Edit transactions
The content of this page is specific to the Delphi product type. If you are using the Delphi Core product type, click here to access the Delphi Core-specific online help.
When you edit a transaction on a booking or event, your changes update the values in the Transactions Balance (Calculated) section of the Booking page.
The Create Deposits page is only used to create new records. If you need to update a booking's deposit schedule, edit each charge individually or delete the records and create a new deposit schedule.
To edit a transaction
- In the Deposits (Transactions) section of the booking or booking event, click Edit next to the transaction.
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Modify the fields on this page as appropriate.
Charge details Amount Enter the amount due or the amount paid Transaction Date Enter the date the payment is due or the payment was made. Charge Type Select the type of charge. These values are defined by your administrator. This field only applies to charges.
Payment Type Select the type of payment. These values are defined by your administrator. This field only applies to payments.
Card Type Select the type of credit card used. These values are defined by your administrator. This field only applies to payments.
Check Number If your client paid by check, enter the check number. This field only applies to payments.
Reference Number Enter the reference number for the payment. This field only applies to payments.
Transaction Type Select whether the transaction is a Charge or a Payment. This field cannot be edited.
Booking Select the booking associated with the transaction. Property This is the name of the property associated with the transaction. Do not change this value. Name This field defaults to the Transaction Type, Charge Type, and Amount. You can modify the name if needed. Owner Select the person who created the transaction record. Booking Event Select the booking event associated with the transaction. Only payments with this field populated display on the banquet check. This field only applies to payments.
Comments details Comments Enter additional information related to the charge or payment. - Click Save.