Process a payment through your mobile app reservation
Open the reservation in your mobile app
Tap on Take payment
Tap on the Process tab > Payment details > enter your guest’s payment details
Enter the Amount to be charged
(Optional) Tap Add note to enter notes about the payment and slide the toggle to Add copy of note to invoice
(Optional) Mark payment as deposit, Apply surcharge, Email copy of invoice
Tap Review to confirm payment details
Tap Charge
Create and send a payment request through your mobile app
Open the reservation in your mobile app
Tap on Take payment
Tap on the Request tab > complete the required fields (Reservation ID/Reference ID, Guest name, Amount, Reason for payment request, Guest message)
Select how you want to share your payment request from the drop-down list:
Email: send the payment request to the guest via email
SMS: open your preferred SMS application, then create and send a message with the payment request link
Link: send the payment request link via the application of your choice
Tap Send request for [x amount]
Record a payment through your mobile app reservation
Open the reservation in your mobile app
Tap on Take payment
Tap on the Record tab > Payment details > enter the Amount to be recorded
Select the Payment date
Select the Payment type from the drop-down list and fill in any required details
(Optional) Tap Add note to enter notes about the payment and slide the toggle to Add copy of note to invoice
(Optional) Mark payment as deposit, Apply surcharge, Email copy of invoice
Check the Total amount and, if applicable, make sure it includes any necessary surcharges and/or fees
Tap Review to confirm payment details
Tap Record [x amount]