Edit transactions
When you edit a charge or payment on a booking or event, your changes are reflected in the Transactions Balance (Calculated) section of the Booking page.
The Create Deposits page lets you create new records only. If you need to update the deposit schedule for a booking, open each charge record individually and make your changes, or delete those records and create a brand new deposit schedule.
To edit a transaction
- In the Billing & Deposits (Transactions) section of the booking or booking event, click Edit next to the transaction name.
- Modify the fields on this page, as needed.
Details Amount The amount due or the amount paid Transaction Type Charge or Payment This field can't be edited after a transaction has been saved.
Transaction Date The date the payment is due or payment was made. Charge Type Applicable only to charges. Defined by your administrator (for example, Deposit with Contract, Second Deposit, and Final Deposit). Payment Type Applicable only to payments. Defined by your administrator (for example, Direct Bill, Check, and Credit Card). Card Type Applicable only to payments. Defined by your administrator (for example, Visa, MasterCard, American Express). Check Number Applicable only to payments Reference Number Applicable only to payments Additional Information Name Defaults to the Transaction Type, Charge Type (if applicable), and Amount. You can modify the name, if needed. Booking The name of the booking associated with the transaction. Booking charges can be merged into the group sales contract. Booking Event The name of the booking event associated with the transaction (if applicable). Event payments are reflected on the banquet check. Property Name Do not change. Owner The person who created the transaction record. Comments Comments Additional information related to the charge or payment. System Information Created By/Last Modified By The person who created/modified the record and the related time stamp.
- Click Save.