capabilities:
Remote collections via Payment Links
POS terminal payment support
Credit card saving and pre-authorization
System enhancements:
Automatic generation of receipt numbers for all payments
How the Simplified Payment Flow Works
The system now organizes payments into two clearly defined options:
Process with Integrated Gateway
The system initiates and completes the payment through your connected payment gateway.Record Only
Used to manually record payments such as cash or offline transactions.
Detailed Payment Flow
For every payment, users can choose between:
Process with Integrated Gateway
(Applicable when a payment gateway is integrated and used for transaction processing)Record Only
(Used to log manual payment entries directly into the system)
How to Access the Payment Page
There are three ways to reach the Add Payment screen. Use whichever suits the moment:
- 1
While Making a New BookingWhen creating a new reservation, payment options are presented as part of the booking flow. You can collect or record a payment right at the time of booking without needing to navigate anywhere separately
- 2
From an Existing ReservationOpen the reservation → Click More Options (top right) → Select Add Payment.Use this when a guest is already booked, and you want to collect an advance, top-up, or outstanding payment at any point during their stay.
- 3
From Folio Operations Open the reservation → Click on Edit Reservation → Go to Folio Operations → Select Add Payment.Use this when you are already working inside the guest folio reviewing charges, posting extra charges, or reconciling and want to add a payment without leaving that screen.
