PDA

View Full Version : Automatic “Balance Forward”



rickfurb
12-10-2009, 12:26 PM
If I have a customer that has an outstanding amount owing (lets say it’s $100.00) at the time of check out and we are willing to allow him to add this outstanding to his next reservation. Is there an “automatic” way to have this added to the new reservation such as a “Balance Forward”?

sspielbusch
12-10-2009, 12:46 PM
There isn't exactly a "balance forward" function, but you could leave the balance on the checked-out reservation (if your settings in Program Options allows this), and the Customer will have the balance (because the Customer includes all transactions for past reservations). The balance will show as a "Cust. Bal." in Reservation Details, and when they make a payment for the new reservation (and include extra to cover the old one), then you can use the Payment Transfer function to make payment on the old reservation.

You might also want to set the "Warning flag" on the Customer Details so you'll be reminded, and put a Note to that effect on the customer so it also shows on the new reservation automatically.