Activating Payment Schedules hides and deactivates existing Deposit, Second Deposit, and legacy Payment Schedule rules, while reservations already taken keep the deposit rule they were created with.

What does activating Payment Schedules do to existing deposit rules? RMS hides and deactivates them. Deposits, Second Deposits, and legacy Payment Schedules stop applying to new reservations on Rate Types, Derived Rate Types, and Rate Tables. Reservations taken before the change keep the deposit rule they were created with until a Payment Schedule is applied to them.

What happens to deposit rules after you activate Payment Schedules?

Two different behaviours apply, and the difference depends on whether a reservation already exists. Use this when you are planning a switch to Payment Schedules and need to know what happens to deposits you have already configured and to bookings already on the books.

Why existing bookings are left alone

Leaving existing reservations on their original deposit rule protects amounts a guest has already been quoted or has already part paid. RMS changes the payment arrangement on one of those reservations only when a staff member applies a Payment Schedule to it.

For example, a guest books in March under a Second Deposit rule and pays the first deposit. You activate Payment Schedules in April. That guest keeps the March deposit arrangement, and any reservation taken from April onward uses the Payment Schedule assigned to the rate instead.

How do I move an existing reservation onto a Payment Schedule?

Before you begin, you will need a saved Payment Schedule Template and a Security Profile that grants Allow Override of Payment Schedules.

1. Open the reservation you want to change.
2. In the Account column, select the edit icon or the underlined words Payment Schedule.
   
    
3. Click the option Manually override
4. Select the Payment Schedule Template you want to apply.
5. Check the payment amounts and dates that RMS calculates for the remaining stay.
6. Click Apply/Exit
7. Save and Exit the reservation.
   
    

Applying the template replaces the previous deposit arrangement on that reservation. Full steps for adding, changing, and removing a schedule are in How to Manage Payment Schedules on a Reservation.

Important! Applying a Payment Schedule to a reservation replaces the deposit rule that reservation was created with. Check the recalculated amounts before saving, especially where the guest has already paid a deposit.

Frequently asked questions about deposit rules and Payment Schedules

Do my old deposit rules get deleted?

No. Deposits, Second Deposits, and legacy Payment Schedules are hidden and deactivated rather than deleted, and reservations created under them continue to use them.

What should I check before applying a Payment Schedule to a booking that has already been part paid?

Check the amounts RMS calculates before you save. Applying a template replaces the previous deposit arrangement, so confirm that what remains outstanding for that customer matches what the schedule is set to collect.

A new reservation is still picking up an old deposit. What should I check?

If a new booking still shows a deposit rather than a Payment Schedule, check that a Payment Schedule Template is assigned and activated on the rate being booked. A rate with no template assigned cannot apply a schedule, so the reservation falls back to whatever deposit arrangement it was created with.

Where do I set up the replacement rules?

Build a Payment Schedule Template at Setup > Accounting > Payment Schedule Template, then assign it to the rates you sell. See Payment Schedule for Rate Types and Derived Rate Types and Payment Schedule for Rate Tables.

Related Payment Schedule articles

• Payment Schedule Initial Trigger Options
• Security Profile Access for Payment Schedules
• Payment Schedule Hierarchy
• Payment Schedule FAQ's

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