Applying customer credit balances to reservations

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Q: I have a customer with a credit balance.  How can I move that to a new reservation?

 

A: A "credit" balance usually comes from excess Payments or Deposits.  Assuming it's just on the customer and not due to another reservation (see below), then use Payment Transfer (or Deposit Transfer) to transfer it form the Customer to the reservation.  If it's really due to another reservation, you'll need to do the transfer from one reservation to the other.  See the documentation here:

 

http://campgroundmaster.com/help/transferringdepositsandpaym.html

 

If you're not sure whether it's on just the customer or due to another reservation, one way to check is from Customer Details, click Reservation History.  It will show the balance of each reservation, so you can tell if any show an unexpected balance.

 

Also, before starting make sure you check for Orphaned transactions, in case the imbalance is really due to transactions not showing up where they should be, rather than a misplaced payment.

 

http://campgroundmaster.com/help/reportandrepairtransactions.html

 

Finally, if you just can't figure out why the customer balance isn't the same as the reservation balance, see this article:

 

http://campgroundmaster.com/news/resolvingcustomerbalancesno.html

 

 


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