Within a Booking/Enquiry - 'Other Payment' - Recording payments not made using Collins Pay

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.

  

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*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.  


Enquiries Page FAQs

  1. TRAINING VIDEOS - your Enquiries page
  2. Collins Dashboard - Overview
  3. Collins Dashboard - Internal team notifications
  4. Enquiries Page - Enquiry List
  5. Enquiries Page - How can I see my Confirmed bookings?
  6. Enquiries Page - Sorting enquiries & bookings
  7. Enquiries Page - Booking Status Explained
  8. Enquiries Page - What does it mean to 'Take' an enquiry?
  9. Enquiries Page - Manually adding new enquiries
  10. Enquiries Page - Assigned to me/Assigned to anyone
  11. Enquiries Page - Search Bar
  12. Enquiries Page - Filtering enquiries & bookings
  13. Enquiries Page - How to use the filter tool [VIDEO]
  14. Enquiries Page - Download button
  15. Enquiries Page - CSV Download
  16. Enquiries Page - Downloading Large Enquiry Data Downloads
  17. Enquiries Page - Finding out which bookings were a 'No Show'
  18. Enquiries Page - Find a colleague's 'In Progress' enquiries
  19. Enquiries Page - Notification Centre Explained
  20. Enquiries Page - Keeping your Notification Centre up to date
  21. Enquiries Page - Notification Centre Explained [VIDEO]
  22. Enquiries Page - Email bounced notification
  23. Enquiries Page - Where do I see any 'Special Requests' a customer made when making an auto-confirm booking?
  24. Enquiries Page - Sent Messages
  25. Enquiries Page - How to Mass Reject Bookings
  26. Within a Booking/Enqiury - The DMN Reference Number
  27. Within a Booking/Enquiry - Customer Details
  28. Within a Booking/Enquiry - Saving a booking/enquiry
  29. Within a Booking/Enquiry - Can I manually enter a booking in 1 minute intervals? I.e. 19:04
  30. Within a Booking/Enquiry - Why can I only see the booking details and not the customer details for this booking?
  31. Within a Booking/Enquiry - Tag a booking with a Source (3rd Party, Over The Phone, From Email etc...)
  32. Within a Booking/Enquiry - Booking Details
  33. Within a Booking/Enquiry - Booking details tab [VIDEO]
  34. Within a Booking/Enquiry - Default Duration
  35. Within a Booking/Enquiry - Booking Prompts
  36. Within a Booking/Enquiry - Additional Details
  37. Within a Booking/Enquiry - Commission Box
  38. Within a Booking/Enquiry - Set Up Requirements
  39. Within a Booking/Enquiry - Booking Set Up Requirements [VIDEO]
  40. Within a Booking/Enquiry - Assign to Areas
  41. Within a Booking/Enquiry - Area Search/Smart Space Finder
  42. Within a Booking/Enquiry - Area Search/Smart Space Finder [VIDEO]
  43. Within a Booking/Enquiry - Adding internal or run sheet notes to a booking
  44. Within a Booking/Enquiry - Adding internal or run sheet notes to a booking [VIDEO]
  45. Within a Booking/Enquiry - Adding packages/pre-orders & minimum spends to a booking
  46. Within a Booking/Enquiry - Adding packages/pre-orders & minimum spends to a booking [VIDEO]
  47. Within a Booking/Enquiry - Allocating a seat number to your customer orders
  48. Within a Booking/Enquiry - 'Other Payment' - Recording payments not made using Collins Pay
  49. Within a Booking/Enquiry - Card Authentication and Other Payments [VIDEO]
  50. Within a Booking/Enqiury - Adding a minimum spend
  51. Within a Booking/Enquiry - Invoice/VAT Receipt
  52. Within a Booking/Enquiry - Invoices [VIDEO]
  53. Within a Booking/Enquiry - Sending emails to your customers
  54. Within a Booking/Enquiry - Sending attachments in emails
  55. Within a Booking/ Enquiry - Sending emails to your customers [VIDEO]
  56. Within a Booking/Enquiry - Stopping a follow-up email being sent to an individual booking
  57. Within a Booking/Enquiry - Remove customer requests from confirmation emails
  58. Within a Booking/Enquiry - Booking History
  59. Within a Booking/Enquiry - Booking History [VIDEO]
  60. Within a Booking/Enquiry - PRINT button (function sheets)
  61. Within a Booking Enquiry - Formatting Pre-orders on your Function Sheet
  62. Within a Booking/Enquiry - PRINT Button/Function Sheet (Dietary Requirements and Order Comments)
  63. Within a Booking/Enquiry - Duplicating/copying a booking once
  64. Within a Booking/Enquiry - Adding Bookings to Multiple Dates
  65. Within a Booking/Enquiry - Sections explained
  66. Within a Booking/Enquiry - Compiling and Sending a Contract
  67. Within a Booking/Enquiry - Contracts [VIDEO]
  68. Within a Booking/Enquiry - The importance of using Labels
  69. Within a Booking/Enquiry - Set yourself a reminder
  70. Within a Booking/Enquiry - Adding an Actual Spend/Guest Amount after the booking has taken place
  71. Within a Booking/Enquiry - Find a Customer
  72. Within a Booking/Enquiry - Customer Profile
  73. Within a Booking/Enquiry - Has the customer signed up to your newsletter?
  74. Within a Booking/Enquiry - How to update a customers marketing permission
  75. Within a Booking/ Enquiry- How to delete a booking/enquiry

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