WebReserv User Guide

Viewing Reservation Payments

Viewing Reservation Payments

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Viewing Reservation Payments

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Now that you have set up your payment methods and decided on the options, you will want to know how to see if payment has been made on your reservations.  This section will discuss how to manage the payments you receive in the system.

 

Checking payments on an existing reservation

 

To view your current reservations and see what payments have been made, go to Frontdesk - Reservations - Find Reservation. Here you can search for a reservation and check what payments have been made and if there is balance.  Click View to see all the reservations in the system.

 

find a reservation

Finding a reservation

 

In the Search Results, click on the Reservation ID to view the details of that specific reservation.

 

find a reservation - search results

Search Results

 

The Reservation page will show the details of the payment and an outstanding balance on the reservation.

 

Reservation Rate Details

Reservation Rate Details

 

 

You can view the payment information by clicking on View Payments in the Rate Details or in the Payment Information section of the reservation. You will be able to see payment history and make additional payments.

 

Reservation payment Information

Reservation payment Information

 

Finding reservations with a balance

 

You are able to narrow your search and find reservations that have a balance.  Go to Frontdesk - Reservations - Find Reservation. In the Balance field, choose Outstanding Balance from the drop down menu.  All reservations in the system with an outstanding balance will display.  Click on the Reservation ID to view.

 

find a reservation with outstanding balance

Find a Reservation with an Outstanding Balance

 

outstanding balance view

List of Reservations with an Outstanding Balance

 

Viewing balances in the reservation report

 

You can also run a report to have a list of all reservations with an outstanding balance.  Go to Frontdesk - Reports - Reservations. You can specify a product, date range, status, and order. You have the option to view the report in HTML (will open up another browser window) or CSV file (gives you the ability to save to a folder on your computer).  The report shows all reservations made within the date rate you specified, total amount of reservation, amount paid, and balance.  See example below.

 

Reservation Report

Reservation Report

 


For more information. . .

 

Making Additional Payments on a Reservation

 

ePay Virtual Terminal

 

Transaction History

 

Refunding Customers

 

Safe payment tips