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

Click into the customer enquiry details and click on the tab Payments. Here you can keep a log of the payments made by the customer - deposits/pre-order payments, etc.

Firstly select the ‘Type,’ which in this case will be ‘Other Payment’.

You can select the method of payment i.e. PDQ, cash, cheque, BACs, Gift Voucher etc

You can select the Date Paid, the Amount taken, make 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. 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 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. 

    

Enquiries Page FAQs

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

Feedback and Knowledge Base