Overview: 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.

Transactions are the charges and payments added to a booking and the associated events. Transactions display in the Deposits (Transactions) section of the Booking and Booking Event pages.

Charges

The deposits your property requires before a booking's arrival are recorded as charges. Your administrator defines the different charge types that are used at your property, for example, Deposit with Contract, Second Deposit, and Final Deposit. This information can be merged into your group sales contracts for billing purposes. To enter a booking's charges, you can manually create the individual charges for a booking, or you can have the system generate a deposit schedule for you. As you add charges to a booking, you can see them reflected in the Transactions Balance (Calculated) section of the Booking page.

Payments

Use the New Transaction button, in the Deposits (Transactions) section, to record the payments you receive. Payments can be entered on the booking or the associated events. Your administrator defines the different payment types that are used at your property, for example, Direct Bill, Check, and Credit Card. All payments are reflected in the Transactions Balance (Calculated) section of the Booking page. This section is used to see the current balance due. The booking check also shows all payments related to the booking.

The banquet check only displays payments if the Booking Event field on the payment record is populated. This field is automatically populated if you create the payment transaction record from the Booking Event page.

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Enter transactions

Create deposit schedules

Edit transactions

View transaction details

Delete transactions