Manually Requesting a Payment from a Guest
Most guest payments are processed using the card on file in the Billing tab of the guest control panel. However, Lodgix also provides the ability to manually request a payment from a guest. This is useful for manually entered reservations that do not have any cc details on file, guests who are splitting the cost of the reservation among several people, or situations where the guest wants to pay their balance with a different card than they used for their deposit.
Configure the Payment Request Email
The Payment Request email can be found under Settings > Templates > Email. EDIT THE TEXT OF THE TEMPLATE AND SAVE.
Request Payment from the Guest
From the Transactions tab of the guest control panel, select the Request Payment option.
Fill in the Payment Request form and click send.
This request will be recorded in the Conversations tab of the guest control panel.
The guest will receive an email containing a link to the payment form where they will enter their credit card details.
Once payment has been submitted, a thank you page will be displayed. The guest will be offered travel insurance if they have not already purchased it.
The transaction will be recorded and displayed in the Transactions tab of the guest control panel.
SMS (Text) Notification
Once a guest payment has been received, a text notification (SMS) will be sent to the subscriber's phone number, if a phone number has been verified to receive SMS alerts within the subscriber's account profile here:
An email will also be sent to the email setup within important settings > bookings to notify when a guest has submitted a payment from a payment request. The email is simple and contains the following information:
Payment generated from a payment request sent on ____________
Reporting - Guest Transactions Report
The Guest Transactions Report has a column for Type. There are two types:
- Manual Transaction - Property manager processed the transaction manually.
- Pmt. Request - Payment was processed by the guest from a payment request.