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Managing Transaction Methods

  • Updated

Overview

You already learned that Payment Methods can be re-labelled for your business needs here (for use in the Back Office). However, it's important to note that the functionality of any re-named payment method will remain the same as its origin. 

Here are how those original Payment Methods are used during a booking process in the Back Office:

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Payment Type

Definition

Steps
Cash  
  1. Enter Amount to Process
  2. Click Process Booking
Cheque  
  1. Enter Amount to Process
  2. Click Process Booking
Credit Card  
  1. Enter the Name as written on the credit card
  2. Enter the Credit Card Number
  3. Enter the CSV Number
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  4. Select the Expiry Date
  5. Enter Amount to Process
  6. Click Process Booking 
Credit Card Swiper  
  1. Swipe the Credit Card
  2. Enter the Credit Card Number
  3. Enter the CSV Number
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  4. Select the Expiry Date
  5. Enter Amount to Process
  6. Click Process Booking 
Debit  
  1. Enter Amount to Process
  2. Click Process Booking
Discount Check out this article for more information on Discounts
  1. Link Payment to a Package, Activity or Product
  2. Select the Discount to apply
  3. Select the Reason for the discount
  4. Enter the Amount to Discount if different from the auto-populated amount
  5. Click Process Booking
Gift Certificate

Check out this article for more information on Gift Certificates
  1. Enter Gift Certificate Number
  2. Click Process Booking
Voucher Check out this article for more information on using Vouchers
  1. Link the voucher to an Activity
  2. Select the Company to link the voucher to for invoicing
  3. Enter the Voucher Number
  4. Enter the Amount to process
  5. Click Process Booking
Package Voucher Used when a wholesale agent purchases a package 
  1. Link the voucher to a Package
  2. Select the Company to link the voucher to for invoicing
  3. Enter the Voucher Number
  4. Enter the Amount to process
  5. Click Process Booking
Override - Pay Later

Reservations settled to Override - Pay Later will show as outstanding until payment has been taken
  1. Click Process Booking
Traveller Cheque  
  1. Enter Amount to Process
  2. Click Process Booking
Deposit Only as Commission Collect the commission only to hold the booking
  1. Enter the Company Name
  2. Enter the Agent 
  3. Enter the Commission Deposit Amount
  4. Click Process Booking
Gift Card This is external from Zaui (as opposed to Gift Certificate) 
  1. Enter Amount to Process
  2. Click Process Booking
Online Promo Code Applied Check out this article for more information on Online Promo Codes
  1. Enter the Promo Code
  2. Click Validate Promo Code
  3. Amount to Discount will display if promo code applies
  4. Click Process Booking
Credit on Account Applies if the Wholesale company has credit on their Zaui profile. Check out this article for more information.
  1. Select the Company with credit on account
  2. Enter the Amount to Process
  3. Click Process Booking

 

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