Collect Deposits (How-To)

Article Details

Summary

A deposit is part of a reservation's cost that the customer pays before check-in. The deposit helps make sure the owner shows up. Gingr applies it to the reservation's invoice as a payment at checkout.

Before You Begin

  • Gingr asks the customer to pay the deposit now or later based on your email settings in Left-hand Navigation: Admin » System Email.
  • If you refund or forfeit a deposit on a reservation, you cannot collect it again. You can create a new reservation or apply a pre-payment. See Apply Pre-Payment to an Estimate Invoice.

Steps

Collect Required Deposits That Gingr Adds Automatically

If you set up required deposits for a reservation type or date range, a prompt to pay the deposit shows when you create the reservation on the New Reservation page.

Deposit required for reservation

Create a Deposit by Percentage

Manual deposits need the Allow Deposits on Any Reservation toggle on. Find it at Left-hand Navigation: Admin » Deposits.

  1. Create a new reservation.
  2. Go to the Deposit tab.
  3. Select Create Deposit at the bottom of the New Reservation page.

    Form with deposit amount entry and buttons.

  4. Enter the percentage of the total charges to require as a deposit. This creates the deposit requirement for the reservation.

    Deposit percentage input dialog box.

  5. Save the Reservation. A prompt asks if you want to collect the deposit now or handle it later.

    Deposit collection prompt with two options.

  6. To collect the deposit now, select Collect Deposit Now.
  7. Enter the customer's payment information.

    Payment form for pet retreat deposit.

Create a Deposit with a Custom Dollar Amount

  1. Create a reservation.
  2. Go to the Deposits tab at the bottom.
  3. Enter a custom dollar amount.
  4. Save the reservation.

    Deposit form with amount field and buttons.

  5. Select Collect Deposit Now or I will handle this later.

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