How do I manage payments in Tripleseat?

Step 1:

Navigate to "Bookings" on the left-hand navigation bar to select the booking you want to update.

Step 2:

Navigate to the "Payments" tab of the booking.

Step 3:

The payment tab should already have the deposit amount reflected, which will cover 50% of the total amount. You will need to manually add a payment to cover the remaining balance.

Click "Add Payment for X". If you don't see that button, you can also click "Add a Payment" and manually update the amount.

Step 4:

A pop-up window will appear. "Remaining Balance" should be an option under "Amount" Please select that, add a due date, and add a customer-facing title.

Step 5:

Be sure "Payable via Guest Portal" is checked off. Then, click "Save & Pay".

Step 6:

Another pop-up window will appear. Here, you will select the Payment Method that will be used to cover this remaining balance.

Step 7:

A third-pop will appear asking you to provide more information around the payment. Under "Payment Reference", please add the invoice # or check #.

Step 8:

Click "Submit". The payment will now appear on the client's guest portal.

Step 9: