💳 Collecting Payments Manually in OwnerRez

Purpose:
To securely and efficiently record manual payments when guests cannot pay through automated channels.

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1. Identify Need for Manual Collection

• Applicable when using offline payment methods (e.g., check, bank transfer, cash) or if a channel does not support automatic payment.
• Ensure the booking is confirmed but pending payment or lacks complete payment.

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2. Access the Booking

1. Log into OwnerRez.
2. Navigate to the booking via the Bookings Display, search by booking number, or guest name.
3. Open the booking details.

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3. Navigate to Transactions

• In the booking sidebar or tabs, click Transactions.
• Under this, select Payments to view current payment status.

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4. Record Manual Payment

1. Click Record Payment.
2. Enter payment details:
   • Date of payment
   • Amount collected
   • Payment method (check, cash, bank transfer, etc.)
   • Reference number (check number, receipt ID, or notes)
3. Save the entry to update the booking’s payment status.

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5. For Improperly Reserved Pending Bookings

• If the booking is still in pending status due to card-not-charged settings, after recording manual payment, click Change Pending Status and select Confirm & Finalize to secure it.

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6. Communicate with Guest

• After recording payment, consider sending a confirmation message.
• Use Email or System Message Templates to thank the guest and confirm receipt.

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7. Review Updated Booking

• Confirm the booking now shows the full amount paid and is no longer pending.
• Ensure cancellation policies or payment requirements are updated if applicable.

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🔗 Reference:
OwnerRez guide on collecting payments manually:
https://www.ownerrez.com/support/articles/booking-collect-payments-manually

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