Payment Link - Tracking
1 Comment
Sarah Abdul Manaf
said
5 days ago
In addition to tracking, there need to be some sort of documentation of a receipt that is sent to the guest when the payment is made successfully ideally without a front desk agent generating an invoice manually. Currently, the guest contacts the hotel to ascertain that payment is received (often resulting in multiple emails back-and-forth or phone calls), front desk then had to check the reservation and then generate an invoice. Simplifying this process will help tremendously.
Requested by The Brass Key Guesthouse (Linchris)
We would like to be able to track which reservations have had payment links sent and which payments have been made through the payment link by e.g. by adding reservation notes to the existing "Reservations by User", similar to the "Arrivals Report," . This would help us track who has been sent the payment link during the day and finalize bookings more efficiently.
At present, we physically write down bookings to check at the end of the day for payments. Once a payment link is sent, we do not get notified that we have received the payment unless we check the bookings. While the payment link feature is great, tracking payments is challenging.
Current Process: Currently, our team sends payment links for any prepayable rates and adds a note to the reservation stating that a payment link has been sent. Attached is a screenshot of a booking in Harrogate where we have sent the payment link and are awaiting the guest's payment. We send the link via email to the guest and note this action in the reservation. At the end of the day, we pull the "Reservations by User" report and manually check all the bookings that have been made to see if the guests have paid or not.
Desired Process: An (enhanced) report would allow us to pull reservation notes, making it easier for our team to check at the end of their shift which bookings have had payment links sent and if payments have been received. This feature would streamline the verification process and ensure better management of reservations. It would also reduce manual workload in tracking payment from bookers and enhanced ability to implement standard operating procedures (SOPs) for payment link tracking.
Requested by Cedar Court Hotels