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Label |
Description |
Length |
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Overview |
- Payment structures for reservations can be calculated by allocating a payment plan to a reservation
- Default payment plans are allocated to system users
- Different payment plans can be allocated to users by internal consultants
- Once a payment plan is allocated is can be changed
- Payment plan rules apply, for example: where the agent is on a payment plan that a deposit must be made 30 days in advance
- A payment plan can be deleted
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Payment Rules |
- System-generated payment plan rules apply for unique scenarios, for example: where the agent is
on a payment plan that a deposit must be made 30 days in advance, but the reservation is booked less
then 30 days - the payment plan needs to refer to certain rules to establish the new payment plan.
Additional payment rules include:
- If a payment plan is allocated and any payment items generated are in the past, the
'past' payment items are consolidated and applied to the current date
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Description |
- A free-format description that identifies the payment plan
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50 characters |
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Items |
- This button opens the 'Payment Plan' window where the user can define the payment plan
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| Overview |
- The payment plan can be made of any number of payment items, the total percent that can be allocated to a payment plan is equal to 100
- The system calculates the percentage outstanding when a payment item is saved
- Payments items are added using the toolbars at the top of the screen *
* See the Navigating module for more information on working with toolbars and pop-ups
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| Base date |
- Payment items are defined in relation to a 'base date', the base date determines what the offset number of days is in relation to
- The base dates are system-generated and include:
- Reservation date: the date the reservation was first created
- Arrival date: the arrival date of the first itinerary item
- Departure date: the departure date of the last itinerary item
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| Offset no. of days |
- This is the number of days to be offset against the selected base date to calculate the payment due date
- This can be negative (prior), zero or positive (following).
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| Percent |
- The percentage of the reservation amount to be paid on the payment due date
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