Payment Schedules
Jackie N
Registered: 9/6/16
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Payment Schedules
Jan 16, 2017 3:45 PM
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). |
Dennis Duff
Registered: 4/10/17
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Re: Payment Schedules
Mar 26, 2018 1:37 AM
Hi Jackie, Did you ever receive an answer to this question? I have the same one. A guest wanting to do a payment schedule while I only see a way to allow for 2 payments (the deposit + balance due). Would LOVE to know the solution. |
Chris Hynes
Registered: 10/19/12
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Re: Payment Schedules
Mar 26, 2018 6:59 AM
Wow, that's an old one! |
Chris B
Registered: 4/26/18
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Re: Payment Schedules
Apr 28, 2018 9:35 AM
Will this be an option in the future? Most of my guests use checks. Is there a way to apply the payments they send me? We have been requiring a 15% deposit and the security fee at the initial booking, then people just send us payments as long as they have everything paid 6 weeks in advance of arrival. Sorry if I’m asking something I haven’t seen yet. I’m on my trial and just setting everything up. |
Chris Hynes
Registered: 10/19/12
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Re: Payment Schedules
May 1, 2018 6:55 PM
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. |
Jom and Monica
Registered: 3/8/18
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Re: Payment Schedules
Oct 18, 2018 1:30 PM
Do you know yet when the ability to have more than 2 scheduled payments will be available? |
Chris Hynes
Registered: 10/19/12
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Re: Payment Schedules
Oct 21, 2018 10:07 AM
No ETA yet for offline payments. You can already go and schedule any number of credit card payments on a booking. |
Jom and Monica
Registered: 3/8/18
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Re: Payment Schedules
Oct 21, 2018 1:15 PM
Hmmm. I must have misunderstood this thread. I'm looking to be able to set a policy of 3 payments for all bookings. If > 60 days before check in $350. (I get people booking months and months in advance.) |
Paul W
Registered: 6/9/09
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Re: Payment Schedules
Oct 22, 2018 8:20 AM
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. |
Tim K
Registered: 7/8/17
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Re: Payment Schedules
Oct 23, 2018 9:20 AM
Paul, (I'm trying to move more of my questions to the forum so that I can keep track of what I have already asked!!!... and for the benefit of other users) Tim |
Chris Hynes
Registered: 10/19/12
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Re: Payment Schedules
Oct 25, 2018 12:27 AM
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. |
Tim K
Registered: 7/8/17
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Re: Payment Schedules
Oct 25, 2018 8:56 AM
Understood. I think if payment v1 just gives us the option to select N number of payments, and choose a flat $ amount or "% of balance" for each, and "balance remaining" for the last, and due dates for each that would be a good start. Thanks Tim |
Chris Hynes
Registered: 10/19/12
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Re: Payment Schedules
Oct 26, 2018 6:52 AM
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. |
Tim K
Registered: 7/8/17
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Re: Payment Schedules
Oct 26, 2018 10:34 AM
Well now that you've rolled out your channel integrations I'm sure you'll have the new payments up and running by next week! ;) |