To record a payment made outside of Collins, like a bank transfer or a card payment:
Click into the customer's enquiry/booking > then click on the Payments tab.
Firstly from the ‘Type’ drop-down, select ‘Other Payment’
You can select the method of payment i.e. PDQ, cash, cheque, BACs, Gift Voucher etc
Add the Amount taken, choose the date it was taken on and make any relevant Notes (a reference of what the payment was for, these notes will show on the Function / Run sheet i.e. Deposit paid - to be used as bar tab on the night).
You can opt to send an Email Receipt to provide confirmation of the payment taken for the customers’ records (see screenshot further down of an example email)
Click ADD PAYMENT
Make sure to SAVE the booking/enquiry
The payment record will be added like in the example below:
If EMAIL RECEIPT was ticked, when adding a payment, the customer will receive the below email to confirm receipt of payment.
Once you have added and saved an 'other payment', you then have the option to Refund the payment. When refunding, you have the option to partially refund and also add a note to the refund.
Please note this will not actually refund, but is a way to record a refund given outside of Collins.
*For auto-confirm bookings only*
If you collect card details/payments when processing auto-confirm bookings, the confirmation of card details being taken will appear in the Payments section with a note stating, 'Completed at time of booking.' For authenticated cards, will also see a "Claim" box where you can claim money from your customers for a no-show or late cancellation, according to your policies.
To see a video tutorial on ‘Other Payments’, please click here.