Payment Schedules

Perhaps this exists so please inform me if so! I have many guests who are on payment plans and who also pay by check (yes, they and I remain old-fashioned in that regard!). I would love to be able to capture their payment plans, including due dates and amounts due, so I can more easily track it using OwnerRez reports (as these would be fields I could download to Excel).

The only way I see to schedule a payment now is if the guest is paying by credit card AND that credit card info is on file. As noted above, not all my guests pay by credit card and not all use Stripe (I've had several who insist on PayPal because they already have PayPal accounts - so I don't receive their cc info).

Thanks for any insights!

Jackie N.

Wow, that's an old one!

So there's way to automatically set up a payment schedule with more than two payments yet. But you can do it manually after the booking has been made if, like Jackie said, it's a credit card booking.

To do that, set up the quote for the first payment. The second payment referred to in the quote will be the final payment for remaining balance due. Then once the booking has been created, go to the Transactions tab and schedule the additional charges.

Yep, it will be an option in future.

And you can apply payments at any time -- they don't have to be scheduled. For payments like checks that are handled outside of OwnerRez, go to the Transactions tab of the booking, click the Payment menu, and do a Record Payment.