How to post cash payment for a reservation
Cash payment must be manually posted in Noovy unlike the automated receipt generated by the system when the integrated payment solution is used for to take the payment.
To post cash payment for a reservation in Noovy, please follow the steps below:
- Open the reservation in question. To see article on how to open a booking click here.
- Navigate to the Billing section on the reservation page.
- Click "New Billing"
- In the pop-up window, select receipt in the dropdown option under the document type.
- You will be able to select from all parameters drop-down option in the "New Billing" popped-up window.
- TO: Determine whether the payment will be made to the customer or the company (note that company information must be added to the reservation). If you need instructions on how to add a company to a reservation, click here.
- Customer Name: Choose the customer name for the payment, or select the company name if a company was selected in step 1.
- Cover Reference: Select the Sales order document(s) to which the payment receipt applies by choosing the appropriate Cover Reference(s).
- Total: The Total amount connected to the selected Sales order will be displayed, and it can be overwritten with the desired amount.
- Payment Method: Choose the payment method, which in this case is "cash".
- Currency: This is usually set to the Venue's default currency.
- Payment Gateway: Select "Simple Post" under the payment gateway.
PS: If you choose "Payment gateway" for a cash receipt, the system will redirect you to the payment solution's "charge" button. - Click "Create New Receipt" to complete the process.
- A payment receipt will be generated directly underneath the corresponding sales order. When you click on the collapsing arrow sign under the Sales order, the receipt will be visible for you to view.