We use this option to record payments against a packaged tour reservation as and when they are received from customers or agencies. Also adjustments in pricing and refunds to customers can be entered using this screen
Screen 1: Search for a Reservation by Reservation ID or other parameters
Screen 2: Reservation Search Results
Screen 3: The Reservation to which payments or adjustments have to be recorded.
The top section of the screen has buttons for Refunds, Payments and Amount adjustments to be carried out. To carry out the necessary entry or transaction, the user can go to the appropriate screen. The mode of operation is the same in all the 3 screens. Payments or Refunds can either be done using credit card option or Cash option.
Let us look at how to apply an adjustment entry to a reservation transaction.
Screen 4: The Adjustment screen
Let us say, we need to carry out an adjustment entry on the christmas on the riverwalk for this reservation.
To carry out the adjustment, please select the row for which the adjustment has to be made, and then click on the Add Adjustment button. This would bring in a new line where you can enter the necessary adjustment entry,
Case Study:
The instruction to the operator was to do a deduction of 79$ to the tour price. The operator made a mistake of applying an 79$ addition adjustment, and then carried out the reversal and negative adjustment by making another adjustment of 158$. The screen below reflects the 2 adjustments carried out.
Screen 5: The list of adjustments made to one of the transaction item of the reservation
When we look at the Reservation main page, and assuming we had carried out a few payment transactions using the payments screen, the list of transactions would show as below:
