Adjusting Payment Types on Checked-Out Reservations

Overview

Correct a payment that was posted under the wrong Payment Type after the reservation has already been checked out by reversing it with a negative POS sale, then reposting the payment with the correct Payment Type.

Prerequisites

• A checked‑out reservation that requires a Payment Type correction.

Steps

1. Open the reservation’s Guest Folio and switch to the Charges/Payments tab.
2. Note the amount paid, the Payment Type used, and the reservation’s Unit Type.
3. On the Availability Grid, click the POS button to open New Sale/Quote.
4. In POS, search for the client (helps with transaction identification on reports).

1. In Select Products, set Product Group to Reservation Products.
2. Select Product: choose the Unit Type of the reservation.
3. Enter the amount to be adjusted as a negative amount.
4. Click Post to post the charge.
5. Select the Other Payment tab.

1. Choose the incorrect Payment Type used originally.
2. Click Post, then Submit to finalise the sale.
3. Click New at the top of the panel to begin the second (correcting) sale.

1. Select the same Product Group (Reservation Products) and the same Product (the reservation’s Unit Type).
2. Enter the amount as a positive amount.
3. Click Post to post the charge.
4. Select the Other Payment tab.
5. Select the correct Payment Type used by the client to make the payment.

1. Click Post, then Submit to finalise the sale.

Troubleshooting

• If you need to identify the transaction on reports, use Search to find the client in POS before posting.