This article explains how Payment Schedules are applied to reservations made through the Corporate Portal in RMS.

Overview

When a company or travel agent makes a reservation through the Corporate Portal, RMS will automatically apply a Payment Schedule to that booking if the rate used has a valid Payment Schedule Template attached to it.

How Payment Schedules are applied

Payment Schedules are applied to Corporate Portal bookings based on the rate selected for the reservation. If that rate has a Payment Schedule Template assigned, RMS will automatically attach the schedule when the booking is created as an Unconfirmed or Confirmed reservation.

No manual action is required - the schedule will appear in the Account column on the reservation, visible to staff in the same way as any other booking.

Quote bookings and Payment Schedules

Depending on how your Corporate Portal is configured, a booking may arrive in RMS as a Quote rather than an Unconfirmed reservation. This happens when the company or travel agent uses the enquiry flow on the portal.

When the Quote is converted, RMS will automatically apply the Payment Schedule from the rate. Staff do not need to add it manually at that point.

To control whether Corporate Portal bookings arrive as Quotes or directly as reservations, go to -

Setup > Portal Access > Corporate Portal > Reservation Settings and review the Default Reservation To setting.

Manually adding a Payment Schedule

Payment Schedules will only apply to reservations made via the Corporate Portal after the setup is complete. They will not retroactively apply.

If a Payment Schedule is not applied to a Corporate Portal booking, you can add one manually from the reservation.