How do we manage manual payments (non-credit card/ACH transactions)?

Step 1:

In Tripleseat, go to the booking that you would like to add a manual payment option for.

Step 2:

Scroll down to the “Payments” tab.

Step 3:

In the lower left corner, click “Add a Payment”. Here, you can manually add additional payment methods and apply them to the invoice total.

Step 4:

Once you have added your new payment details, such as amount, due date, customer-facing title, and internal notes, you are ready to hit “Save and Pay”.

Step 5:

Another window will appear asking you to select the payment type, payment date, and enter the invoice # under "Payment Reference". Hit "Submit"

Step 6:

The paid line under the "Payments" tab will turn green and have a small "Paid" icon on it when the payment has been applied.

Step 7: