I) TAKE DEPOSIT


You can find Take Deposit option in two places:


1) Right clicking the reservation on Bed View:



2) Under Deposits tab in the Reservation form:




Once you choose this option you will see the Take Deposits window with different options:



1. Item: Choose the item you wish to take the deposit for.

2. Amount: Value of the deposit to take. You can also modify it manually in this window.

3. Currency: Choose the currency you want to take the deposit in.

4. Document: Choose the type of document given (if applicable).


If you choose the Show Room List option you will see to which rooms are the guests assigned to.



Then you can choose which account should the deposit money go to.


Click Take Deposits button in order to save.




Once the deposit is taken it will appear in Deposits tab this way:



The deposit information will appear also in the quick booking overview on BedView.




You can check them also under Deposits tab in Guests and Reservations, on the left side of BedView. You can export the list to Excel.





II) RETURN DEPOSIT


You can find Return Deposit option in two places:


1. Under Deposits tab in the Reservation form:



If you want to return a deposit from this section, first choose which items you want to return.



Then click Return Deposit button.




2. You can find the same option under Deposits tab in Guests and Reservations, on the left side of BedView. Choose the items and click Return Deposit.



After that, you will see the Return deposits window. There you can also choose the account which should the money be taken from.



See also:

Setting up Deposits

How to see the list of all taken deposits