How to Add, Edit, and Delete a Payment Schedule from a Reservation. 

Overview

Payment Schedules can be automated to automatically apply to a reservation at the time the reservation is made by assigning a Payment Schedule Template to a Rate Type or Rate Table. 

Alternatively, Payment Schedules can be Manually Added, changed, and deleted at a reservation level.

Before you can add, change, or delete a Payment Schedule, you will need to ensure that your 
Security Profile has access to this function.

Important! Payment schedules can be set up on individual reservations, but not on the Master.
Changing a Master Reservation's "Rate on Master" from No to Yes will prompt a message warning that existing schedules will be removed.

Please Note! RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

How to...

Add a Payment Schedule 

Click on  Start Guide  button below to start the quick guide.  

Click on the Full Screen Icon to view the guide in full screen. 👇🏼

Guide:

1. In RMS, Open the Reservation you want to add a Payment Schedule to. 
2. In the Account column, navigate to and click on Payment Schedules.
3. Click on the Manually Override Icon.
4. Click on the Payment Schedule Template Dropdown Menu and select a Payment Schedule. 
5. Click on Apply/Exit

Change a Payment Schedule

While a Payment Schedule cannot be modified on a reservation, you can apply a different Payment Schedule to replace the current one.

When a new Payment Schedule is applied:

• All previously processed payments will remain on the account.
• The new schedule will factor in these existing payments and calculate future payments accordingly.
• Overpayments or duplicate payments will not occur.

Important! If a Pay By Link has been sent but not paid, and a new Pay By Link is issued for the new Payment Schedule, the original Pay By Link must be cancelled manually

Click on  Start Guide  button below to start the quick guide.  

Click on the Full Screen Icon to view the guide in full screen. 👇🏼

Guide:

1. In RMS, Open the Reservation you want to add a Payment Schedule to. 
2. In the Account column, navigate to and click on Payment Schedules.
3. Click on the Manually Override Icon.
4. Click on the Payment Schedule Template Dropdown Menu and select a new Payment Schedule.
5. Click on Apply/Exit

Change a Credit Card Token

When a Payment Schedule is created that requires payment via a Credit Card (CC) Token, RMS will, by default, use the most recently created CC Token on the guest profile.

The default option, "(Default) Last Created", can be changed on a per-reservation basis.

If the CC Token is changed on a Payment Schedule, all existing payments will remain on the account. Only new payments will be processed using the updated CC Token.

Click on  Start Guide  button below to start the quick guide.  

Click on the Full Screen Icon to view the guide in full screen. 👇🏼

Guide:

1. In RMS, Open the Reservation you want to add a Payment Schedule to. 
2. In the Account column, navigate to and click on Payment Schedules.
3. Click on the Manually Override Icon.
4. Click on the Token Options Dropdown Menu and select a Payment Schedule. 
5. Click on Apply/Exit

Delete a Payment Schedule

Payment Schedules can be removed from individual reservations manually. When a Payment Schedule is removed from a reservation: 

• All previously processed payments will remain on the account.

Important! Removing a Payment Schedule does not automatically cancel any associated Pay By Links. If you wish to cancel a Pay By Link, you must do so manually.  

Click on  Start Guide  button below to start the quick guide.  

Click on the Full Screen Icon to view the guide in full screen. 👇🏼

Guide:

1. In RMS, Open the Reservation you want to add a Payment Schedule to. 
2. In the Account column, navigate to and click on Payment Schedules.
3. Click on the Manually Override Icon.
4. Click on the Payment Schedule Template Dropdown Menu and click on the Blank Space. 
5. Click on Apply/Exit