Follow this step-by-step guide to move a payment to a customer's future booking.
This feature is particularly useful if you had to cancel a booking for a customer or unattended by the customer, but they have a future booking within the same block booking that you would like to apply the payment to for correct payment and invoice purposes.
Step-by-Step Guide: Moving a payment
- Log in to your Bookteq workspace: Go to your work space and log in using your credentials.
- Go to your calendar view and click on the booking.
- Click "Edit Multi Booking"
- Click the pencil on the far right of the booking you would want to move the payment from.
- Edit the date of this booking to the date of the next upcoming unpaid booking.
- Next, edit an unpaid upcoming booking's date to the old date of the booking that was not used or cancelled.
- Click save changes at the bottom and your payment is moved!