Turning a scheduled payment into a recorded payment

When a guest pays you before the scheduled payment automation, edit the scheduled payment to record the amount received following the steps below. You can also charge the balance immediately if needed.

If the amount received is less than the amount due, or if the reservation total changes in the future, manually adjust additional scheduled payments to ensure the correct balance is collected.

Edit a scheduled payment to record payment received

Follow these steps to record a payment you've already received.

Step by step:

1. Sign in to your Guesty account.
2. In the top navigation bar, click the mode selector and select Operations mode.
3. In the top menu, click Reservations.
4. Click the relevant reservation.
5. In the gray banner at the top-right corner, click Balance Due. 
6. Under "Payments", click Edit payment to the right of the next scheduled payment. 
7. In the pop-up:
   1. If you collected a lower amount, edit the amount shown. (See the next section for additional steps to collect the remaining balance.)
   2. Select the date the payment was received.
   3. Under "Payment method", select Recorded payment.
   4. From the dropdown menu, select the type of payment, for example cash or check.

8. Click Record now.

   

No balance left: Cancel future scheduled payments

If the guest pays in full and there is no remaining balance due, cancel the remaining scheduled payments.

1. Click and select Cancel payment to the right of the relevant payment.
2. Click Yes, cancel payment.

Balance remaining: Edit next payment or charge immediately

When the the balance due changes on the reservation, payments that were already scheduled don't update automatically. Edit future scheduled payments if the first scheduled amount was underpaid, or if changes are made to the reservation that increases or decreases the balance due.

To collect the accurate amount due, either edit the next scheduled payment or charge the balance immediately. 

For example:

• The guest paid $5000 via bank transfer.
• The remaining balance due for the reservation is $9,555.56.
• There is a scheduled payment for $7,277.78.

Update the amount of the scheduled payment to avoid undercharging the guest. Alternatively, add a payment to cover the difference.

Edit an upcoming scheduled payment

This option can be used to increase or decrease the amount to charge.

1. Click Edit payment on the next scheduled payment. 

2. Change the amount to the Amount to collect shown in the pop-up. 

   Note:

   Don't change any other fields. The date and payment method (guest's credit card) remain the same for automatic processing.

3. Click Save.

Example 1: Scheduled amount is less than the balance due:

Example 2: Scheduled amount is more than the balance due:

Charge balance immediately

To charge the guest before the next scheduled payment:

1. Click New payment.
2. Change the amount if needed. The maximum amount to collect equals the balance due. 
3. Click Charge now.