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.

No ETA yet for offline payments. You can already go and schedule any number of credit card payments on a booking.

Hi Jon and Monica,

Yes, that's exactly the type of multi-payment schedule we have in mind (not done yet but on the list). You'll be able to set up more than 2 times (currently it's hardcoded to 2) and then specify options like you just laid out - flat amount, % of total, % of remaining, etc. We've been tied up a lot this year with triggers, channels, QB and other things so we've gotten behind on payment schedules but it's coming.

That's some good info to have for sure. We haven't gotten to that level of detail yet, but we'll factor that in.

There may be some of these advanced scenarios like paying different types of things at different dates or multiple schedules depending on days in advance that aren't automatic in that first version of payment schedules. But we will definitely be solving this on a quote by quote basis in v1 -- even if you can't get set up a rule to cover a scenario for instant book, you will be able to set up the payments exactly how you want on a quote before you send it (as opposed to being limited to 2 like it is now).

Yep, we're trying to nudge more questions over here on the forums as well -- it's a great knowledge base for everyone.

Yep, we'll have that for sure in the v1. What we're trying to do is get a good generic base that doesn't paint us into a corner, something we can build on with additional logic as we see the more detailed use cases.